Associate Manager, Financial Planning - NYC (Finance)
Join MissionSquare Retirement, a leader in public sector employee retirement services. Headquartered in Washington, DC, we provide portable retirement benefits for city and county managers. Today, we serve over 1.5 million participant accounts and 9,000 retirement plans nationwide. Consider joining our talented Revenue & Sales team!
Conduct financial planning seminars at the Deferred Compensation Plan Headquarters and various NYC agency locations. The aim is to position the New York City Deferred Compensation Plan (a client of MissionSquare Retirement) as the primary resource for financial planning before and during retirement. Seminars and phone campaigns help deepen relationships, retain participants, and increase plan enrollment.
When requested, the Associate Manager, Financial Planning (must be a Certified Financial Planner) will create and deliver financial plans in person at the headquarters, with a Financial Planning Manager present.
Essential Functions for this role include:
- Assist in department calling campaigns, individual financial planning sessions, seminar, and handout updates, and conducting financial planning seminars within the assigned geographic area.
- Responsible for staying current on all NYC Deferred Compensation Plan services as well as additional City-Wide employee benefits. Keep current with the financial planning industry at large.
- Be able to present all NYC Deferred Compensation On-Site seminars which include but are not limited to the following topics: Retirement Planning, Money and Credit, Estate Planning, Social Security & Medicare, Distribution Planning, NYCE IRA and Tax Planning.
- Using highly effective presentation and personal communication skills, make concepts and reports understandable when delivering seminars and financial plans to participants.
- Other duties and projects as assigned for the program.
- Will be required to present both before and after normal business hours.
If you have the following skills, we encourage you to apply:
- Bachelor's degree or equivalent experience
- One to three years of experience.
- CFP, FINRA 7 and 63
- Industry expertise in 457, 401, 403b, IRA's and other qualified retirement plans
- Effective presentation skills to large groups
- Excellent interpersonal and communication skills
- Demonstrated ability to build and maintain effective relationships
- Thorough knowledge of NYC Deferred Compensation Plan products and services
- Knowledge of other City-Wide Retirement Plans
- Knowledge of MissionSquare Retirement's seminars
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.
Salary: $107,790 + bonuses
PARTICIPANT FIN PLANNING