Relationship Management Director (Southern, CA)

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 Revenue & Sales team.

The Relationship Management Director is responsible for overall relationship and retention of MissionSquare’s largest clients.

They will deliver face-to-face proactive account management by serving as the primary liaison between clients and MissionSquare.

This requires the ability to expand and deepen broad plan sponsor relationships and maintain strong client satisfaction and reference ability.

The Relationship Management Director (RM) is required to assist 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. 

                                            Requires residency in the Southern, CA area 

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:


* BA/BS or equivalent experience


* 10 or more years of experience


* Series 7 and 63, as well as Life, Health & Variable Annuity Licenses


* Senior-level relationship management experience in a financial serv...