Technical Operations Manager - Financial Services (RS Unbundled Client Services)
NationwideAbout the role
We’re excited to announce a new dynamic leadership opportunity supporting a team of current and new Associates. This hybrid position is ideal for a people-first leader with a passion for developing high-performing teams and delivering exceptional customer experiences in the financial services and retirement planning space.
What We’re Looking For:
- Proven leadership experience with a strong focus on coaching and developing individuals
- Background in financial services and retirement plans
- Exceptional customer focus and a passion for leading successful, service-oriented teams
Licensing Requirements:
FINRA Series 6 and 26 licenses are required and must be obtained within 120 days of your start date.
Location:
This position will be hired on a SuccessFlex basis.
The hired associate must reside within 35 miles of the following location(s):
Columbus: Three Nationwide Plaza, Columbus OH, 43215
Work schedule: Hybrid work schedule
Please Note:
This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the STEM OPT Extension program.
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Job Description Summary
Are you fascinated by every aspect of the financial services business and committed to providing the most outstanding service in the industry? Has your education, skill and professional experience prepared you to lead and contribute crucial work that delivers high quality service in collaboration with partners from multiple distribution channels? If you are passionate about putting your higher-level thinking to work in financial operations, we’d like to know more about you!As a Manager, you’ll lead the day-to-day of highly technical operations ensuring that an outstanding service experience is provided to our internal and external sales partners, firms, third-party administrators, producers and customers. You’ll be responsible for adhering to and enforcing all financial controls, as well as legal and regulatory guidelines and regulations.
Job Description
Key Responsibilities:
• Manages and provides oversight to team roles and responsibilities. Handles performance of customers satisfaction, interaction quality and relationships. Clear focus on maintaining relationships. Establishes practices for quality, production standards, relationship management, delivering on customer requests and schedule to adhere to compliance guidelines.
• Participates in, sponsors and leads major projects, supervises the activities and staff providing guidance to supporting departments on team - assists in identifying and establishing relationship management guidelines and operational improvements that enhance delivery of services to customers aligned with industry and regulatory requirements.
• Drives a culture of coaching and feedback for personal and professional guidance. Develops talent in the organization and handles all performance management tasks and related functions for team. Ensures associates are current and knowledgeable of the industry, competition and regulatory environment. Promotes industry training and involvement in related organizations.
• Responsible for the service relationships requiring a high level of technical expertise. Helps build and strengthen relationships through presentations, intermediaries and/or direct contact. Partners closely with Sales partners to ensure overall satisfaction with Nationwide. Develops staff to find ways to deepen Nationwide relationships and create additional sales opportunities for our Sales partners.
• Supervises activities to ensure clients are served timely and meets/exceeds quality standards. Responds to service issues and calls from sales partners, firms, producers, and customers. Works closely with partners to ensure resolution. Works with various back office and internal departments to advocate for their relationships.
• Leads the imp
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