Senior Relationship Manager

MissionSquare • Colorado - Remote, MO

6d • $126,560 - $196,170 • Hybrid

About The Position

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

Requirements

• Bachelor’s degree required
• 5–8 years experience in financial services
• Strategic thinking, stakeholder management, influence
• Ability to navigate complex client dynamics
• Advanced product knowledge
• Mentorship capabilities

Nice To Haves

• MBA preferred
• FINRA Series 7 and 63 or 65 (preferred)

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior