Senior Relationship Manager
$126560/y-$196170/y
MissionSquare Retirement2 days ago
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OnsiteFull-timeSenior
Summary
MissionSquare is seeking a Senior Relationship Manager to join their team in Missouri, United States. The role involves leading strategic client engagements, overseeing complex reporting and analytics, and mentoring junior team members.
About the Role
As a Senior Relationship Manager, you will serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs. Your responsibilities will include preparing and presenting Visual Analytics dashboards and investment reports, providing mentorship to junior Relationship Managers, leading plan reviews, and offering strategic recommendations to optimize plan design and client engagement.
About You
Required:
- Bachelor’s degree required; MBA preferred.
- 5–8 years experience in financial services.
- Expert knowledge of financial products and analytics tools.
- Strong stakeholder management skills.
Preferred:
- FINRA Series 7 and 63 or 65.
- Strategic thinking and influence capabilities.
- Ability to navigate complex client dynamics.
- Advanced product knowledge.
- Mentorship capabilities.
Benefits
- 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.
MissionSquare Retirement
At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future. Founded in 1972, MissionSquare Retirement is a mission-based, nonstock, nonprofit, financial services company with over $70 billion in assets under management and administration focused on delivering retirement plans, investment options, and personalized guidance for over 1.5 million participant accounts.* For almost 50 years, our mission has been constant – to help those who serve reach their retirement goals with confidence. For more information, visit https://www.missionsq.org or follow MissionSquare Retirement on LinkedIn, Facebook, Instagram, and Twitter.
Missouri, United States