Manager, Virtual Relationship Management

Reach Your Peak with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, our Financial Services corporation administers over $50 billion in retirement plan assets for more than one million participant accounts. We are constantly looking for ways to create new opportunities to serve our participants. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales Team.

The Manager, Virtual Relationship Management is responsible for overall relationship and retention of Mission Square Retirement’s clients. They will deliver virtual proactive account management by serving as the primary liaison between assigned clients and Mission Square Retirement. This role requires the ability to expand and deepen broad plan sponsor relationships (Retirement Boards, senior management, council members or commissioners, any municipal relationship in an authoritative or decision-making role, consultants and other stakeholders), and maintain strong client satisfaction and reference ability. Position requires the teammate to assist plan sponsor in managing plan risks and their fiduciary responsibilities by discovering client goals and objectives, proposing new business solutions, and implementing services and products to fulfill the clients’ needs and objectives.

Essential Functions for this role include:

• Deliver proactive account management and direct the overall retention strategy of Mission Square Retirement’s clients with assets of $10-50 million.
• Direct the service delivery for assigned cases. Work collaboratively with both the local service team and home office staff to ensure clients’ needs are met including individual meetings with participants and key influencers when possible.
• Build and broaden client relationships across all key influencers.
• Determine client goals and objectives and manage a strategic business plan towards those objectives.
• Lead periodic relationship oversight reporting, including but not limited to delivery of Visual Analytics, Plan Investment and Plan Service Reports.
• Assist clients with adding products and services to fulfill their needs and meet their plan and fiduciary responsibilities.
• Regularly support and implement corporate initiatives.
• Ensure long-term client satisfaction and reference ability.
• Identify new business and service/product expansion opportunities for Mission Square Retirement.

If you have the following credentials, we encourage you to apply:

• 1-3 year’s relationship management or sales experience in a financial services organization specializing in deferred compensation and/or defined contribution plan clients strongly preferred.
• Demonstrated ability to develop effective relationships at all levels, examples include top mgmt., elected officials and union officials
• Demonstrated effective negotiation skills
• Highly effective communication and presentation skills.
• Proven ability to learn technical information quickly and the ability to convey that information to others clearly and concisely.
• The ability to motivate and influence individuals over whom there is no authority, both at the assigned clients and within Mission Square Retirement
• Significant knowledge of investment products, with an emphasis on deferred compensation, and defined contribution plans.

Positions at this location require a COVID-19 vaccination. Offers of employment are conditioned upon the successful candidate providing proper proof of vaccination status prior to employment and pursuant to applicable law.

For your well-being, we offer a solid compensation and benefits package that features a competitive salary, a straight-forward incentive plan that rewards results, and a 401(k) Plan. For your career, we offer tuition reimbursement, professional development courses, seminars, career enrichment assignments, mentoring programs and a record of enterprise growth that creates continuing opportunities for career advancement. Consider MissionSquare Retirement and respond in strictest confidence. MissionSquare Retirement is an Equal Opportunity Employer that values diversity in the workplace. Minorities and women are encouraged to apply. We look forward to hearing from you.

Education

• Bachelors Degree or better

Licenses & Certifications

• FINRA Series 63
• FINRA Series 7