Retirement Products Analyst (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.
Assist with implementation of product features, services, and improvements to meet changing market needs and conditions. Monitor, research, and interpret federal and state legislative and regulatory issues related to retirement products and benefit plans. Ensure products and services are incompliance with laws and regulations. Act as a resource for retirement plan product technical issues. Manages relations with external product partners and vendors.
Essential Functions for this role include:
- Support interdivisional efforts to enhance/implement products, processes, and procedures.
- Proactively engage and support distribution channels (e.g., communicate best sales practices, obtain feedback on promotional material).
- Maintain knowledge of changes in market, regulations, policy, and laws impacting retirement products, and as changes occur, assist with the creation and marketing of new and related retirement products and services.
- Act as technical resource for questions posed by internal/external customers. Research and develop responses to non-standard technical questions/issues.
- Working with other internal departments, support the process of identifying non-standard plan provisions or employer processing requests for new business, and provide technical commentary on MissionSquare's ability for accommodation based upon regulatory, competitive, and corporate standards.
- Support the process for maintaining existing plan document compliance with appropriate laws/regulations and ensuring clients adopt updated plan documents and amendments as needed.
- Support training efforts with distribution channels on retirement plans and associated issues
- Other duties as assigned.
If you have the following skills, we encourage you to apply:
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BA/BS or equivalent experience
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3+ years' experience with marketing or managing of a product or service, preferably in the financial services industry.
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Working knowledge of the public sector and how decisions are made
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Working knowledge of defined contribution retirement plans and IRAs
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Ability to work effectively in a team environment across departmental lines
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Ability to think outside the box and creatively solve problems
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Proficient with Microsoft Office applications
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Ability to prioritize and work independently
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Experience with product development, product management, and marketing of financial services products
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Strong analytical and quantitative skills
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Excellent presentation and communication skills, with a proven ability to create effective presentations
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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