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

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This position will cover the territory of Nebraska, Iowa, Kansas, Missouri, South Dakota, North Dakoka, and Oklahoma for our Corporate/Private Sector Retirement Solutions team. Living within the territory is strongly preferred.

This is a G.SD110 band role.

#LI-COLE

Job Description Summary

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. 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 plans including, advisor/consultant, third-party administrator and any other service provider relationships You’ll manage our mid-sized plans with average assets of $10-100M, with total responsibility for retirement assets. 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.

Job Description

Key Responsibilities: 

• Through a proactive strategic account management process, responsible for establishing, growing and retaining profitable relationships with our mid-sized plan sponsors, 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 mid-size 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 mid-size 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.

May perform other responsibilities as assigned.

Reporting Relationships: Reports Director of Relationship Management and does not have direct managerial responsibilities. 

Typical Skills and Experiences:

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 des