SVP, Chief Strategy Officer

Join a great place to work with MissionSquare Retirement, a non-stock, non-profit, independent 501(c)(3) financial services corporation with approximately $79 billion in assets under management and administration (as of August 15, 2024) and over 600 employees.

Founded in 1972, MissionSquare is dedicated exclusively 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.

Our mission is to help public sector employees, and their families achieve financial wellness and retirement security.

MissionSquare collaborates with local and state governments, education, healthcare, and non-profit employers to provide financial education and a spectrum of retirement-planning and advisory resources to participants of all ages, income levels, and learning styles.

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 Retirement’s Executive team.

MissionSquare Retirement is looking to hire a results-driven Chief Strategy Officer (CSO) to identify, develop, and implement growth opportunities that promote improved financial wellness for public sector plans and participants.

The CSO will be the primary resource for advancing MissionSquare Retirement’s corporate strategy and must be able to drive growth, merger and acquisitions (M&A), and divestments and divestiture.

The CSO will evaluate market forecast and long-term trends, collect competitive intelligence, drive cross-functional business processes, and maintain business model innovation, while simultaneously being able to synchronize strategies with corporate center plans.

Essential Functions for this role include:


* Driving Strategic Development: Championing implementation of the corporate strategic plan for MissionSquare Retirement.

This role will lead a team responsible for providing a robust external perspective for the business (and SWOT for MissionSquare), leading strategy development and key initiatives, gathering competitive intelligence, and translating this intelligence into actionable strategies.

This role and team will collaborate across departments to ensure a holistic perspective and alignment around MissionSquare’s strategic objectives.



*
+ Analyzing market dynamics, market share changes, product line performance, and competitive intelligence.

Identifying key capital projects, joint ventures, potential M&A targets, and other strategic partnership opportunities.
+ Ensuring suitable metrics are in place to measure performance and progress.
+ Monitoring execution of business initiatives.

CSO leads the development on a 2 to 3-year cycle, ensure alignment, and address course...