VP, Head of Guided Pathways Advisory Services

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 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.

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's Product Strategy team.

The VP, Head of Guided Pathways Advisory Services will refine, define, and evolve MissionSquare’s managed accounts product and program.

Reporting to the SVP, Chief Product Strategy Officer, the candidate will lead the efforts to grow and expand the utilization of managed accounts throughout our participant base.

This leader works with multiple organizations across MissionSquare ensuring the delivery of key business initiatives.

Essential Functions for this role include:


* Responsible for the expansion and growth of MissionSquare’s in-plan managed account program.


* Ensure all necessary reporting requirements are met.


* Leverage collaborative skills to research system and program performance.


* Continuously evolve the service delivery model as requested by institutional clients while adhering to fiduciary requirements.


* Work with internal service teams to ensure training and processing standards are met.


* Develop and maintain exceptional client relationships.


* Implement strategy, business objectives, customer requests, performance, and operational enhancements.


* Applies knowledge, skills, tools, and techniques to project activities with the clear goal of meeting or exceeding business and stakeholder needs and expectations.

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


* BA/BS or equivalent experience.


* Minimum of 15 years of proven professional experience in retirements organization.


* Financial services experience, particularly with Wealth Management/Managed Accounts or Asset Management business is necessary.


* Senior level experience defining strategic roadmaps and leading the development of solutions and offerings aligned with and in support of the strategic direction of the business.


* Can report and track progress at a senior level.


* A proven history of project and program management delivery.


* Experienced engaging with senior internal and external clients and partners.


* Committed servant leader and an inspirational people leader, capable of setting strategic direction and encouraging others to deliver results and impact to achieve that strategy.


* Embrace and foster a continuous im...