Sr. Institutional Relationship Manager - Retirement Solutions

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

This role will cover the West Coast and Mountain territory for our Institutional clients with our Retirement Solutions team. Living within the territory and near a major metropolitan airport is strongly preferred as this role will require travel. This is a G.SD130 band role. #LI-COLE

At the heart of our work with retirement plans for mid‑market retirement programs 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 Senior Institutional Relationship Manager, you’ll be accountable for all aspects of strategic account management for a defined list of retirement plans including, Plan Sponsor, advisor/consultant, Operations service team relationships. You’ll manage plans typically with $25

Mil to $150

Mil total retirement assets. You’ll be focused on proactively driving plan profitability, including layering in appropriate Nationwide products and services, while increasing efficiencies. You will be responsible for deepening relationships with key decision makers on the client’s board/committee and with advisors and consultants.

• Through a proactive strategic account management process, responsible for establishing, growing and retaining profitable relationships with mid‑market plan sponsors advisor/consultants, and other service providers.
• Leads the integrated service team by coordinating business support functions and additional resources to grow and retain key relationships.
• Responsible for conducting at least annual, but up to quarterly Committee Meetings to discuss Plan Health, Plan Engagement and Nationwide enhancements.
• Partner with Finance and Investment Management to identify a multi‑year strategy to increase profitability of book of business through adoption of Nationwide Advantage Products.
• Partner with Integrated Service Team to identify opportunities to increase efficiencies and reduce our cost to service book of business.
• Develops and executes a strategic business plan for your book of business that takes into consideration the goals and objectives of clients, advisors/consultants and aligns with the objectives and capabilities of Nationwide and other service providers.
• Supports institutional plan sales acquisition finalist presentations and positioning our service model and the benefits to the plan sponsor and plan participants, and consultant/advisor.
• Leads client onboarding process and participant transition meetings including familiarizing the plan sponsor with Nationwide tools and services and partners with implementation team to ensure a smooth onboarding process.
• Shares and positions the Nationwide story and drives capabilities/feature adoption that increase plan efficiency and improve client experience.
• Develops and implements plan participant servicing strategies in partnership with plan sponsors to drive participant engagement and retirement readiness.
• Represents the client’s voice in product and service…