Strategic Relationship Leader Analytics and Client Strategy

LE_ICMA-RC International City Management Association Retirement Corporation; Colorado; Hybrid; USD 126,560 - 196,170; Full time

Benefits offered by this job

401(k) with match

Hybrid work schedule

Tuition reimbursement

Professional development

Wellness programs

Volunteer opportunities

Job summary

MissionSquare in Colorado is seeking a Senior Relationship Manager to serve as the primary liaison for strategic client accounts in the public sector retirement arena. You will deliver Visual Analytics dashboards and investment reports, mentor junior team members, lead plan reviews, and advise on plan design and engagement strategies.

This role offers a hybrid work environment across Colorado, Texas, or Missouri, a competitive total rewards package, and opportunities for professional

Qualifications

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

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 junior Relationship Managers and share best practices.
• Lead plan reviews and advise on plan design, investment strategy, and engagement.
• Perform other duties as assigned.

Skills

Stakeholder management

Relationship building

Analytical thinking

Strategic thinking

Mentorship

Communication

Presentation skills

Client engagement

Education

Bachelor’s degree

MBA preferred

Tools

Analytics tools

Job description

MissionSquare in Colorado is seeking a Senior Relationship Manager to serve as the primary liaison for strategic client accounts in the public sector retirement arena. You will deliver Visual Analytics dashboards and investment reports, mentor junior team members, lead plan reviews, and advise on plan design and engagement strategies.

This role offers a hybrid work environment across Colorado, Texas, or Missouri, a competitive total rewards package, and opportunities for professional