Relationship Management Director

Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales Team.

The Relationship Management Director is responsible for the overall relationship and retention of MissionSquare Retirement’s largest clients. They deliver face-to-face proactive account management by serving as the primary liaison between clients and MissionSquare and assists plan sponsors 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 MissionSquare’s Tier 1 clients.
• Direct the corporate 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 develop 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 MissionSquare.

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

• 10+ years of senior-level relationship management experience in a financial services organization specializing in deferred compensation and/or defined contribution plan clients strongly preferred. Sales background is very helpful.  For this position, prior management experience is a plus
• Life, Health & Variable Annuity Licenses
• 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 MissionSquare
• Significant knowledge of investment products, with an emphasis on deferred compensation, and defined contribution plans
• Experience managing a sales force

 To benefit your career and support your wellbeing, we offer:

• Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
• Varied incentive plans
• Flexible/Hybrid work schedules
• Wellness programs
• Tuition reimbursement
• Professional and career development courses
• Mentoring programs
• Volunteerism program 

 As a company, MissionSquare Retirement 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.