Senior Relationship Manager

MissionSquare; United States; Hybrid; USD 127,000 - 196,000; Full time

Benefits offered by this job

Total rewards package

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, oversee complex reporting, and mentor junior team members. The role shapes client strategy, delivers high-impact insights through Visual Analytics, and manages high-value relationships with fiduciary rigor.

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

Qualifications

• 5–8 years of experience in financial services.
• Bachelor’s degree required; MBA preferred.
• FINRA Series 7 and 63 or 65 (preferred).
• Expert knowledge of financial products and analytics tools.
• Strong strategic thinking and stakeholder management.
• Ability to navigate complex client dynamics.

Responsibilities

• Serve as the primary contact for strategic client accounts and manage complex relationship needs.
• Prepare and present Visual Analytics dashboards and investment reports for client decision-making.
• Mentor and guide junior Relationship Managers.
• Lead plan reviews and offer strategic recommendations to optimize plan design and engagement.
• Perform other duties as assigned.

Skills

Relationship management

Strategic thinking

Stakeholder management

Mentorship

Analytical skills

Communication

Education

Bachelor’s degree in finance or related field

MBA (preferred)

Tools

Visual Analytics

Analytics tools

Job description

Join 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

• 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

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.