Specialist, Business Project Management



Ohio, USA
Posted on Tuesday, July 2, 2024
Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Internal Compensation Grade: F2
Location: This position can be filled as Remote

The Land As Your Legacy (LAYL) Specialist serves as a key role within the program, responsible for working in unison with the field relationship management team to optimize business results within assigned territories for the program. Reports to Director, Program Management. They are responsible for tier 2 relationships, supporting the field team and overseeing key home office responsibilities crucial to the LAYL program. Additionally, they play a crucial role in the program to product connection process, maintaining client satisfaction, and advancing the program's objectives of legacy planning and supporting financial services in agriculture.

Key Responsibilities:

Coordinate with the Sr. Consultant Relationship Management roles to drive Territory and business strategy, analysis, and optimization efforts. Provide support and expertise to tier 2 partners within assigned geographic territory including virtual meetings and marketing support (minimal face-to-face meetings). Work with advisors, external partners, and the Relationship Management team to oversee the LAYL new case set-up process. Case follow-up and coordination working with sales partners to track and drive sales related to LAYL cases. Serve as backup contact for Field team to handle inquiries and requests from the field team in their absence. Support field in maintaining partnerships and assisting in nurturing relationships with partners, such as following-up with tasks committed to between Relationship Managers and Partners. Aid in the advisor recruiting process by assisting in onboarding and training processes for new advisors. Provide territory and national support to plan and execute events organized by the program. (ex. Annual face to face partner meeting, quarterly virtual meeting, identifying speakers for key engagement) Collaborate with Marketing and internal NRI teams around prioritized work to support programs. Responsible for partner activity tracking, analysis and reporting to provide key insights on the performance of the partnership, territory, and advisor effectiveness.


Years of experience: 5+ years of experience in Financial Services

Skills: Relationship Management, Reporting & analysis, organization and time management, interpersonal skills, strategic thinking, and Farm Credit knowledge.

Note: This role will have limited travel of up to 20%.

Job Description Summary

We are a versatile group of individuals, working together to meet the needs of our customers. We value knowledge, strong business savvy and contributing to a stellar team environment. If you thrive in a busy, engaging work environment, we want to know more about you!

As a Specialist, you'll manage small to moderately complex projects to drive business objectives. You'll assist with business process mapping and recommend and implement policies and procedures for new and existing business processes. You'll support the business administration functions for the area(s) you support.

Job Description

Key Responsibilities:

  • Manages all aspects of projects, including: planning, communication, execution and completion.

  • Monitors timelines, including regularly re-assessing risks, throughout project life. Makes recommendations to revise project plans on an ongoing basis to maintain alignment with other projects and the business strategy.

  • Logs issues, designs processes and implements solutions. Maintains awareness of customer and systems requirements and conforms to those requirements.

  • Coordinates internal and external resources, budgeting and cost containment.

  • Develops, and implements complex business processes that support business requirements and business strategy.

  • Provides training on existing and new processes to the assigned customer base.

  • Provides mentorship and feedback to project team members.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Director or Officer. This is an individual contributor position.

Typical Skills and Experiences:

Education: Undergraduate studies in business, mathematics or related field.

License/Certification/Designation: Project Management Certification preferred.

Experience: Five years of work experience in project management. Business process mapping experience preferred.

Knowledge, Abilities and Skills: Knowledge of project management concepts and techniques. Working knowledge of business terminology, systems and data processing policies, practices and procedures. Knowledge of business-related systems concepts and requirements preferred. Strong relationship building skills. Proven project management skills. Ability to negotiate and solve problems. Proven decision making skills for problem identification and selection of alternatives. Effective interpersonal skills. Ability to prepare technical reports and formal presentations.

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

Staffing exceptions to the above must be approved by the business unit Officer and Human Resources Officer.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment; may be required to travel and work flexible hours.

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


We currently anticipate accepting applications until 07/12/2024. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.


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.

This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdfNationwide 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.The national salary range for Specialist, Business Project Management : $61,000.00-$126,500.00The expected starting salary range for Specialist, Business Project Management : $68,000.00 - $102,000.00