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Manager, Operations & Client Engagement at MissionSquare Retirement - ApplyBlast

Manager, Operations & Client Engagement

MissionSquare Retirement

21 days ago

4.3 on Glassdoor

District of Columbia, United States

Hybrid

Full Time

Manager

0 applicants

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About this role

The Manager, Operations & Client Engagement improves client and participant outcomes by connecting client insight, operational data, and process improvement. This role partners with Sales, Operations, and other functions to translate feedback into practical recommendations and defined improvement efforts. The position provides critical research, reporting, and Salesforce support while helping the organization identify patterns and deliver consistent client outcomes.

Responsibilities

Analyze client and operational data to identify recurring friction and improvement opportunities
Translate findings into practical recommendations and coordinate cross-functional process improvements
Provide account research, reporting, and Salesforce support for defined sales needs

Skills

About MissionSquare Retirement

missionsq.org

Headquarters

Washington, District Of Columbia, United States

Company Size

501-1000 employees

View Profile

MissionSquare is a financial services company that provides personal investment accounts, workplace retirement plans (including 457(b), 401(a), 401(k), and 403(b) plans), and wealth management services. With over $73.9 billion in assets under management and administration, the company serves more than 1.1 million participant accounts across approximately 8,900 employer plans. MissionSquare also offers advisory services, IRAs, and financial planning resources including access to CFP® professionals.