Senior Relationship Manager

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.

Essential Functions for this role include:


* 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

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


* 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

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


* 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

Click here to learn more about MissionSquare's benefits.

Equal Employment Opportunity

As a company, MissionSquare is an Equal Op...