Retirement Products Analyst

Missionsquare RetirementWashington, DC
229d

About The Position

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's Product & Strategy team.

Requirements

  • BA/BS or equivalent experience.
  • 3+ years' experience with marketing or managing of a product or service, preferably in the financial services industry.
  • Working knowledge of the public sector and how decisions are made.
  • Working knowledge of defined contribution retirement plans and IRAs.
  • Ability to work effectively in a team environment across departmental lines.
  • Ability to think outside the box and creatively solve problems.
  • Proficient with Microsoft Office applications.
  • Ability to prioritize and work independently.
  • Experience with product development, product management, and marketing of financial services products.
  • Strong analytical and quantitative skills.
  • Excellent presentation and communication skills, with a proven ability to create effective presentations.

Responsibilities

  • Assist with implementation of product features, services, and improvements to meet changing market needs and conditions.
  • Monitor, research, and interpret federal and state legislative and regulatory issues related to retirement products and benefit plans.
  • Ensure products and services are in compliance with laws and regulations.
  • Act as a resource for retirement plan product technical issues.
  • Manage relations with external product partners and vendors.
  • Support interdivisional efforts to enhance/implement products, processes, and procedures.
  • Proactively engage and support distribution channels (e.g., communicate best sales practices, obtain feedback on promotional material).
  • Maintain knowledge of changes in market, regulations, policy, and laws impacting retirement products.
  • Assist with the creation and marketing of new and related retirement products and services.
  • Act as technical resource for questions posed by internal/external customers.
  • Research and develop responses to non-standard technical questions/issues.
  • Support the process of identifying non-standard plan provisions or employer processing requests for new business.
  • Provide technical commentary on MissionSquare's ability for accommodation based upon regulatory, competitive, and corporate standards.
  • Support the process for maintaining existing plan document compliance with appropriate laws/regulations.
  • Ensure clients adopt updated plan documents and amendments as needed.
  • Support training efforts with distribution channels on retirement plans and associated issues.
  • Other duties as assigned.

Benefits

  • Competitive Total Rewards (compensation and benefits) package.
  • 401(k) Plan with matching contributions.
  • Varied incentive plans.
  • Flexible/Hybrid work schedules.
  • Wellness programs.
  • Tuition reimbursement.
  • Professional and career development courses.
  • Mentoring programs.
  • Volunteerism program.
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