Senior Relationship Manager

MissionSquare Retirement

Base: $126,560.00 - $196,170.00; bonus/equity: inc...
Hybrid
Lead strategic client engagements
Prepare visual analytics dashboards
Manage complex relationship needs
The Senior Relationship Manager leads strategic client engagements and oversees complex reporting to shape client strategy

Job Summary

  • The Senior Relationship Manager leads strategic client engagements and oversees complex reporting to shape client strategy.
  • MissionSquare is dedicated to delivering results-oriented retirement and retiree health savings plans to public sector employees.
  • The role offers a competitive total rewards package including base pay, incentive programs, and a 401(k) plan with matching contributions.

Matching Summary

The Senior Relationship Manager leads strategic client engagements and oversees complex reporting to shape client strategy.

Salary

Base: $126,560.00 - $196,170.00; Bonus/Equity: Incentive programs included; Benefits: 401(k) with matching, flexible schedules, tuition reimbursement

Skills & Requirements

Must-have

  • Lead strategic client engagements
  • Prepare Visual Analytics dashboards
  • Manage complex relationship needs

Nice-to-have

  • Mentorship capabilities for team members
  • Advanced product knowledge of financial tools
  • Strong stakeholder management skills

Key Requirements

  • Bachelor's degree required; MBA preferred
  • 5–8 years experience in financial services
  • FINRA Series 7 and 63 or 65 (preferred)

Work Rights

Not specified

Tailored Resume

Cover Letter