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.$145,550.00 - $225,610.00The Senior Product Solutions Consultant serves as a strategic advisor and technical expert, bridging the gap between client needs and product capabilities. This role supports financial advisors, clients, and internal teams by promoting retirement and wealth solutions, guiding product implementation, and driving long-term value through tailored strategies and technical expertise.
Essential Functions For This Role Include
- Lead client engagements to assess needs and recommend tailored products and software solutions.
- Provide expert sales and product support to advisors, focusing on retirement plans and personal wealth strategies.
- Serve as the product and technology expert during the sales cycle, presenting solutions and offering technical guidance to prospects.
- Educate advisors and clients on product capabilities, financial wellness tools, and benefits.
- Support RFPs by reviewing products across plan types to ensure alignment with offerings and position the company favorably.
- Showcase software solutions that meet specific business requirements.
- Act as a liaison between customers, sales, and product management to communicate feedback and influence product enhancements.
- Conduct market research and competitive analysis to inform product development.
- Track market trends based on client needs and requests, providing expertise on complex assignments.
- Develop and deliver compelling presentations, demos, and training sessions for both technical and non-technical audiences.
- Support new and existing clients through proactive solutioning, client meetings, and rebid support.
- Evaluate and negotiate mutually beneficial third-party relationships.
- Participate in cross-functional initiatives and attend finalist presentations.
- Assist with pricing and financial analysis for sales opportunities.
- Track activity using Salesforce and contribute to business impact reporting.
- Assist in developing training materials and user guides.
- Mentor various team members and contribute to internal knowledge sharing.
- Stay current on industry trends, regulations, and competitive offerings.
- Support successful product implementation and ensure a positive adoption experience.
- Develop and execute territory-specific sales strategies aligned with business goals.
- Performs other duties as assigned
If you have the following skills, we encourage you to apply:
- Bachelor’s degree in Finance, Business Administration, Marketing, or related field.
- 5+ years of experience in retirement planning, wealth management, product consulting, or solutions engineering.
- Series 6, 7, 63 & 65
- Deep understanding of retirement products (401(k), IRAs, annuities), personal wealth strategies, and product lifecycle management.
- Strong technical acumen with experience in software, APIs, and integrations.
- Proven track record of successful client relationships and product implementations.
- Experience with CRM platforms and financial planning tools.
- Exceptional communication, analytical, and organizational skills.
- Ability to manage multiple projects and meet tight deadlines.
- Experience working in fast-paced, client-facing environments.
- Familiarity with financial wellness programs and digital advisory platforms.
- Experience in software development or technology sectors.
- Strategic mindset with a customer-centric approach and passion for helping clients achieve financial security.
- Proficiency with tools like Jira, Confluence, or product analytics platforms.
- Ability to lead client education sessions and advisor training.
- Collaborative spirit with the ability to work across sales, product management, and engineering teams.
To benefit your career and support your wellbeing, we offer:
- Competitive Total Rewards package, including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions
- Flexible and hybrid work schedules to support work-life balance
- Tuition reimbursement to support continued education
- Professional and career development opportunities, including courses and certifications
- Comprehensive wellness programs promoting physical, mental, and emotional health
- Volunteerism initiatives to encourage community engagement
Click Here To Learn More About MissionSquare’s Benefits.
Equal Employment Opportunity
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.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.
