Manager, Virtual Relationship Management at ICMA RETIREMENT CORP DBA MISSIONSQUARE RETIREMENT

, Alaska, United States -

Full Time

Start Date

Immediate

Expiry Date

13 Feb, 26

Salary

148340.0

Posted On

15 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Sales Experience, Communication Skills, Presentation Skills, Negotiation Skills, Client Satisfaction, Investment Products Knowledge, Technical Information Conveyance, Strategic Business Planning, Client Goals Management, Proactive Account Management, Team Collaboration, Client Retention Strategy, Product And Service Expansion, Visual Analytics, Plan Investment Reporting

Industry

Financial Services

Description

Join a great place to work with MissionSquare, a financial services corporation with approximately $79 billion in assets under management and administration and over 600 employees. Founded in 1972, MissionSquare is dedicated to the retirement needs of public sector employees. We focus on delivering results-oriented retirement and retiree health savings plans, education, investment options, personalized guidance, and related services to public sector participants in more than 9,200 plans and nearly 2 million participant accounts. We strive to make the administration of retirement programs as easy and cost-effective as possible. We have an extraordinary talent base and invite you to consider joining MissionSquare. $95,700.00 - $148,340.00 Responsible for overall relationship and retention of Mission Square’s clients. Deliver virtual proactive account management by serving as the primary liaison between assigned clients and Mission Square. Requires the ability to expand and deepen broad plan sponsor relationships (Retirement Boards, senior management, council members or commissioners, any municipal relationship in an authoritative or decision-making role, consultants and other stakeholders), and maintain strong client satisfaction and reference ability. Essential Functions for this role include: Deliver proactive account management and direct the overall retention strategy of Mission Square Retirement’s clients with assets of $10-50 million. Direct the service delivery for assigned cases. Work collaboratively with both the local service team and home office staff to ensure clients’ needs are met including individual meetings with participants and key influencers when possible. Build and broaden client relationships across all key influencers. Determine client goals and objectives and manage a strategic business plan towards those objectives. Lead periodic relationship oversight reporting, including but not limited to delivery of Visual Analytics, Plan Investment and Plan Service Reports. Assist clients with adding products and services to fulfill their needs and meet their plan and fiduciary responsibilities. Regularly support and implement corporate initiatives. Ensure long-term client satisfaction and reference ability. Identify new business and service/product expansion opportunities for Mission Square Retirement If you have the following skills, we encourage you to apply: BA/BS or equivalent experience. 1-3 year’s relationship management or sales experience in a financial services organization specializing in deferred compensation and/or defined contribution plan clients strongly preferred. FINRA Series 7 and 63, as well as Life, Health & Variable Annuity Licenses. Demonstrated ability to develop effective relationships at all levels, examples include top mgmt., elected officials and union officials Demonstrated effective negotiation skills Highly effective communication and presentation skills. Proven ability to learn technical information quickly and the ability to convey that information to others clearly and concisely. The ability to motivate and influence individuals over whom there is no authority, both at the assigned clients and within Mission Square Retirement Significant knowledge of investment products, with an emphasis on deferred compensation, and defined contribution plans. To benefit your career and support your wellbeing, we offer: Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions Flexible and hybrid work schedules to support work-life balance Tuition reimbursement to support continued education Professional and career development opportunities, including courses and certifications Comprehensive wellness programs promoting physical, mental, and emotional health Volunteerism initiatives to encourage community engagement Click here to learn more about MissionSquare’s benefits. Equal Employment Opportunity As a company, MissionSquare is an Equal Opportunity Employer. We strive to create an environment that reflects the value and diversity of our employees and fosters respect among them. We believe that talent from diverse backgrounds will further enhance our ability, and mission, to serve those who serve their communities. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, or any other protected classifications under any applicable law. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection. We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace. To see awards and recognition, click here. At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.

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Responsibilities

Responsible for overall relationship and retention of Mission Square’s clients, delivering virtual proactive account management as the primary liaison. The role involves expanding client relationships, managing strategic business plans, and ensuring long-term client satisfaction.