Nationwide Jobs – Sr. Relationship Manager

Website Nationwide

Job Description:

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 Responsibilities:

  • Develops and implements plan participant servicing strategies in partnership with plan sponsors to drive participant engagement and retirement readiness.
  • Shares and positions the Nationwide story and drives capabilities/feature adoption that increase plan efficiency and improve client experience.
  • 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.
  • 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.
  • 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.
  • Leads the integrated service team by coordinating home office support functions and additional resources to grow and retain key relationships.
  • Represents the client voice in product and service development and enhancements.
  • 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.

Job Requirements:

  • Knowledge, Abilities and 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.

Qualification & Experience:

  • 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.
  • Education: Undergraduate studies in business or finance or related fields preferred.
  • Experience: 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.

Job Details:

Company: Nationwide

Vacancy Type:  Full Time

Job Location: Philadelphia, PA, USA

Application Deadline: N/A

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