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Private Sector New Business Manager
in Columbus OH
New Business Technical Operations Manager
In this role, you will lead a team of Implementation Managers at Nationwide who will
coordinate the end-to-end experience of plans that are transitioning to Nationwide. Working with the advisor, plan sponsor, TPA, prior recordkeeper, and other third parties, Implementation Managers coordinate new business activities to ensure a
seamless transition and onboarding experience for our newest clients. You never get a second chance to make a first impression, and this leader will understand how crucial a great first experience as a Nationwide client is to establish and grow long
term relationships with our clients. If you are energized by relationships, have a passion for process, are fascinated by retirement plans and our industry, and have a strong ability to lead a team of talented professionals, then you should consider
this opportunity as a potential next step in your career journey. There’s a great deal of additional information included in the position posting below. Read on if you are interested in learning more.
Core Duties and
- Performance (Team) - Manages and provides oversight to team roles and responsibilities. Forward facing; manages performance of customers satisfaction, interaction quality and relationships. Clear focus on
managing relationships both internally and externally. Establishes best practices for quality, production standards, relationship management, delivering on customer requests and schedule to adhere to compliance guidelines. Uses quantitative and
qualitative metrics to ensure high client satisfaction.
- Planning (Projects) - participates in, sponsors and/or owns major projects, manages the activities and staff providing guidance to supporting departments on team - assists in identifying and
establishing best practice relationship management guidelines and process improvements that enhances delivery of services to customers aligned with industry and regulatory requirements. Projects often include industry wide committees and involvement of key
internal and external partners.
- People (Performance Management) - Drives a culture of coaching and feedback for personal and professional guidance. Develops talent in the organization for succession planning and handles all performance
management tasks and related functions for team. Ensures associates are current and knowledgeable of the industry, competition and regulatory environment. Promotes industry training and involvement in related organizations.
(Relationship Management) - Owns the service relationships requiring a high level of technical expertise, and high touch, highly satisfied relationships are crucial for client and asset retention. Helps build and strengthen relationships through
presentations, intermediaries and/or direct contact. Some travel is often necessary. Partners closely with Sales partners to ensure overall satisfaction with Nationwide. Develops staff to find ways to deepen Nationwide relationships and create additional
sales opportunities for our Sales partners.
- Customer Service - monitors activities (phone, email, in person visits) to ensure clients are served timely and meets/exceeds quality standards. Responds to escalated service issues and calls from our
internal and external sales partners, firms, producers, and customers. Works closely internal / external partners to ensure resolution. Works with various back office and internal departments to advocate for their relationships.
- Finance and
Regulatory Oversight - Manages the implementation of all enacted state and federal regulations for products and procedures; ensuring Operations (an other impacted) is prepared and informed of audits / regulatory / legislative changes in a timely manner.
Partners with appropriate teams or individuals for the coordination of responses to audits (or other regulatory matters), including system partners for data requests. Manages staff responsible for drafting regulatory agency reports and findings
and works closely with the office of Corporate Compliance to resolve any issues.
- Continuous / Change Management - uses outside-in approach and services as the "voice of the customer" in driving improvement opportunities. Manages the staff
that takes audit recommendations and calibration sessions through the continuous improvement model. Identify key opportunities for processes and procedures to be enhanced and aligned to ensure consistency and adherence to regulatory requirements
including improvements outside of their own teams that would benefit their relationships. Utilize findings to identify key process and/or technology needs within the Operation Center.
- Budget - Manages expenses to the established budget and
identifies opportunities and implements solutions to streamline process and reduce operating expenses. Participates in annual budget process to ensure adequate staffing and funding for providing OYS levels of service.
- Licensing &
Commissions roles: Manages a staff responsible for conduct producer screening and background investigation reviews to ensure producer candidates are of good character; prepares case files to be reviewed by the Licensing & Appointment Review
Committee and communicates with candidates who have been denied appointment with the Nationwide Life Companies and/or Nationwide affiliated Broker Dealers.
- NBSG and RP Roles: Manages a staff to build relationships with Advisors, Plan Sponsors and
Third-party Administrators. Managers need to have 401(k), 457, COLI, ERISA expertise, plan administration, Pension Protection Act, plan compliance testing and plan design knowledge to lead their groups performing these tasks. Need to work with Plan
Sponsors, plan auditors and legal teams to ensure plans are being accurately administered and that all elements of ERISA or COLI / BOLI compliance are upheld as appropriate.
- May provide management and oversight for underwriting
- Performs other related duties as assigned.
Typical Skills and Experiences:
Education: Undergraduate degree in business administration, management, finance, pre-law or related field
and/or technical insurance coursework preferred.
Licenses / Registrations/Designations: FINRA Series 6 and 26 licenses are required within 120 days of start date
Experience: Minimum 7 years financial services
experiences in a customer service, quality control or operations environment. Supervisory experience required.
Knowledge: Extensive knowledge of insurance industry concepts including but not limited to: Financial Services
products, regulations, and guidelines. Retirement Plan or COLI expertise is required.
Skills / Competencies: Effective team leadership and management skills. Strong verbal and written communication skills. Must be able to present
outside Nationwide walls. Relationship building people skills are needed.
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 and Guiding Behaviors.
How to Apply
Apply online using this link.
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