Regional Director

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.

This position manages, mentors, and motivates assigned Retirement Plan Specialists to meet and exceed sales and client retention goals. Manage the market development of the assigned region, which includes assisting with MVP in regional profitability, placing new products and services, retaining business, and serving as the relationship manager for assigned clients. Significant travel within the assigned territory is required. 

Requires residency in Northern California (preferably within the Bay Area)

Essential Functions for this role include:

• Develop and implement business, operating, market, and strategic plans for geographic markets.

• Ensure the retention and expansion of the existing client base.

• Personally responsible for selected major relationships within the territory.

• Act as the focal point for communicating essential product/business information from the Corporate Headquarters and the Marketing Division to the assigned RPS.

• Ongoing Review of email communications

• Instill a high level of sales motivation in the territorial team and serve as coach and on-the- job trainer as appropriate.

• Performs other duties as assigned

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

• Bachelor’s degree in Business or any related field.

• Five to seven years of experience in financial services, with a proven track record in field sales managing large multi-million-dollar retirement and investment accounts.

• FINRA Series 6 (or 7), 63, 65 and FINRA Series 26 or 24.

• Significant knowledge of investment products, including deferred compensation, defined benefit, and defined contribution plans, as well as plan provisions, legislative regulations, and compliance requirements.

• Strong record of success in cultivating, managing, and expanding client relationships.

• Highly proficient in database management software for field operations, preferably Salesforce.

• Strong written and verbal communication skills, with the ability to deliver effective group presentations.

• Demonstrated leadership skills, including experience coaching underperforming team members.

 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.