Program Director - Retirement Solutions

NBMBAA; Pennsylvania; Hybrid; USD 112,000 - 198,000; Full time

Job summary

Nationwide is seeking a Program Director - Retirement Solutions to lead a team of Retirement Specialists covering the Northeast (NJ, MA, PA minus Philadelphia) with hybrid work options and travel within the territory. You will drive sales growth, retain plans, and expand nationwide services through strategic relationships and proactive marketing plans.

The role requires an undergraduate degree, FINRA licenses (6/26 and possibly 63/65), and 5+ years of sales in financial services.

Qualifications

• Undergraduate degree in related field preferred.
• FINRA Series 6 and Series 26 licenses required; Series 63 and 65 may be required.
• Financial services designations (e.g., CFP, ChFC, CRC, CRA) preferred.
• Five years of sales experience, preferably in financial industry.
• Knowledge of pension services, Section 457/401/PEHP plans, and public sector plans; procurement experience.

Responsibilities

• Manage and expand relationships with assigned cases using value-added products/services.
• Identify new prospective cases and acquire within territory.
• Lead a remote team through coaching to improve consultative sales and account management.
• Monitor territory and team progress toward monthly, quarterly and annual goals.
• Develop and implement annual marketing plans for the territory and present reports.
• Attend client board meetings and networking events to manage key partnerships.
• Collaborate with corporate team to improve communication and customer experience.
• Identify decision makers and engage at all levels of management.

Skills

Leadership

Strategic account management

Sales experience

Relationship management

Coaching

Communication

Education

Undergraduate degree in related field

FINRA Series 6 and Series 26 licenses

Series 63 license

Series 65 license

Financial services designations (CFP, ChFC, CRC, CRA)

Job description

This Program Director will lead a team of Retirement Specialists covering the Northeast territory predominately in the states of New Jersey, Massachusetts, and Pennsylvania (minus Philadelphia) for our Government/Public sector team. Living in the territory is strongly preferred.

This is an H.SD140 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, critical thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain important and productive business relationships, we want to know more about you!

Job Description

As a Program Director, you'll be responsible for retaining plans, expanding Nationwide product and services within plans and acquiring new cases. You will implement marketing plans to reach participants of entities and proactively drive strategic relationships with plan sponsors. You'll lead team of Retirement Specialists and be accountable for the sales results within your territory.

Key Responsibilities

• Leverages a strategic account management approach to manage, expand and retain relationships with assigned cases including introduction and sale of value-added products/services.
• Identifies new prospective cases and leverages a consultative sales process (delete takes actions) to acquire new cases within territory.
• Leads sales performance and drives continuous improvement across a remote team through coaching and constructive feedback to improve consultative sales and strategic account management skills across the team to influence retention and growth objectives.
• Monitors territory and team progress towards meeting monthly, quarterly and annual goals and works with team to continually look for opportunities to increase production results based on client needs and opportunity. Develops succession plans for territory and serves in territory during periods of turnover and expansion.
• Implements proactive relationship management strategies for entities in territory, including assessing opportunities to enhance retention and growth of the plan including: preparation and presentation of annual plan review with detailed reports on overall program, new ideas to advance plan goals, investment option analysis, demographics, etc. for all plans.
• Identifies, understands and effectively leads relationships within territory.
• Develops and implements annual marketing plan for assigned territory balancing client needs and nationwide objectives.
• Attends all relevant client board meetings, functions, conferences and networking opportunities to effectively manage relationships with key partners.
• Partners with corporate team to improve communication, responsiveness and overall experience and teamwork on behalf of customer.
• Identifies decision makers and interacts effectively at all levels of management within case.

May perform other responsibilities as assigned.

Reporting Relationships

Reports to Leader and manages team of retirement plan professionals.

Typical Skills and Experiences

Education: Undergraduate degree in related field preferred.

License/Certification/Designation: FINRA Series 6 and Series 26 licenses required and L/H/VA, Series 63 and 65 may be required. Financial services designations also preferred, e.g., CFP, ChFC, CRC, CRA.

Experience: Five years of sales experience, preferably in financial industry.

Knowledge, Abilities and Skills: Knowledge of pension services and internal corporate capabilities. Preferred knowledge of Section 457/401/PEHP plans. Knowledge of public sector plans and procurement processes also preferred. Ability to work independently and prioritize workload. Proven understanding of technology to conduct procedural training. Demonstrated proficiency in the following competencies: communications, managing vision and purpose, and strategic agility.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager's leader and Human Resources Business Partner.

Values

Regularly and consistently demonstrates Nationwide Values.

Job Conditions

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Travel within assigned territory required. May work from home. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Program Director - Retirement Solutions : $112,000.00-$198,000.00The expected starting salary range for Program Director - Retirement Solutions : $112,000.00 - $168,000.00