Director, Retirement Products (Finance)
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.
This position helps lead the strategic development, delivery, and management of retirement products to ensure they (1) are competitive versus the corporation's primary competitors; (2) offer features and services valued by customers; and (3) comply with regulatory and legislative requirements. The position also takes a longer-term perspective to build and execute a roadmap for the ongoing improvement of the retirement plan products, striving for marketplace excellence.
Essential Functions for this role include:
- Lead and develop a team of product managers or analysts as needed.
- Define and drive the roadmap for retirement plan products, including but not limited to 401, 457, 403b, focusing on innovation, competitiveness, and client outcomes.
- Oversee the full lifecycle of products and services including design, development, implementation, maintenance, and sunsetting. Collaborate with internal teams, operations, compliance, and client-facing teams.
- Develop and manage business plans, including customer volume forecasts, product economics, and detailed marketing programs.
- Serve as a subject matter expert in client discussions, at conferences, and for RFPs when needed.
- Create operational efficiencies through a streamlined vendor selection and management process.
- Develop recommendations (in conjunction with other departments and/or 3rd party partners) for enhancing the retirement plan products based upon market research and legislative/regulatory changes.
- Support client education and marketing efforts around product positioning and value through the development and maintaining of a standard plan offering.
- Promote products, both internally and externally, by generating publicity, excitement, and ultimately sales.
- Direct other product services related responsibilities including authoring articles, providing product-related input on brochures/forms, and managing responses to inquiries.
- Partner with Defined Contribution Investment Only (DCIO) product lead to analyze data and marketplace trends to inform product development opportunities.
If you have the following skills, we encourage you to apply:
- BA/BS or equivalent experience.
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10+ years' experience with the marketing or managing of a significant product or service, preferably in the financial services industry.
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Industry Professional Certification preferred (e.g., CEBS, CFP, ChFC, etc.)
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FINRA Series 6 or 7 and 63 preferred
- Excellent verbal, written, and presentation communication skills
- Ability to assimilate significant volumes of technical information for the purposes of proposing coherent research-based product recommendations
- Ability to successfully facilitate the efforts of inter-departmental teams comprised of individuals with varying corporate interests
- Extensive knowledge of the competitive and legal structure of retirement plan products
- Flexibility and ability to adapt quickly to new business conditions and priorities
- Proven experience managing product strategy, development, and delivery
- Familiarity with personal computer (PC) based applications (Microsoft Office, Word, Excel, PowerPoint)
- Knowledge of automated processing, operations, internal controls, and service issues
To benefit your career and support your wellbeing, we offer:
- Competitive Total Rewards (compensation and benefits) package, including 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
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.
Equal Opportunity Employer
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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