Director, Relationship Manager - Retirement Solutions (Corporate/Private Sector)

Nationwide Mutual Insurance•Columbus, OH

7d•Remote

About The Position

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. This role will manage a team of Relationship Managers overseeing our Corporate/Private sector clients located in the Western, Midwest, and Southern parts of the US. This position can be located anywhere in that geographic territory provided they are near a major metropolitan airport. This is an H.SD140 pay band. #LI-COLE Job Description Summary At the heart of our work with retirement plans for large, high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring teamwork, strategic thinking and superior relationship management on various levels. If you can collaborate, connect and communicate to build, grow and retain meaningful and productive business relationships, we want to know more about you! As a Director of Relationship Management, you’ll be accountable for leading a team of relationship managers that have responsibility for all aspects of strategic account management for a defined list of our retirement plan clients including, advisor/consultant, third-party administrator and any other service provider relationships. Your team will have responsibility for retirement plans with assets that range across markets. You will be focused on the coaching and development of your team to proactively drive retention and plan profitability, including layering in appropriate Nationwide products and services, while increasing efficiencies based on client goals and objectives. You will also be responsible for deepening relationships with key decision makers on the client’s board/committee and with advisors and consultants.

Requirements

Undergraduate studies in business or finance or related fields preferred.
FINRA 6, 24, 26, 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.
Seven years in the financial services industry, with at least five years focused on retirement plans.
Experience managing relationships with plan sponsors and advisor/consultants of retirement plans and experience leading teams.
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.
Proficient in using computers and related common office software and other applicable business applications.
Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards.

Nice To Haves

Designations such as AIF and other Retirement Plan industry designations are strongly encouraged.

Responsibilities

Leads team of retirement professionals and is accountable for ensuring team drives overall Workplace Solutions goals and objectives.
Responsible for hiring, performance management, salary planning, etc.
Responsible for coaching and developing the team with a focus on proactive strategic account management responsible for establishing, growing and retaining profitable relationships across market segments in addition to building relationships with key client/advisor decision makers.
Leads client business reviews and at-risk reviews to ensure we have proactive strategies to drive retention and client profitability
Collaborates with key business partners across home office support functions and additional resources in support of integrated service team key focus areas to grow and retain key relationships
Establishes, grows and retains relationship with key decision makers including plan sponsors, advisor/consultants, third-party administrators and other service providers as part of the proactive strategic account management process.
Provides voice of the client to internal home office partners for consideration in product and service development and enhancements.
Proactively reaches out to a subset of clients in team book of business to gather feedback for associate performance as well as insights into overall relationship.
Serves as executive sponsor in large plan acquisition and retention.
Provides senior leadership support in key client interactions to reinforce our Nationwide story and commitment to the client.
Leads associate onboarding process including familiarizing associate with Nationwide tools and services and partners to ensure a smooth onboarding process.
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