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 - $225,610.00 The Director, Practice Management is responsible for designing and executing strategies that enhance the productivity, growth, and operational excellence of affiliated financial advisors. This leader serves as a strategic partner to advisors, helping them optimize their business models, improve client engagement, and scale effectively. The role bridges advisor coaching, business consulting, product and sales knowledge expansion and operational innovation. Essential Functions For This Role Include Develop and implement scalable practice management programs tailored to advisor needs Provide one-on-one consulting to top-performing advisors on business planning, client segmentation, team structure, and succession planning Lead workshops, webinars, and training sessions on best practices in product and advisor growth Collaborate with operations, compliance, and technology teams to streamline advisor workflows Identify and deploy tools that improve advisor efficiency (CRM, financial planning software, reporting platforms) Monitor KPIs across advisor practices and recommend performance-enhancing strategies Support onboarding and transition of new advisors, ensuring a smooth integration into the firm’s ecosystem Partner with marketing and business development teams to help advisors grow their client base Lead initiatives around succession planning, mergers & acquisitions, and continuity strategies Potentially manage a team of practice management consultants or business coaches Serve as a liaison between advisors and internal departments to ensure alignment and responsiveness Stay current on industry trends, regulatory changes, and competitive benchmarks If you have the following credentials, we encourage you to apply: BA or advanced degree in finance, business, or organizational leadership or extensive, proven business experience 8–12 years in financial services, preferably within a broker/dealer or RIA environment Experience managing software vendors relationships Experience managing software solutions facilitating advisory product management and advisory product billing within a broker/dealer or RIA Proficiency in CRM systems, portfolio management tools, and financial planning software Proven track record in advisor coaching, business consulting, or practice management Familiarity with custodial platforms, compliance frameworks, and wealth management technologies Strategic thinking with strong business acumen Exceptional communication and interpersonal skills Ability to lead cross-functional initiatives and manage change Deep understanding of advisor business models and client service dynamics Strong relationship building and interpersonal skills in an in-person and virtual environment Ability to work within a team and across organization to build solutions to meet aggressive growth targets Series 7 required 63, 65 or 66 and 24 or ability to acquire within 6 months 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.
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. $73,810.00 - $110,720.00 The Senior Financial Analyst for Financial Planning & Analysis coordinates financial planning, budgeting and forecasting for MissionSquare Retirement. The Analyst assists with planning, developing and preparing expense forecast and variance explanations and engages with management to collect, analyze, and summarize financial data. The Analyst also provides support and data in preparation of financial presentations for senior management and the Board. Essential Functions For This Role Include Financial modeling to include the design, development and maintenance of complex financial models and systems Lead budgeting, forecasting, and financial analysis for the organization’s largest expense category, Salaries and Employee Benefits Guide the development of the expense budget, forecasts and variance analysis Document drivers of budget to actual variances for assigned areas Deliver insightful financial analysis and produce management reports that support decision-making Coordinate and update forecast models and refine forecasts to ensure current business and regulatory trends are captured in the outcome Operate as a key partner for assigned areas and support business partners/management with issue analysis and resolution Manage, oversee and maintain assigned databases/modules in the FP&A planning system Manage and deliver highly confidential and time-sensitive analysis for compensation and performance metrics Provide data and analysis for business cases, benchmarking studies, and other special corporate initiatives/projects Other duties as assigned If you have the following skills, we encourage you to apply: Bachelor’s degree in Finance, Accounting, Economics, or a related field. 3–5 years of progressive experience in financial planning, analysis, budgeting, and forecasting. Advanced proficiency in Microsoft Excel (complex formulas, pivot tables, macros). Experience with financial modeling, variance analysis, and forecasting techniques. Familiarity with FP&A systems, databases, and reporting tools. Strong analytical and problem-solving skills with the ability to interpret complex financial data. Business acumen and understanding of organizational financial drivers. Excellent written and verbal communication skills for preparing reports and presentations for senior management and the Board. Ability to interact effectively with management and cross-functional teams. Strong organizational skills and attention to detail. Ability to manage confidential and time-sensitive information. Demonstrated capability in planning, prioritization, and time management. 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.
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 - $225,610.00 The 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.
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. $55,810.00 - $83,720.00 The Treasury Analyst supports key financial operations by performing financial analysis, managing daily cash operations, and assisting with investment and risk management activities. This role helps ensure strong liquidity management and contributes to the execution of treasury strategies across the organization. A focus on automation and continuous improvement is essential, as the analyst will help streamline processes and enhance operational efficiency. Essential Functions For This Role Include Forecast and report daily cash positions to ensure optimal liquidity and support short-term funding needs; contribute to monthly cash flow projections to inform strategic planning Analyze bank services and fees to identify cost-saving opportunities and support effective banking relationship management Support corporate investment strategy through fixed income analysis, use of portfolio management tools, and cross-functional reporting Assist in preparing treasury reports and audit documentation to ensure compliance, transparency, and readiness for internal and external reviews Perform financial risk analyses on new initiatives, collaborate with Finance teams on modeling and scenario planning to support data-driven decisions Support ad hoc treasury and finance projects as needed, contributing to continuous improvement and cross-functional initiatives Demonstrate a continuous improvement mindset by proactively recommending and implementing workflow enhancements Performs other duties as assigned If you have the following skills, we encourage you to apply: Bachelor’s degree in Finance, Accounting, or a related field 2–4 years of progressive experience in Treasury or Corporate Finance, with a focus on cash management and financial planning Advanced Excel skills and working knowledge of treasury systems (e.g., Sympro, Bloomberg, Kyriba) Experience using Power BI, Copilot, or similar tools to automate reporting and improve data accessibility Proven ability to support investment decisions and manage liquidity through data-driven insights Excellent communication and organizational skills, with the ability to work independently and collaboratively while managing multiple priorities in a fast-paced environment 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.
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. $0.00 - $0.00 The Contract Temporary supports MissionSquare initiatives. 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.