Senior Analyst, Plan Analyst

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.

We are currently hiring for two (2) Senior Analyst, Plan Administrator openings. The Senior Analyst, Plan Administrator is a forward-facing Client Services role supporting our Governmental & Institutional plan sponsors and consultants.  Responsible for delivering extraordinary care through daily plan management in order to retain and grow the business.  Strong oral and written communication skills and innovative and creative thinking is required. Experience with DCDirect, RPLink and our Institutional Sector preferred. Travel may be required.

Internal Grade Level is E2

This position will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location(s):

Scottsdale: 18700 Hayden Road Scottsdale AZ, 85255

Columbus: Three Nationwide Plaza, Columbus OH, 43215

Work schedule: 2 days in office, 3 days remote.

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

Our work helps people retire more successfully, with products and services that support financial well-being of retirement plans and their participants. With strong teamwork and an outstanding culture, we combine technical expertise with relationship management to create better futures for these plans. If you are ready to put your knowledge of financial products and services to use, can anticipate and solve challenges and provide outstanding customer service, we want to know more about you!

As a Senior Analyst, you'll maintain relationships by working with a variety of customers on the ongoing plan maintenance for existing business. You will review various Nationwide forms to ensure good order and manage several different internal systems.

Job Description

Key Responsibilities:

• Handles complex/exception processing. Supports quality checks (QC) of work. Prepares and submits plan agreements and regulatory forms needed. Key contractual also may include agreement or compensation changes to plans.

• Creates and uploads annual plan reviews (APR) and/or creation of regulatory fee disclosure notices, census packet generation/distribution, filing plan IRS extensions, creating amendment paperwork, highlights for enrollment kits, vesting files or termination processing underwriting notices.

• Administers basic plans by completing periodic valuations, compliance testing, participant benefit statements, resolving appropriate benefits amounts and preparation of participant loan documents and development of amortization and repayment schedules. 

• Acts as the gatekeeper of customer emails and routing to appropriate location. May provide back-up email coverage as needed.

• Assists forward facing roles in creating products to be delivered directly to clients. Identifies, prioritizes and delivers workflow, service and technology solutions.

• Coordinates standard monthly and quarterly reporting and may provide ad hoc reporting for larger cases.

• Assists in identifying business needs, service requirements, key issues, alternative solutions and resources for the clients and business.

• Manages a specific process/function for the unit.

• Provides training and onboarding for new hires, participates in continuous improvement/process pilot/change activities and represents team on project initiatives.

• Conducts research, quality control functions and project work.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Operations Division Manager or Unit Manager and does not have direct reports. 

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