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    Institutional Client Advisor - San Francisco, United States - ICMA-RC

    ICMA-RC
    ICMA-RC San Francisco, United States

    3 weeks ago

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    Description


    Join a great place to work MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services is seeking revenue and sales talent.

    Headquartered in Washington, DC, MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers.

    Today, MissionSquare Retirement serves more than 1.5 million participant accounts, and more than 9,000 retirement plans across the country. We have an extraordinary talent base and invite you to consider joining MissionSquare Retirement's Revenue & Sales Team.


    TWO POSITIONS AVAILABLE:
    ONE COVERS THE EASTERN HALF OF THE U.S. AND THE OTHER COVERS THE WESTERN HALF


    The Institutional Client Advisor will work with internal and external partners to create and identify new Investment Only ("IO") opportunities on outside recordkeeping platforms across all asset classes.

    In addition to new client relationships, the individual is responsible for managing relationships with current MissionSquare Defined Contribution Investment Only ("DCIO") clients.

    This individual also will promote and deliver the broader MissionSquare organization (mission, resources, investment capabilities) to the Defined Contribution community, including Advisors, Consultants & Plan Sponsors within assigned territory, and represent MissionSquare at industry conferences and organization events.


    Essential Functions/Activities:
    The work involves approximately 50-80% travel, with higher percentages during certain periods.

    Work directly with Plan Sponsors, consultants/advisors, and third-party partners to promote and expand the market share of the suite of MissionSquare Retirement investment offerings.

    Conduct consultative discussions with plan sponsors on investment alternative considerations, requiring in depth knowledge of investment styles, portfolio structuring, and fund specific details.

    Interact with Field Sales, Investments, Marketing, Financial Operations, and Compliance, as well as teams within the Institutional Sales to address internal and external investment education, communication and materials needs.

    Work directly with Field Sales and Consultant Relations to create and identify new Investment Only opportunities while working to retain current investment clients.

    Participates in the exchange of economic, market, and industry news and analysis among MissionSquare team members in support of all investment programs managed by MissionSquare Retirement.

    Other duties as assigned.

    Required Skills/Knowledge/Experience:


    Investment experience with emphasis on portfolio analysis, asset allocation strategies, mutual fund research and analysis, and investment and economic trends.

    Ability to leverage analytical experience into written and verbal communication for a variety of audiences, including consultants/advisors, investment research analysts, investment committees and boards of directors, that may range from financial professionals to those without a financial background.

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

    BS/BA Degree or equivalent experience
    CFA, or progress towards receiving, preferred
    5 to 7 years in the sales/DCIO space
    Series 7 and 63 licenses
    Experienced understanding of mutual fund evaluation criteria
    Ability to understand and evaluate Collective Investment Trusts (CITs)
    Investment related client contact through travel and conference calls, preferably with senior level institutional clients, and with public speaking experience
    Strong writing and related research skills
    Solid understanding of the economy and capital markets
    Excellent listening and client communication skills and ability to effectively communicate with senior level institutional clients
    Asset Allocation modeling
    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

    MissionSquare is providing the base salary range for this position as is required under California law.

    In addition to base salary, this position is eligible for sales incentive compensation, with any actual incentive based on performance.

    Actual base salary and sales incentive eligibility will be defined at time of offer and may consider such factors as education, experience, skill set, geographic location, and certification or licensing.


    Total Compensation Range:
    $110,060 - $170,590.

    As a company, MissionSquare Retirement 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.

    #J-18808-Ljbffr
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