Robert Kissel

About Robert Kissel

I am an MBA educated Business Development and Relationship Manager leader with extensive experience delivering client-focused results across the United States. With an impeccable track record of strategic problem solving and tackling complex business issues, I am significantly skilled at strategic planning, process improvement and optimization, organizational leadership, empowering teams with skills and experience to meet business needs and product management & marketing. As a seasoned, dependable, and enthusiastic leader, I am highly capable at harnessing individual talent and developing high performing teams. I thrive in fast-paced environments with rapid change with a strong focus on business growth and meeting emerging client needs with product and service innovation. Key Competencies- Leadership and Management - Strategic Planning & Execution - Team Empowerment - Process & Profitability Optimization - Product Development & Marketing - Relationship Management & Partnerships - Data Analysis - Business Development & Sales - Communication & Negotiation - Adaptability Systems Utilization: Microsoft (Excel, PowerPoint, SharePoint, and Word), CRM (Salesforce, Siebel) Key Achievements- Led variety of relationship management teams with as many as 65 professionals and 15 direct reports- Managed service model restructure resulting in a 10+% increase in net promoter scores and a client retention rate of 99.4%-Drove review of recordkeeping platform that resulted in the replacement of a legacy system and sold the first client to be placed on the new platform- Built emerging client sales process developing an environment where 1,200 plans were moved to the new platform over a three year period. Please contact me at r••••••••@gmail.com to find out how I might consult, contribute, and add value to your organization.

Experience

1. Vice President, Relationship Management

   MissionSquare

   Dec 2020 — Present · Charlotte, NC, US

   Manage client client relationships in Kentucky, Virginia, and North Carolina to assure alignment of resources and services to meet the needs of 457 governmental, 401(a), and retiree health savings plan sponsors, committees, and consultants.

Education

• The University of Chicago Booth School of Business

  Master of Business Administration (M.B.A.)

• Drexel University

  Bachelor of Science (B.S.)

Skills

• Retirement Plan Consulting
• Retirement Income Strategies
• Fiduciary
• Investment Strategies
• Business Relationship Management
• Securities
• Change Management
• Trading
• Strategy Implementation
• Regulatory Filings
• Regulatory Compliance
• Investments
• Employee Benefits Design
• Financial Services
• Executive Compensation Planning
• Asset Allocation
• Retirement Savings
• Form 5500
• Financial Planning
• 401(K) Retirement Savings Plans
• Retirement Solutions
• Defined Benefit
• 403 B
• Retirement Benefits
• Qualified Retirement Plans
• Investment Advisory Services
• Erisa
• Mutual Funds
• Nondiscrimination Testing
• Fixed Annuities
• Investment Policy Statements
• Cultural Change Initiatives
• Annuity Sales
• Defined Contribution
• Sales Management
• Employee Benefit Plan Design
• Retirement Planning
• Variable Annuities
• Salesforce.com Implementation
• Fiduciary Services