Senior Relationship Manager
MissionSquare Retirement(20 days ago)
About this role
The Senior Relationship Manager at MissionSquare is responsible for leading strategic client engagements, managing high-value relationships, and delivering insights through analytics tools. The role involves mentoring junior team members and shaping client strategies to optimize retirement and investment plans.
Required Skills
- financial Products
- Analytics Tools
- Stakeholder Management
- Strategic Thinking
- Client Relations
- Investment Reports
- Mentorship
- Retirement Planning
- Financial Analysis
- Visual Analytics
About MissionSquare Retirement
missionsq.orgMissionSquare manages and administers 457, 403 and 401 retirement plans exclusively for the benefit of public sector employers and employees.
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