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Retirement Plan Implementation Specialist

Nationwide Financial

in Remote

Logo for Nationwide Financial

Our work helps people retire more successfully, with products and services that support financial well-being of retirement plans and their participants. With strong teamwork and an outstanding culture, we combine technical expertise with relationship management to create better futures for these plans. If you are ready to put your knowledge of financial products and services to use, can anticipate and solve challenges and provide outstanding customer service, we want to know more about you!

As a Specialist, you'll be in a forward-facing role that oversees the end-to-end transition and onboarding process for new plan sponsor clients within Retirement Plans.

Key Responsibilities

  • Oversees and manages the implementation/conversion/ of all TPA and PPA New Business/Conversion Plans. May be involved in implementation/conversion of basic bundled plans.
  • Coordinates the New Business/Conversion process with Internal New Business/Conversion teams, Sales and Administrators to ensure a successful conversion to Nationwide.
  • Interacts with advisory, plan sponsors, administrators, prior record keepers and funding providers to coordinate all activities within the New Business/Conversion experience.
  • Helps drive retention initiatives at Nationwide through interactions and consultations with Private Sector retention team. Collaborates with Retention Team and manages product conversion activity generated by that group (Conversion team).
  • Functions as a subject matter resource for all Nationwide products, processes, answers complex questions from all input channels.
  • Resolves complicated and escalated service and sales issues for internal and external partners.

How to Apply

Apply Now


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