Senior Relationship Manager
Role Overview
The Senior Relationship Manager leads strategic client engagements, oversees complex reporting and analytics, and mentors junior team members.
This role is pivotal in shaping client strategy, delivering high-impact insights through tools like Visual Analytics, and managing high-value relationships.
The position requires advanced financial knowledge, strong stakeholder management skills, and the ability to navigate complex client dynamics.
Ideal geographic location of candidates are as follows: Colorado, Texas or Missouri
Essential Functions for this role include:
• Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs.
• Prepare and present Visual Analytics dashboards and investment reports to support client decision-making and fiduciary responsibilities.
• Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development.
• Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement.
• Performs other duties as assigned
If you have the following skills, we encourage you to apply:
• Bachelor’s degree required; MBA preferred
• 5–8 years experience in financial services
• FINRA Series 7 and 63 or 65 (preferred)
• Expert knowledge of financial products and analytics tools
• Strategic thinking, stakeholder management, influence
• Ability to navigate complex client dynamics
• Advanced product knowledge
• Mentorship capabilities .
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.
Key Skills for This Role
Full Job Posting
Essential Functions for this role include
Serve as the primary contact for strategic client accounts, ensuring alignment with business goals and managing complex relationship needs.
Prepare and present Visual Analytics dashboards and investment reports to support client decision-making and fiduciary responsibilities.
Provide mentorship and guidance to junior Relationship Managers, sharing best practices and supporting professional development.
Lead plan reviews and offer strategic recommendations to optimize plan design, investment strategy, and client engagement.
Performs other duties as assigned
If you have the following skills, we encourage you to apply
- Bachelor’s degree required; MBA preferred
- 5–8 years experience in financial services
- FINRA Series 7 and 63 or 65 (preferred)
- Expert knowledge of financial products and analytics tools
- Strategic thinking, stakeholder management, influence
- Ability to navigate complex client dynamics
- Advanced product knowledge
- Mentorship capabilities .
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.
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