Manage, train and develop the R - Ms In partnership with Client Experience and Technology teams refine the client experience to include guidelines, creating consistency among the team and leading efforts to establish and maintain a training curriculum Partner with internal shared services team to effectively support the client to meet all contractual obligations Participate in new business finals presentations and client site visits Leverage and showcase knowledge of the company's products and s... 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.
The Director, Relationship Management will lead a team of relationship managers (RMs) that act as the primary strategic point of contact for an assigned book of business. He/she is responsible for ensuring that RMs are accountable for ownership of the assigned client relationships including strategy, overall service delivery, improving and managing client satisfaction and risk/retention, and client profit and loss management. This leader must ensure plan sponsor satisfaction and that the team delivers exceptional client service. Travel of up to 75% of time.
(East coast with ideal locations being Florida, DMV or New England)
Essential Functions for this role include:
- Manage, train and develop the RMs
- In partnership with Client Experience and Technology teams refine the client experience to include guidelines, creating consistency among the team and leading efforts to establish and maintain a training curriculum
- Partner with internal shared services team to effectively support the client to meet all contractual obligations
- Participate in new business finals presentations and client site visits
- Leverage and showcase knowledge of the company’s products and services with the client to enhance service to the plan sponsors
- Facilitate discussions with clients regarding legal, regulatory and design issues across the plans
- Meet retention goals and grow book of business by increasing new enrollments and adopting new governmental subdivisions
- Assist plan sponsors/RM’s with escalations including plan corrections and resolving operational defects. This includes problem resolution on behalf of clients to produce a satisfactory outcome.
If you have the following skills, we encourage you to apply:
- BA/BS or equivalent experience
- Ten or more years of experience
- One to three years of management experience
- 457 governmental plan experience
- Licenses preferred: Series 7, 24 and 63
- Recordkeeping
- Presentation Skills
- Retirement Plans Knowledge – Ideally government
- Leadership Skills
- Communication Skills
- Ability to travel
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.
