Remote Relationship Manager, Retirement Solutions

Nationwide; Athens (GA); Remote; USD 84,000 - 156,000; Full time

Benefits offered by this job

Medical/dental/vision

Life insurance

Pension plan

401(k) with company match

Paid time off

Job summary

Nationwide is seeking a Relationship Manager for Retirement Solutions in the Southeast and the Carolinas. You will manage a defined list of small to mid-size plans, coordinating with sponsors, advisors, TPAs and service providers, and leading an integrated service team to grow and retain profitable relationships.

The role requires five years in financial services with retirement plans, strong project management and negotiation skills, and the ability to travel up to 75%.

Qualifications

• 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.
• Understanding of the retirement plan business and 401k and 403b markets.
• Knowledge of ERISA, qualified plan design, recordkeeping, administration and plan investments.
• Willing to obtain required licenses/registrations within designated time.

Responsibilities

• 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 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 aligns with Nationwide capabilities.
• Supports small plan sales acquisition through positioning our service model and the benefits to the plan sponsor and participants.
• Leads client onboarding process and ensures a smooth onboarding with implementation teams.

Skills

Relationship management

Project management

Negotiation skills

Attention to detail

Education

Undergraduate studies in business or finance or related fields preferred

Job description

Nationwide is seeking a Relationship Manager for Retirement Solutions in the Southeast and the Carolinas. You will manage a defined list of small to mid-size plans, coordinating with sponsors, advisors, TPAs and service providers, and leading an integrated service team to grow and retain profitable relationships.

The role requires five years in financial services with retirement plans, strong project management and negotiation skills, and the ability to travel up to 75%.