United States onlyJoin a great place to work with MissionSquare Retirement, a FINANCIAL SERVICES LEADER in public sector employee retirement products and services. 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 Client Experience team.
The core function of this position is to oversee and coordinate different fund lineup changes for the Client Experience team. MissionSquare has a large portfolio of projects and activities focused on fund related changes for recordkeeping clients. The Fund Lineup Services lead has a specific focus on oversight of the team’s fund related projects and a general focus on coordination and timely delivery of these projects.
Essential Functions for this role include:
- Oversee all Fund Lineup Services (FLS) project requests and follows project management best practices.
- Work collaboratively with management and project teams to scope projects, obtain resources, and schedule tasks.
- Maintain a high level of service to clients by responsiveness, effective communications, and completion of project deliverables in agreed upon timeframes according to contractual benchmarks.
- Foster collaborative relationships with Sales, Finance, vendor, and other internal stakeholders.
- Maintain project management information systems through our online collaborative workspace (SharePoint) to document project requirements, notes, and other critical information to be shared with relevant business units and vendor, as well as through our enterprise customer relationship management platform (Salesforce).
- Ensure fund data is updated in a centralized investment database by internal stakeholders and the fund data is shared with vendor when establishing new funds, updating key pieces of fund data, and requesting fund lineup changes on behalf of recordkeeping clients.
- Coordinate effective communications for plan sponsors, or consultants, and participants.
- Partner with management to prepare and deliver internal and external reporting.
- Other duties as assigned.
If you have the following skills, we encourage you to apply:
- BA/BS or equivalent experience
3-5 years of experience in financial services or similar environment
3-5 years of experience in project management.
- Project Management Professional Certification preferred
- Knowledge of Retirement Plan Recordkeeping
- Knowledge of Investment Products
- Interpersonal Skills
- Communication (Written and Oral)
- Salesforce
- SharePoint
- SQL
- Project Management
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 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.
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.
