ICMA-RC dba MissionSquare Retirement

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Director, Proposal Strategy (Project Management)



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.

The Director, Proposal Strategy manages the proposal development process, ensuring the creation and timely submission of high-quality, compliant proposals that align with MissionSquare's business acquisition and retention goals. The Director, Proposal Strategy is a dual-role position that combines leadership and hands-on involvement in managing strategic proposals. This role manages a team of proposal professionals, fosters a collaborative relationship with cross-functional teams, and leads by example, demonstrating best practices in proposal development.

Essential Functions for this role include:

  • Develop proposal strategy and approaches for the continuous innovation of the proposal management function
  • Manage the proposal development process, ensuring the creation and timely submission of high-quality, compliant proposals that align with MissionSquare's business acquisition and retention goals.
  • Implement changes to improve the proposal management process, create efficiencies, and develop compelling responses that result in a higher close or retention rate
  • Lead, develop and manage a high-performing team that creates best-in-class responses to support MissionSquare's business strategy
  • Partner with leaders across the corporation in sales, product, customer experience, and operations to understand priorities and to communicate our value to prospects during an RFP/RFI process
  • Other duties as assigned

      If you have the following skills, we encourage you to apply:

      • BA/BS or equivalent experience.

      • 10+ years of relevant work experience as a retirement proposal management leader in financial services.

      • MBA/MA in Marketing, Communications, or similar relevant field, preferred.

      • Understanding of the dynamics of the public sector, 457 and 403b retirement plans, the plan sponsors, and participants – their business practices and decision-making processes.

      • Demonstrated expertise in “B to B” governmental retirement plan proposal management

      • Confident and collaborative developer of proposal content management

      • Exceptional planning, team management, and communication skills.

      • Experienced working against firm deadlines.

      • Detail-oriented to ensure sophisticated responses to RFPs. 

      • Ability to implement processes and to ensure process discipline to ensure success.

      • Proven success in a fast-paced, rapid-growth environment that values thoughtful strategy, high-quality execution, and continual improvement.

      • Demonstrated strategic leadership and creativity.

      • Familiarity with Qvidian, and Salesforce

      • Experience working in a regulated environment.

       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. MARKETING

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