MissionSquare Retirement

Relationship Management Director

MissionSquare Retirement(5 months ago)

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

The Relationship Management Director at MissionSquare is the primary client-facing leader for the organization’s largest public-sector retirement-plan clients, focused on preserving and growing strategic relationships to ensure long-term retention and satisfaction. The role represents MissionSquare to plan sponsors and stakeholders, supports plan-level retirement solutions, and serves as a senior liaison between clients and internal teams. Residency in Southern California is required.

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Required Skills

  • Relationship Management
  • Account Management
  • Client Retention
  • Strategic Planning
  • Presentation Skills
  • Negotiation
  • Investment Products
  • Fiduciary Knowledge
  • Sales Management
  • Stakeholder Management

+2 more

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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