Associate Manager, Financial Planning

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.

$84,880.00 - $127,330.00

The Associate Manager, Financial Planning delivers financial planning education and services to participants of the New York City Deferred Compensation Plan.

The role supports participant engagement and plan growth through seminars, individual financial planning sessions, and outreach campaigns, while strengthening participant relationships before and throughout retirement.



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*PLEASE NOTE: This is a hybrid position with two (2) days remote and three (3) days onsite.

Onsite address is:

22 Cortland Street, New York, NY (Lower Manhattan, one block from World Trade Center, which is conveniently located near subway and Path Train stations.

Essential Functions for this role include:


* Deliver financial planning seminars at Deferred Compensation Plan headquarters and agency work‑site locations to position MissionSquare's NYC Deferred Compensation Plan as the primary financial planning resource.


* Conduct financial planning seminars and outreach campaigns to deepen participant relationships, retain existing participants, and promote plan participation growth.


* Assist with department calling campaigns, individual planning sessions, seminar updates, and handout revisions within the assigned geographic area.


* Maintain current knowledge of NYC Deferred Compensation Plan services and applicable city‑wide employee benefits.


* Maintain working knowledge of the broader financial planning industry and best practices.


* Present approved Deferred Compensation On‑Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.


* Deliver financial planning content using effective presentation and interpersonal communication skills to ensure participant comprehension of financial concepts and reports.


* Prepare and deliver individualized financial plans in person at headquarters locations when requested by plan participants, with a Financial Planning Manager present.


* Perform other duties and special projects as assigned.


* Present seminars and conduct sessions before or after standard business hours as required.


* Performs other duties as assigned

If you have th...