Senior Relationship Manager

MissionSquare; Colorado; Remote; USD 127,000 - 196,000; Full time

Benefits offered by this job

Competitive total rewards

Flexible and hybrid work schedules

Tuition reimbursement

Professional and career development

Wellness programs

Volunteerism initiatives

Job summary

MissionSquare is seeking a Senior Relationship Manager to lead strategic client engagements and manage high‑value relationships across Colorado, Texas, and Missouri. You will present Visual Analytics dashboards and investment reports to support fiduciary decisions, while mentoring junior team members and driving plan reviews to optimize design and strategy.

The role requires advanced financial knowledge, strong stakeholder management, and the ability to navigate complex client dynamics.

Qualifications

• Bachelor’s degree required; MBA preferred.
• 5–8 years experience in financial services.
• FINRA Series 7 and 63 or 65 (preferred)
• Expert knowledge of financial products and analytics tools.

Responsibilities

• Serve as the primary contact for strategic client accounts, ensuring alignment with business goals.
• Prepare and present Visual Analytics dashboards and investment reports to support client decision-making.
• Provide mentorship to junior Relationship Managers.
• Lead plan reviews and offer strategic recommendations to optimize plan design and investment strategy.

Skills

Strategic thinking

Stakeholder management

Mentorship capabilities

Visual Analytics

Client relationship management

Financial products knowledge

Communication

Education

Bachelor’s degree

MBA preferred

Tools

BI dashboards

Job description

## Senior Relationship ManagerApply: Colorado - Remote: Missouri - Remote: Full time: Posted 30+ Days Ago: R100201Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare.$126,560.00 - $196,170.00**Job Description**The Senior Relationship Manager leads strategic client engagements, oversees complex reporting and analytics, and mentors junior team members. This role is pivotal in shaping client strategy, delivering high-impact insights through tools like Visual Analytics, and managing high-value relationships. The position requires advanced financial knowledge, strong stakeholder management skills, and the ability to navigate complex client dynamics.**Ideal geographic location of candidates are as follows: Colorado, Texas or Missouri****Essential Functions for this role include:*** Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs.* Prepare and present Visual Analytics dashboards and investment reports to support client decision-making and fiduciary responsibilities.* Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development.* Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement.* Performs other duties as assigned**If you have the following skills, we encourage you to apply:*** Bachelor’s degree required; MBA preferred* 5–8 years experience in financial services* FINRA Series 7 and 63 or 65 (preferred)* Expert knowledge of financial products and analytics tools* Strategic thinking, stakeholder management, influence* Ability to navigate complex client dynamics* Advanced product knowledge* Mentorship capabilities.**To benefit your career and support your wellbeing, we offer:*** **Competitive Total Rewards package**, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions* **Flexible and hybrid work schedules** to support work-life balance* **Tuition reimbursement** to support continued education* **Professional and career development opportunities**, including courses and certifications* **Comprehensive wellness programs** promoting physical, mental, and emotional health* **Volunteerism initiatives** to encourage community engagement*Click* *here* *to learn more about MissionSquare’s benefits.***Equal Employment Opportunity**As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.