MissionSquare Retirement

Relationship Management Director

MissionSquare Retirement(4 months ago)

HybridFull TimeDirector$140,000 - $140,000Relationship Management
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About this role

The Relationship Management Director at MissionSquare is a senior client-facing leader serving public sector retirement plan sponsors. The role represents MissionSquare’s Tier 1 client portfolio in Greater Southern California and supports alignment between client objectives and the organization’s retirement and retiree health savings offerings. The position requires residency in Greater Southern California and significant travel.

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Required Skills

  • Relationship Management
  • Account Management
  • Client Retention
  • Strategic Planning
  • Stakeholder Engagement
  • Sales
  • Fiduciary Oversight
  • Reporting
  • Visual Analytics
  • Presentation

Qualifications

  • BA/BS
  • Series 7
  • Series 63
  • Life License
  • Health License
  • Variable Annuity License
MissionSquare Retirement

About MissionSquare Retirement

missionsq.org

MissionSquare manages and administers 457, 403 and 401 retirement plans exclusively for the benefit of public sector employers and employees.

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