Senior Relationship Manager

MissionSquare

3d • Hybrid

About The Position

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 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.

Requirements

• 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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level