Relationship Manager - Retirement Solutions (Corporate/Private Sector)

Nationwide
California, Arizona, Nevada, Colorado, Utah, Washington, Oregon
Workplace: RemoteFull timeUSD 84,000 - 156,000 annuallyFunction: Customer Success & Account ManagementExperience: 5+ yearsEducation: bachelorsSkills: ["Relationship management","Communication","Negotiation","Project management","Time management"]

Own strategic account management for a defined list of retirement plans for Corporate/Private Sector clients on the West Coast. Build, grow, and retain profitable relationships with plan sponsors, advisor/consultants, third-party administrators, and other service providers. Lead onboarding, coordinate service team support, drive adoption of Nationwide tools and products, and develop servicing strategies that improve participant engagement and retirement readiness.

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FursaFursa
Nationwide
Nationwide
1 month ago

Relationship Manager - Retirement Solutions (Corporate/Private Sector)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 25 days agoStatus: Live

Job Summary

Own strategic account management for a defined list of retirement plans for Corporate/Private Sector clients on the West Coast. Build, grow, and retain profitable relationships with plan sponsors, advisor/consultants, third-party administrators, and other service providers. Lead onboarding, coordinate service team support, drive adoption of Nationwide tools and products, and develop servicing strategies that improve participant engagement and retirement readiness.
Location: California, Arizona, Nevada, Colorado, Utah, Washington, Oregon
Workplace: Remote
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Establish, grow, and retain profitable relationships with plan sponsors, advisor/consultants, TPAs, and other service providers through strategic account management.
  • •Lead the integrated service team by coordinating home office support functions and additional resources to support retention and growth.
  • •Develop and execute a strategic business plan for each client, aligning client goals with Nationwide capabilities and service providers.
  • •Support small plan sales acquisition and drive adoption of Nationwide tools, services, and capabilities to improve plan efficiency and client experience.
  • •Lead client onboarding, partner with implementation teams, and implement plan participant servicing strategies to drive engagement and retirement readiness.
Travel: Extensive travel

Pay and Benefits

Salary: USD 84,000 - 156,000 annually
Perks:Health InsuranceDentalVisionLife InsurancePaid Leave401kPension

Key Requirements

  • •Five years in the financial services industry, including at least three years focused on retirement plans.
  • •Experience managing relationships with plan sponsors and advisor/consultants for retirement plans.
  • •Knowledge of ERISA, qualified plan design, recordkeeping, administration, plan investments, and account implementation.
  • •FINRA 6, 63, 65 (or 7/66) required; associates must obtain required licenses/registrations within the business unit timeframe.
  • •Undergraduate studies in business or finance or related fields preferred.
Experience:5+ yearsFinancial servicesRetirement plans
Education:Bachelor's in business or finance
Skills:Relationship managementCommunicationNegotiationProject managementTime management
Licenses:FINRA 6FINRA 63FINRA 65FINRA 7FINRA 66
Languages:Spanish

Company Brief

Nationwide
Nationwide is a mutual insurance and financial services company offering auto, home, life insurance, retirement planning, investments, and banking products for individuals and businesses across the United States.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Columbus, United States
Founded: 1926
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