Regional Director (Northern, CA)

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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 exclusively 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 Revenue & Sales team.

This position manages, mentors, and motivates assigned Retirement Plan Specialists to meet and exceed sales and client retention goals. Also responsible for mentoring, training, and coaching new Regional Managers.

Manage the market development of the assigned region, which includes assisting with MVP in regional profitability, placing new products and services, retaining business, and serving as the relationship manager for assigned clients.

Significant travel within the assigned territory is required.

                                        Requires residency in Northern, CA (Bay Area)

Essential Functions for this role include:

• Develop and implement business, operating, market, and strategic plans for geographic markets.
• Ensure the retention and expansion of the existing client base.
• Personally responsible for selected major relationships within the territory.
• Act as the focal point for communicating essential product/business information from the Corporate Headquarters and the Marketing Division to the assigned RPS.
• Mentor, train, and coach new Regional Managers.
• Handle SMARSH reviews for new Regional Managers who do not have the Series 26 license.
• Instill a high level of sales motivation in the territorial team and serve as coach and on-the- job trainer as appropriate.
• Other duties as assigned.

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

• BA/BS or equivalent experience. 
• Five to seven years of experience.
• FINRA Series 6 (or 7), 63, 65 (or 66 in lieu of 63 & 65) required
• FINRA Series 26 (or 24 in lieu of 26)
• State life insurance license

• Proven field sales record with large multi-million-dollar financial services/retirement accounts. 

• Two to four years of Regional Manager experience.

• Significant knowledge of investment products, with an emphasis on deferred compensation, defined benefits, and defined contribution plans. Good understanding of specific plan provisions and legislative regulations and compliance issues.
• Sales management experience in financial services and/or public sector financial services is highly desirable.
• Strong record of success in cultivating, managing, and expanding client relationships.
• Highly proficient with computer database management software programs necessary for a field management position preferably Salesforce.
• Strong written and verbal communication and interpersonal skills necessary. Demonstrated ability to make effective group presentations.
• Thorough knowledge of RPS’s field responsibilities.
• Demonstrated leadership skills and experience coaching under- performers.

 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.

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