Director Relationship Management

Be at 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. They are 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.

The preferred geographic locations for the applicants are Michigan, Illinois or Colorado.

Essential Functions for this role include:

• Manage, train and develop the Relationship Managers
• 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.
• Act as key liaison between MVP/RM/RSM’s/Institutional Sales on consolidation opportunities

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

• 10+ years’ of 457 governmental plan experience, recordkeeping, overall financial services, presentation skills and superior customer service skills.
• Presentation Skills
• Retirement Plans Knowledge – Ideally government
• Strong Leadership/Management Skills
• Communication Skills
• Licenses (Series 7, 63 and 24)
• Ability to travel (Up to 25%)

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.