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.

This role will support the Emerging Markets Retirement Solutions NIGO team.

The NIGO (Not In Good Order) Team’s main function is to resolve items that cannot be processed as submitted so they can be processed. In order to resolve these items, it involves reaching out to external partners to obtain the necessary information.

Some of the duties of the Specialist on this team will be

• Represent the team in projects
• Training Analyst associates
• Represent the team in meetings with external and internal partners
• Become a SME at various team tasks
• Help create process and procedure documents

This will be a hybrid schedule with in office expectations each week. The ideal candidate will be in the greater Columbus Metro Area.

(Internal Use Only) Compensation Band E2

Job Description Summary

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 build 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 accountable for all aspects of the operations of assigned customer plans. You will provide plan design and administration for qualified retirement plans funded by all types of investments, with investment direction provided by trustee(s) and/or plan participants.

Job Description

Key Responsibilities:

• Serves as company representative and communicates with plan sponsors, their representatives and/or producer regarding the sale or administration of qualified retirement plans.

• Completes periodic valuation, compliance testing, determines appropriate benefits amounts and preparing statements, information for invoices and participant loan documents.

• Prepares all materials to propose, sell and establish new plans and set up appropriate records, including proposal illustrations, trust agreements, IRS determination reporting, employee communications and client administrative guide and establishes census and plan information on pension software system.

• Maintains relationship with clients by working with producers, clients, accountants, attorneys in design and ongoing administration of plans, providing assistance to clients with governmental audits, preparing and conducting plan sponsor/participant meetings, providing expertise to sales personnel in design, development and presentation to prospective customers.

• Provides expertise to achieve desired business objectives by providing guidance to other staff members on regulations or plan administration, serving on task force committees by analyzing any new legal changes and their impact on qualified retirement plans, participating in and/or leading project teams, evaluating and recommending changes in sales support materials, and proposal and administration forms and procedures.

May perform other responsibilities as assigned.

Reporting Relationship: Reports to Pensions Division Manager and does not have direct reports.

Typical Skills and Experiences:

Education: Undergraduate studies or equivalent related work experience.

License/Certification/Designation: NASD Series 6 may be required; participation in professional development programs such as ASPA, CEBS, or NIPA is desirable.

Experience: Three years of pension design, administration or related financial services experience.

Knowledge, Abilities and Skills: Detailed knowledge of qualified retirement plan concepts. Understanding plan documents, reconciliation of plan assets and thorough knowledge of Internal Revenue Code and Department of Labor regulations. Comprehensive knowledge of investments including annuities, mutual funds, employer stock and partnerships, etc. and the financial marketplace. Working knowledge of pension reference material (i.e., CCH, Prentice Hall). Continuous develop in insurance funding contracts, procedures and governing language of contracts, including prospectuses and sales literature, laws and regulations related to qualified retirement plans, project management, and/or business environment. Ability to communicate effectively, both verbally and in writing. Ability to analyze and recommend solutions to business issues. Ability to explain governmental requirements and investment products. Ability to analyze the business needs of a customer or potential customer to develop and design the appropriate plan(s) to fit the needs and desires of their client(s).

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

Staffing exceptions to the above must be approved by the Vice President and HR Vice President.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Exempt (Not eligible)

Working Conditions: Normal office environment. May require extended hours as needed. Some travel required.

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.

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.