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.
$84,880.00 - $127,330.00
The Retirement Plans Specialist serves as a retirement education and participant engagement professional for an assigned client base. This role helps participants improve retirement readiness through individual consultations, group education, enrollment support, and ongoing retirement planning guidance. The Retirement Plans Specialist partners with plan sponsors and internal teams to deliver a high-quality service experience, support participant outcomes, and execute client service commitments through both virtual and in-person interactions.
Ideal geographic candidate location is the Greater San Jose, CA metropolitan area
Essential Functions for this role include:
- Conduct one-on-one participant consultations through virtual and in-person meetings, helping participants understand their retirement benefits, investment options, savings strategies, and retirement planning opportunities.
- Deliver group education sessions, workshops, webinars, enrollment meetings, and financial wellness presentations to diverse participant audiences.
- Support participant engagement initiatives designed to improve enrollment, participation, retirement readiness, savings behaviors, and overall participant outcomes.
- Build and maintain positive working relationships with plan sponsors, benefits staff, elected officials, board members, union representatives, and other plan stakeholders.
- Coordinate and execute virtual and in-person service activities, educational campaigns, onsite visits, enrollment events, and participant outreach programs.
- Meet established activity, service, participant engagement, and operational performance expectations.
- Maintain complete, accurate, and timely records of participant interactions, client activities, and service-related work within CRM and company systems.
- Identify participant needs and coordinate with internal partners and subject matter experts to deliver appropriate solutions and support.
- Represent MissionSquare at benefit fairs, educational events, conferences, workshops, and other activities that promote retirement readiness and participant engagement.
- Partner with internal teams to support client service initiatives, participant communications, and organizational priorities.
- Perform other duties as assigned.
If you have the following skills and experience, we encourage you to apply:
- Three to five years of experience in retirement services, financial services, participant education, customer service, relationship management, employee benefits, or a related field.
- Knowledge of public-sector retirement programs, plan provisions, regulations, participant education practices, and retirement and investment products, including deferred compensation, defined contribution, defined benefit, IRA, 401(k), 403(b), 401(a), and 457(b) plans, with the ability to apply this expertise to participant education, retirement planning discussions, and client service activities.
- Demonstrated ability to build trusted relationships with participants, plan sponsors, benefits staff, elected officials, board members, union representatives, and other stakeholders while delivering a high level of service and responsiveness.
- Effective communication, facilitation, and presentation skills, with the ability to explain retirement and investment concepts clearly and effectively to diverse audiences through individual consultations, virtual meetings, workshops, webinars, and group presentations.
- Demonstrated learning agility and ability to work independently and collaboratively while adapting to changing priorities, client needs, market conditions, systems, and organizational expectations.
- Proficiency with Salesforce or another CRM, Microsoft Word, Excel, PowerPoint, email, virtual meeting platforms, and other business applications, with the ability to maintain complete, accurate, and timely records of participant interactions, client activities, and service-related work.
- Strong organizational, territory-planning, and time-management skills, with the ability to manage multiple participant, client, service, and administrative priorities simultaneously.
- Spanish bilingual preferred.
- Series 65 licensing required.
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.
