Associate Manager, Financial Planning

This hybrid role in New York supports the NYC Deferred Compensation Plan by delivering financial planning education and services to participants, with the goal of enhancing engagement and plan growth while strengthening relationships before and through retirement.

Responsibilities

• Lead financial planning seminars at the Deferred Compensation Plan headquarters and agency work-site locations to position MissionSquare’s NYC Deferred Compensation Plan as the primary financial planning resource.
• Facilitate financial planning seminars to deepen participant relationships, improve retention, and promote growth in plan participation.
• Support one-on-one planning sessions, update seminar content, and revise participant handouts within the assigned geographic area.
• Maintain up-to-date knowledge of NYC Deferred Compensation Plan services and applicable city-wide employee benefits.
• Keep current awareness of the broader financial planning industry and established best practices.
• Deliver approved On-Site seminars covering retirement planning, money and credit, estate planning, Social Security and Medicare, distribution planning, NYCE IRA, and tax planning topics.
• Present financial planning content using effective presentation and interpersonal communication skills to ensure participants understand financial concepts and reports.
• Prepare and deliver individualized financial plans virtually or in person at headquarters locations when requested by plan participants.
• Perform additional duties and special projects as assigned.
• Present seminars and conduct sessions before or after standard business hours as required.

Requirements

• Bachelor’s degree or equivalent professional experience.
• One to three years of experience in financial services.
• CFP designation required.
• FINRA Series 7 and Series 63 licenses preferred but not required.
• Knowledge of 457, 401(K), 403(b), IRA, and other qualified retirement plans.
• Knowledge of NYC Deferred Compensation Plan products and services.
• Strong presentation skills for large group settings.
• Excellent interpersonal and verbal communication skills.
• Proven ability to build and maintain effective participant relationships.
• Ability to learn and retain technical financial planning concepts.
• Strong written communication skills.
• Ability to remain composed, listen effectively, and adapt communication styles to participant needs.

Benefits

• Competitive Total Rewards package including base pay, incentive programs, benefits, and a 401(k) plan with matching contributions.
• Flexible and hybrid work arrangements.
• Tuition reimbursement.
• Professional and career development opportunities, including courses and certifications.
• Comprehensive wellness programs.
• Volunteerism initiatives.