At the heart of our work with retirement plans for large, high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain meaningful and productive business relationships, we want to know more about you!
As a Senior Relationship Manager, you’ll be accountable for all aspects of strategic account management for a defined list of our corporate sector plans including, advisor/consultant, third-party administrator and any other service provider relationships (ex: 316/338, if applicable). Case list includes 6-10 of our largest corporate plans > $100 Mil with total responsibility for retirement assets of $2-3 Billion. You’ll be focused on proactively driving plan profitability, including layering in appropriate Nationwide products and services, while increasing efficiencies. You will be responsible for deepening relationships with key decision makers on the client’s board/committee and with advisors and consultants.
This remote role can potentially be located anywhere within the US provided the candidate is comfortable with 50-75% travel.
Through a proactive strategic account management process, responsible for establishing, growing and retaining profitable relationships with our largest Plan Sponsors (plans > $100 Mil), advisor/consultants, TPAs and other service providers.
Leads the integrated service team by coordinating home office support functions and additional resources to grow and retain key relationships.
Establishes, grows and retains profitable relationships with our largest plan sponsors, advisor/consultants, third-party administrators and other service providers through a proactive strategic account management process.
Develops and executes a strategic business plan for each client that takes into consideration the goals and objectives of the client and aligns with the objectives and capabilities of Nationwide and other service providers.
Supports large plan sales acquisition through positioning our service model and the benefits to the plan sponsor and plan participants.
Leads client onboarding process including familiarizing the plan sponsor with Nationwide tools and services and partners with implementation team to ensure a smooth onboarding process.
Shares and positions the Nationwide story and drives capabilities/feature adoption that increase plan efficiency and improve client experience.
Develops and implements plan participant servicing strategies in partnership with plan sponsors to drive participant engagement and retirement readiness.
Represents the client voice in product and service development and enhancements.
Education: Undergraduate studies in business or finance or related fields preferred.
License/Certification/Designation: FINRA 6, 63, 65 (or 7/66) required. Associates must obtain the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails or is unable to obtain required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position. Designations such as AIF and other Retirement Plan industry designations are strongly encouraged.
Experience: Seven years in the financial services industry, with at least five years focused on retirement plans. Experience managing relationships with plan sponsors and advisor/consultants of retirement plans. Experience leading matrixed team of associates to deliver on client objectives and goals. 403b experience strongly preferred.
Knowledge: In-depth understanding of the retirement plan business and 401k and 403b market. Knowledge of products and related industry practices and procedures. Working knowledge of ERISA, qualified plan design, recordkeeping, administration and plan investments and account implementation. Knowledge of federal and state regulatory requirements and quality standards.
Skills/Competencies: Ability to establish and grow key relationships with top clients. Excellent verbal, written communication and presentation skills to influence and negotiate with internal and external stakeholders. Attention to detail, learning agility, time management, technical and negotiation skills. Ability to drive successful results in a fast-paced environment. Ability to synthesize multiple data points to continually develop retention and growth strategies in an ever-changing environment. Strong project management and organizational skills. Proficient in using computers and related common office software and other applicable business applications.
Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
Staffing Exceptions to the above must be approved by the Human Resources Business Partner and hiring managers leader.
Overtime Eligibility: Not Eligible (Exempt)
Working Conditions: Working from a home office set-up. Requires extensive travel (up to 75%) within and occasionally outside of assigned territory.
Employer will assist with relocation costs.
Imagine a place where you do meaningful work every day. Where the effort you put in is acknowledged and rewarded. Where your sense of purpose is discovered and fostered. Where you can be your very best self. You’ve found that place in Nationwide. We are America’s most diversified financial services organization. We’re trusted advisers for our members, offering solutions like home and auto insurance, life insurance, retirement savings tools such as annuities and mutual funds as well as business insurance, pet insurance and identify theft protection. Join something great, where you can make a difference!