MissionSquare

The Retirement Plans Specialist will provide on-site service and education to clients, aiming to expand plan enrollment and enhance investment knowledge. Responsibilities include conducting consultations, giving presentations, and building relationships with key decision-makers. | Candidates should have 3-5 years of experience in financial services sales and possess Series 65 licensing. A strong understanding of retirement and investment products, along with effective communication and marketing skills, is essential. | 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. $70,000.00 - $70,000.00 The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants. REQUIRES RESIDENCY IN MISSOURI Essential Functions for this role include: Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention. Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators Proactively schedule, organize and effectively market all daily activities and onsite client visits Exceed all assigned production, activity, and service-related goals Record all daily activity in contact management systems accurately Identify and refer new group or individual business opportunities to the appropriate manager Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees Perform other duties as assigned. If you have the following credentials, we encourage you to apply: 3-5 years related experience in financial services sales strongly preferred. Customer service experience is helpful. Series 65 licensing required. Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations Experience with IRAs, 401ks, 403b, 401a, or DB plans Demonstrated ability to effectively market and service a geographically diverse client base Direct sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessary Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentations Ability to work independently as well as in a team environment Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point Strong time management and organizational skills Ability to work in a fast-paced, task-oriented environment preferred Spanish bilingual preferred. 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. MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection. We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace. To see awards and recognition, click here. At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.

The Retirement Plans Specialist will provide on-site service and education to clients to enhance plan enrollment and participant investment knowledge. Responsibilities include conducting consultations, giving presentations, and maintaining relationships with key decision makers. | Candidates should have 3-5 years of experience in financial services sales and possess Series 65 licensing. A strong understanding of retirement products and the ability to effectively market to a diverse client base are essential. | 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. $70,000.00 - $70,000.00 The Retirement Plans Specialist will be responsible for providing on-site service and education to assigned client base to expand current plan enrollment and participation, increase savings levels, retain current participant base, and enhance the investment knowledge of plan participants. REQUIRES RESIDENCY IN GEORGIA Essential Functions for this role include: Conduct one-on-one consultations on-site at employers, engaging participants and improving their outcomes in the areas of investment education, enrollment, savings rates, outside asset acquisition, and account level retention. Give group education presentations on a wide variety of financial and retirement education topics to a diverse group of constituencies Host Annual Plan Reviews with key decision makers of employer sponsored retirement plans with a focus on plan trends, investment, and participant education outcomes Build and maintain positive working relationships with key plan level decision makers including elected officials, board members, union representatives, and C-suite administrators Proactively schedule, organize and effectively market all daily activities and onsite client visits Exceed all assigned production, activity, and service-related goals Record all daily activity in contact management systems accurately Identify and refer new group or individual business opportunities to the appropriate manager Represent MissionSquare at benefit fairs, conferences, and other special events which promote building retirement security for public sector employees Perform other duties as assigned. If you have the following credentials, we encourage you to apply: 3-5 years related experience in financial services sales strongly preferred. Customer service experience is helpful. Series 65 licensing required. Significant knowledge of retirement and investment products with an emphasis on deferred compensation defined benefit and defined contribution plans. Good understanding of specific plan provisions and legislative regulations Experience with IRAs, 401ks, 403b, 401a, or DB plans Demonstrated ability to effectively market and service a geographically diverse client base Direct sales experience desired with experience in closing the sale preferred. Ability to overcome objections and resistance during sales presentation necessary Strong communication, listening, interpersonal skills, and ability to follow directions necessary. Demonstrated ability to make effective group presentations Ability to work independently as well as in a team environment Demonstrated proficiency in basic computer skills, including Windows, internet, email systems, Word, Excel and Power Point Strong time management and organizational skills Ability to work in a fast-paced, task-oriented environment preferred Spanish bilingual preferred. 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. MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection. We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace. To see awards and recognition, click here. At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.

Lead enterprise strategy development, oversee strategic initiatives, and collaborate with executive leadership to drive organizational growth. | 7-10 years of strategy experience, financial services exposure, strong communication and project management skills, and ability to lead complex transformations. | 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. $164,170.00 - $262,670.00 The Director of Strategy will serve as a key architect of enterprise growth, shaping the long-term strategic direction of MissionSquare and driving transformative initiatives across the organization. This role will partner closely with the executive team and department leaders to design and execute the 5-year growth roadmap, ensuring alignment between MissionSquare capabilities, industry trends, client needs, and organizational growth priorities. Reporting to the Vice President of Strategy, the Senior Director will lead high-impact strategic projects, oversee cross-functional collaboration, and influence decisions at the highest levels. Success in this role requires structured strategic thinking, strong interpersonal skills to lead teams through culture shifts, and the ability to translate insights into actionable strategies that deliver measurable outcomes. Essential Functions for this role include: Lead the creation and refinement of MissionSquare’s enterprise strategy, including growth priorities, market positioning, and innovation roadmap Oversee annual and multi-year strategic growth planning cycles, ensuring alignment across all business units with a focus on collaborating with Investments and Product teams Drive and support top strategic initiatives including new product launches, market entry strategies, M&A evaluations, and digital transformation efforts Serve as a trusted advisor to the Chief Strategy Officer, Chief Investment Officer, Chief Product Officer, and broader Leadership Team including shaping recommendations to the Board in clear, concise storytelling and communications Structure and lead complex transformations across departments reshaping strategy design, governance, and culture shifts Build a robust research and insights capability to monitor industry trends, regulatory changes, and competitor strategies Collaborate closely with the Chief Financial Officer and finance team to develop business cases, financial models, and ROI analyses for strategic investments and partnerships Cultivate a high-performance culture to foster analytical rigor, innovation, and collaboration across the entire organization Performs other duties as assigned If you have the following skills, we encourage you to apply: Bachelor’s degree in business, finance, economics, or related field; MBA preferred 7–10 years of experience in strategy consulting or corporate strategy (financial services/retirement industry exposure strongly preferred) Proven ability to lead cross‑functional projects/workstreams from insight generation through implementation (in partnership with SPO/operations) Advanced Excel and PowerPoint; strong financial modeling and valuation capabilities; familiarity with data visualization/analytics platforms is a plus Structured problem solving and strong organization skills; able to initiate work independently and drive it to completion Distinctive communication skills (written and verbal) with the ability to tailor messaging for senior audiences; executive‑ready storytelling Experience with change management, stakeholder alignment, and working effectively in a matrixed 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. MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection. We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace. To see awards and recognition, click here. At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.

The Senior Analyst is responsible for gathering requirements, designing, testing, and implementing solutions using SharePoint and the Microsoft Power Platform. This role focuses on developing and maintaining applications that support business objectives and enhance operational efficiency. | Candidates should have a Bachelor’s degree in Computer Science, Information Technology, or a related field, along with 2-3 years of experience working with SharePoint, Microsoft Power Automate, and Power Apps. An understanding of SharePoint architecture and functionalities is also required. | 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. $107,070.00 - $171,320.00 The Senior Analyst, MS Apps is responsible for the requirements gathering, design, testing, and implementation of solutions using SharePoint and the Microsoft Power Platform. This role ensures the development and maintenance of applications that support business objectives and enhance operational efficiency. Essential Functions for this role include: Design, develop, and maintain SharePoint sites, Power Automate flows, and Power Apps solutions Collaborate with stakeholders to gather requirements and implement solutions Customize SharePoint features and functionalities using SharePoint Designer, Power Automate, and related tools Develop and maintain workflows, forms, and web parts within SharePoint Provide technical support and troubleshooting for SharePoint and Power Platform applications Performs other duties as assigned If you have the following skills, we encourage you to apply: Bachelor’s degree in Computer Science, Information Technology, or a related field (required) 2–3 years working with SharePoint, Microsoft Power Automate, and Power Apps Understanding of SharePoint architecture and functionalities Experience with SharePoint Designer, Power Automate, Power Apps, and other Microsoft tools Excellent oral and written communication skills 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. MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection. We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace. To see awards and recognition, click here. At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.

Support and secure CI/CD pipelines, collaborate with developers and security teams to integrate security into deployments, identify vulnerabilities, and manage enterprise risk. | 7+ years in IT/security operations, expertise in cloud security, container orchestration, infrastructure as code, security testing tools, scripting, and relevant certifications preferred. | 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. $128,490.00 - $205,580.00 The DevSecOps Engineer is a highly technical role responsible for supporting, securing, managing, and deploying solutions aligned with business objectives. Candidates must have strong expertise in information security, infrastructure, software development, and operating systems, as well as an understanding of business strategy and operational needs in a fast-paced environment. This role integrates security into CI/CD pipelines, ensuring automation and compliance with security principles. DevSecOps Engineers collaborate closely with developers, system engineers, cybersecurity teams, and administrators to deliver secure, reliable solutions. They demonstrate strong analytical skills, adaptability, and the ability to meet change requests quickly, while maintaining superior communication and teamwork. With a security-first mindset, DevSecOps Engineers continuously assess threats, manage enterprise risk, and support integration and deployment requirements across multidisciplinary teams Essential Functions for this role include: Build relationships with developers, stakeholders and scrum master’s to incorporate security principles into engineering design and deployments Supervise testing and validation in application security controls across projects Oversee implementation of defensive practices and countermeasures across infrastructure and applications Uphold CI/CD security strategy and practices in tandem with other technical team leads Serve as a point of contact for security-based escalations and remain tightly involved through resolution Build services and tools to enable developers and engineers to easily use security components produced by application security team members Simplify automation that applies security inter-workings with CI/CD pipelines. Support the ability to “shift left” and incorporate security early on and throughout the development lifecycle Identify vulnerabilities in code through automated and manual assessments and promote quick remediation Proven experience with SAST, SCA, DAST, IaC scanning Strong experience using Cloud security architecture (IAM, containers, baseline) Understanding of threat modeling Performs other duties as assigned If you have the following skills, we encourage you to apply: Bachelor’s degree (BA/BS) in Finance, Accounting, Business, or a related field, or equivalent professional experience At least 7+ years’ experience in information technology, information security administration or security operations Experience with agile workflows, including Scrum and Kanban. Understanding of containers (e.g., Docker) and container orchestration (e.g., Docker Swarm, Kubernetes) Understanding of CloudFormation, Terraform, Ansible and Jenkins Proficient in securing Windows and *nix operating systems, endpoint applications, networking protocols and devices Proven experience with operations and security across Amazon Web Services (AWS) and Microsoft Azure Proven experience with GitHub Actions Hands on experience with WIZ Hands on experience with application security testing (BURP) Ability to obtain and maintain technical team and business support influences a collaborative effort to reduce the attack surface while performing rapid, continuous implementation Capable of scripting in Python, Bash, Perl or PowerShell Understanding of OWASP, CVSS, the MITRE ATT&CK framework and the software development lifecycle (SLDC) Preferred Certifications: CISSP, GIAC (GCSA, GWAPT), AWS (SSA) 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. MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection. We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace. To see awards and recognition, click here. At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.

Oversee budgeting and financial planning for Technology and Client Experience divisions, providing strategic financial oversight and analysis. | Bachelor's in Finance, Accounting, Business or related; 5-7 years in financial management, experience with Adaptive Planning and Workday preferred, strong analytical and communication skills. | 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. $95,700.00 - $148,340.00 The Senior Budget Manager oversees budgeting and cost management for Technology and Client Experience, driving operational efficiency and fiscal accountability and cost transparency. The role leads forecasting, monthly close/variance analysis, and annual planning, and advances our Technology Business Management (TBM/ITFM) capabilities, including Total Cost of Ownership (TCO), unit cost modeling, and portfolio reporting. As a strategic advisor, this leader partners with Technology and business leadership to develop business cases, perform cost‑benefit analyses, and deliver accurate project and service financials that support informed decisions and alignment to organizational priorities. Essential Functions for this role include: Provide strategic financial oversight for the Technology and Client Experience divisions, ensuring fiscal accountability and operational efficiency Manage departmental budgets, lead forecasting efforts, and coordinate annual budget planning cycles Provide strategic financial oversight for the Technology and Client Experience divisions, ensuring fiscal accountability and operational efficiency Manage departmental budgets, lead forecasting efforts, and coordinate annual budget planning cycles Conduct monthly variance analysis and financial reviews using Adaptive Planning and Workday Advance the Total Cost of Ownership (TCO) program to support cost transparency and informed decision-making Collaborate with project managers and senior leaders to develop business cases and perform cost-benefit analyses Deliver accurate budget-versus-actual reporting across projects and initiatives Lead benchmarking efforts and conduct ad hoc financial analyses to guide leadership decisions Ensure financial strategies and resource planning remain aligned with organizational priorities Act as a trusted advisor to Technology leadership, promoting fiscal discipline and enabling innovation Perform other duties as assigned If you have the following skills, we encourage you to apply: Bachelor’s degree (BA/BS) in Finance, Accounting, Business, or a related field, or equivalent professional experience Advanced degree (MBA, MS) preferred but not required 5 to 7 years of progressive experience in financial management within the financial services industry, ideally supporting technology or operations functions Experience in budgeting, forecasting, and cost analysis in a corporate environment is essential Hands-on experience with Adaptive Planning and Workday Financials is strongly preferred Familiarity with Apptio, ServiceNow, or other Technology Business Management (TBM) tools is a plus Proficiency in Microsoft Excel (pivot tables, advanced formulas, modeling) and PowerPoint for executive presentations Experience building dashboards in Power BI or similar tools Strong understanding of corporate technology systems and financial data structures. Demonstrated ability to perform financial analysis, cost-benefit evaluations, and complex financial modeling Skilled in interpreting data to support strategic decisions, developing business cases, and communicating insights to senior leadership 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. MissionSquare has been partnering with public sector workers to help achieve their financial goals for over 50 years. Through personalized service and thoughtful planning, we’ve built lasting relationships with millions of Americans, adapting to their evolving needs. Today, we are broadening our set of capabilities to deliver not just workplace retirement plans, but comprehensive wealth management services as well. This expansion will help individuals and families achieve their full range of financial goals and enables employers to support the overall financial wellness of their workforce. We are excited to continue providing outstanding service, effortless technology, and quality investments. We’re big enough to deliver on diverse financial needs, yet small enough to provide exceptional care and connection. We’re committed to excellence in every aspect of our service to participants, plan sponsors, and consultants. Together with our clients, we’ve been honored by numerous organizations for our work, including our digital solutions, marketing and communications campaigns, retirement plan designs and administration, community initiatives, and commitment to being a top workplace. To see awards and recognition, click here. At MissionSquare, we believe people work best when they feel connected to the work they do. We’re driven by our mission to help all individuals build retirement security, and our culture reflects our commitment to service and to fostering a sense of community in our workplace that values and respects diverse perspectives and innovative thinking.