Coordinating RFP/finals activity and RFP/finals reviews Developing and tailoring sales concepts and presentations on basis of client needs and profile. Creating ad-hoc data mining campaigns for Plan Sponsors Being a lead user of Salesforce to document and execute activity for all retention opportunities. Supporting report requests from Plan Sponsors Facilitating research into complex Plan Sponsor issues Participating in and leading projects as needed Monitoring aging case reports and/or other re... more details
Join a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales team.
Please note: This position is not limited to Washington, DC. It is available for remote candidates across the United States.
The Relationship Management Analyst is responsible for supporting the RM team and maintaining existing relationships to meet retention goals. The Analyst will be responsible for overseeing and supporting projects, retention strategies, data gathering and analytics. They will also act as a liaison with internal teams (business partners).
Essential Functions for this role include:
- Coordinating RFP/finals activity and RFP/finals reviews
- Developing and tailoring sales concepts and presentations on basis of client needs and profile.
- Creating ad-hoc data mining campaigns for Plan Sponsors
- Being a lead user of Salesforce to document and execute activity for all retention opportunities.
- Supporting report requests from Plan Sponsors
- Facilitating research into complex Plan Sponsor issues
- Participating in and leading projects as needed
- Monitoring aging case reports and/or other reporting required by RM Leadership
- Building meaningful and credible partnerships throughout the MissionSquare Retirement organization to leverage colleagues’ insights, external relationships, marketing materials etc. to foster a strong team environment.
- Other duties as assigned
If you have the following skills, we encourage you to apply:
- BA/BS or equivalent experience.
- Three to five years of experience.
- Experience in financial services industry, financial sales, or financial wholesaling.
- Knowledge of investment management or financial industry
- Internal Wholesaler experience
- Demonstrates high level of time management, organizational skills, and attention to detail with integrity and ownership of work.
- Team player with strong interpersonal communication and sales skills that can thrive in a collaborative sales environment.
- Ability to work independently and in a team environment.
- Proficient with Word, Excel, and PowerPoint
- Proficient with Salesforce or similar software
To benefit your career and support your wellbeing, we offer:
- Competitive Total Rewards (compensation and benefits) package, including 401(k) Plan with matching contributions
- Varied incentive plans
- Flexible/Hybrid work schedules
- Wellness programs
- Tuition reimbursement
- Professional and career development courses
- Mentoring programs
- Volunteerism program
As a company, MissionSquare Retirement is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law.
