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Consultant Relationship Manager - Retirement Solutions (Institutional/Private Sector Plans)

Role overview

Qualifications

  • Undergraduate degree in marketing, business, finance or related field
  • FINRA Series 6, Series 63 and Series 65 required
  • Minimum eight years of sales and/or relationship management in the retirement plans field
  • Excellent verbal and written communication skills

Responsibilities

  • Establishes and manages relationships with key public sector consultants
  • Delivers thought leadership and industry knowledge to consultants
  • Participates in acquisition and retention RFP process
  • Advocates on behalf of the consultant’s firms to ensure their needs are understood

Other skills

  • Relationship Management
  • Consulting
  • Sales
  • Communication
  • Social Skills
  • Technical Acumen
  • Detail Oriented
  • Teamwork
  • Problem Solving

About the company

Nationwide logo

Nationwide

Insurance

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States. Nationwide is rated A+ by both A.M. Best and Standard & Poor’s. An industry leader in driving customer-focused innovation, Nationwide provides a full range of insurance and financial services products including auto, business, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com.

Company details

Company typeXLarge
IndustryInsurance
Company size10001

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Job description

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 is a fully remote position that will support our Institutional/Private Sector 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.

#LI-COLE

Job Description Summary

Do you have a competitive nature and a history of developing strong relationships? 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.

Our team values these qualities, along with a hunger to win the right business and the ability to connect with key decision-makers. If you are a big-picture thinker who can advocate, influence and go above and beyond expectations, we want to know more about you!

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.

Job Description

Key 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.

Reporting Relationships: Reports to Sales Director, Institutional Relationship Management.

Typical Skills and Experience:

Education: Undergraduate degree in marketing, business, finance or related field required.

License/Certification/Designation: FINRA Series 6, Series 63 and Series 65 required; designations such as ChFC, CLU, CRC are preferred.

Experience: Minimum eight years of sales and/or relationship management with demonstrated experience in the retirement plans field.

Knowledge, Abilities and Skills: In-depth understanding of retirement plans. Excellent verbal and written communication skills; strong interpersonal skills, detail oriented and strong technical skills and proficiency. Project management skills

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Exempt (Not eligible)

Working Conditions: Normal office environment. Requires high level of overnight travel based on business opportunity.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

We currently anticipate accepting applications until 08/14/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

We have an array of benefits to fit your needs, including: 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, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.


NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.

The national salary range for Consultant Relationship Manager - Retirement Solutions : $144,000.00-$216,000.00

The expected starting salary range for Consultant Relationship Manager - Retirement Solutions : $144,000.00-$216,000.00

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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