Consultant Relationship Manager - Retirement Solutions (Government & Institutional Plans)

Nationwide • Washington, NV

5d • $144,000 - $216,000 • Remote

About The Position

This is a fully remote position that will support our Government & Institutional plans for our growing Retirement Solutions team serving our clients on the West Coast, Pac Northwest, and Midwest. The role will require approximately 50% travel and the person will need to be located near a major metropolitan area. Living within the territory is a requirement with most of the major clients residing near Denver, Portland, and in SoCal. This is an H.S180 band role. We are seeking an experienced thought leader with a deep understanding of the retirement business. You will leverage well-established relationships with the top retirement consulting firms to ensure Nationwide’s inclusion in RFP’s (request for proposals) and influence Nationwide’s ability to win new business and retain clients. As a Consultant Relationship Manager, you’ll be responsible for the overall relationship with regional retirement plan consultants. You’ll be working with all Internal Revenue Code (IRC) defined contribution plans. You will be responsible for advancing the Nationwide brand and reputation with the targeted consultants by demonstrating that we thoroughly understand each consulting firm’s needs, processes and expectations while also delivering value-added thought leadership and industry knowledge so that the consultant is the expert with their clients.

Requirements

• Undergraduate degree in marketing, business, finance or related field required.
• FINRA Series 6, Series 63 and Series 65 required
• Minimum eight years of sales and/or relationship management with demonstrated experience in the retirement plans field.
• In-depth understanding of retirement plans.
• Excellent verbal and written communication skills
• Strong interpersonal skills
• Detail oriented
• Strong technical skills and proficiency.
• Project management skills

Nice To Haves

• Designations such as ChFC, CLU, CRC are preferred.

Responsibilities

• Understands and articulates Nationwide’s unique position in the retirement plans market.
• Establishes and manages Nationwide Financial Workplace Solutions relationships with key public sector consultants and their consultant firms spread across either half of the United States.
• Establishes ongoing relationships with regular and frequent contact/correspondences with individual consultants and firms in order to position Nationwide and share value proposition.
• Delivers timely and relevant thought leadership and industry knowledge to consultants to make Nationwide their vendor/partner of choice.
• Enables consultants to offer education opportunities and tools that can be used by plan sponsors to drive their business.
• Creates sales activation by connecting thought leadership to Nationwide’s offerings and expertise in the marketplace.
• Influences and educates consultants and firms on Nationwide features, capabilities and value statement to have consultants positively position the company with public sector clients.
• Participates in acquisition and retention RFP process that involves a consultant. Coordinates closely with bid owner to assure RFP and finalists presentation are guided towards consultant and clients buying sentiment.
• Advocates on behalf of the consultant’s firms to ensure their needs, goals, opportunities and concerns are understood within Nationwide Financial Retirement Plans.
• Collaborates with colleagues to strategize, communicate and implement consultant-wide plans.
• Partners with consultants to remove key concerns and obstacles that they may have with Nationwide.
• May perform other responsibilities as assigned.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior