Sr. Relationship Manager - Retirement Solutions (Corporate/Private Sector)

About the role

At the heart of our work with retirement plans for 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.

Responsibilities

• Establish, grow and retain profitable relationships with our mid-sized plan sponsors, advisor/consultants, third-party administrators and other service providers through a proactive strategic account management process.
• Lead the integrated service team by coordinating home office support functions and additional resources to grow and retain key relationships.
• Develop and execute 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.
• Support mid-size plan sales acquisition through positioning our service model and the benefits to the plan sponsor and plan participants.
• Lead 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.

Requirements

Five years in the financial services industry, with at least three 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.

Qualifications

• Undergraduate studies in business or finance or related fields preferred.
• FINRA 6, 63, 65 (or 7/66) required.
• 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.
• 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.

Skills

• 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.
• 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.

Benefits

• Medical/dental/vision
• Life insurance
• Short and long term disability coverage
• Paid time off
• Eight paid holidays
• Lifetime paid time off
• Unity Day paid time off
• 401(k) with company match
• Company-paid pension plan
• Business casual attire

Pay

$100,000.00-$186,000.00

Schedule

Not specified