Manager, Operations & Client Engagement

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.

The Manager, Operations & Client Engagement helps improve client and participant outcomes by connecting client insight, operational data, process improvement, and cross-functional execution. Building on a strong understanding of Sales, client needs, and recurring friction points, this role translates feedback and operational signals into practical recommendations and defined improvement efforts.

The role serves as an important partner to Sales, RPAMs, Operations process owners, and other functions. It continues to provide critical research, reporting, Salesforce, and sales-related support while helping the organization move from resolving individual requests to identifying patterns, improving processes, and delivering more consistent client outcomes.

Essential Functions for this role include:

• Analyze client, participant, Sales, service, and operational information to identify recurring friction, risks, and improvement opportunities.
• Translate findings into practical recommendations for Operations and cross-functional partners.
• Develop reporting that helps leaders understand patterns, actions, and results.
• Support follow-through by connecting client feedback and operational signals to defined improvement efforts.
• Research and coordinate responses to participant, plan sponsor, and sales-related inquiries that require information across systems or functions.
• Provide account research, reporting, Salesforce support, and operational insight for defined Sales needs.
• Help distinguish between individual client requests and recurring issues that may require broader process improvement.
• Partner with process owners to understand intended client outcomes, identify root causes, and prioritize practical improvements.
• Own defined improvement efforts with clear outcomes, scope, partners, and measures of success.
• Help translate recurring client and Sales feedback into scalable improvements where appropriate.
• Monitor implementation and results, recommend adjustments, and capture lessons learned.
• Coordinate with Sales, Operations, Product, Technology, Marketing, Legal/Compliance, and service providers to execute agreed-upon improvements.
• Bring the appropriate partners together, clarify actions and ownership, and support progress through implementation.
• Represent client, Sales, and operational considerations in assigned initiatives.
• Performs other duties as assigned

If you have the following skills, we encourage you to apply:

• Salesforce experience

• Client and business orientation
• Analytical problem-solving and root-cause analysis
• Process improvement and operational execution
• Cross-functional partnership and influence
• Ability to translate insight into practical recommendations and actions
• Sound judgment and comfort operating through ambiguity
• Relationship management and stakeholder collaboration
• Attention to detail and data accuracy
• Regulatory and retirement plan operational knowledge
• Clear written and verbal communication

 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.