Sr. Analyst – New Business Review – Retirement Solutions
| Company | Nationwide |
|---|---|
| Location | Columbus, OH, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Mid Level, Senior |
Requirements
- Series 6 license required
- Bachelor’s degree preferred, with a concentration in business, marketing, finance or related field, or equivalent related work experience
- Typically, three to five years in pension design, administration, record keeping or related financial services experience
- Basic knowledge of retirement plan funding platforms and ERISA retirement plan fundamentals and concepts
- Basic to moderate level of knowledge of Nationwide volume submitter document and its provisions
- General understanding of the implications changes to the document have on other plan provisions and the required operations of the plan
- Familiarity with major competitor’s prototype and volume submitter documents
- Thorough understanding of Nationwide private sector retirement plan platform, products, capabilities, processes and policies within specific assigned service model(s)
- Excellent written and verbal communication skills to effectively communicate technical and complex information into easily understood terms
- Ability to comprehend complex regulatory provisions
- Ability to interact effectively with company owners, and advisory
- Research and problem-solving skills, attention to detail and strong analytic skills
- Skills required reviewing, researching and recommending solutions to legal document issues encountered
- Strong team building and collaboration skills as displayed within team and across business
- Ability to set priorities and manage multiple demands
Responsibilities
- Reviews new client specifications and prepares product/platform legal documents according to products, features and provisions sold
- Reviews existing plan documents and documentation for basic non-complex new bundled customers to determine fit with Nationwide’s capabilities and offerings
- On basic, non-complex takeover bundled plans, maps existing plan document provisions to Nationwide volume submitter plan document for review by lead
- Works with lead to identify non-standard product and plan requests
- Partners with lead, manager and Technical Services (when bundled) to determine if non-standard arrangements can be accepted
- Drafts Nationwide volume submitter plan documents for startup plan clients based on client objectives and Nationwide default provisions
- Provides basic technical support and consultation with clients and advisory on plan document provisions and legal documents when needed
- Reviews signed Nationwide plan documents for good order and completeness when received back from the field
- Works with lead to identify compliance issues with qualified plans coming to Nationwide
- Work with support teams to provide options to clients with such issues
- May perform other responsibilities as assigned
Preferred Qualifications
- Participation in professional development programs such as ASPPA, CEBS or NIPA is desirable