37 client relationship manager retirement jobs found

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Preferred Experience: 2-3 years of RP Operations experience. SS&C/TRAC record keeping platform experience. Compensation Grade E2 This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location: Columbus: Three Nationwide Plaza, Columbus OH, 43215  Work schedule: 2 days in office, 3 days remote. It is our intention to fill this role in Columbus, Ohio or Scottsdale, Arizona. However, on occasion, applications from...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. This opportunity supports Nationwide's Life, Annuity, and Retirement Solutions customer service teams. Representatives serve as a primary point of contact for customers, assisting through inbound service calls, responding to questions, processing policy or account requests, resolving issues, and educating customers on products, services, and available solutions. Associates will complete role-specific training before transitioning into a flexible hybrid work environment.   Training...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. Series 63 also required. The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide Plaza, Columbus OH, 43215 Work schedule: 3 days in office, 2 days remote. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-SS1 Job Description Summary Do you want to create an impact by providing personalized investment guidance, retirement planning support, and end to...

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. 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. As the Technical Director, Advanced Consulting Group (ACG) – Life Team , you’ll play a pivotal role in helping financial professionals navigate the increasingly complex world of life insurance, wealth transfer, estate planning, and business planning. Your expertise in tax rules, planning strategies, and life insurance applications will empower advisors to deliver meaningful value to their clients — while supporting growth across Nationwide’s life insurance business. This is a fully remote opportunity for applicants with critical industry skills and relevant experience. Candidates located near a Nationwide campus will collaborate in office 3 days per...

Description The Private Bank Group Regional Manager is a senior leadership role responsible for driving strategic growth, operational excellence, and client experience across multiple regional markets within the Private Bank. This individual will lead a team of Private Bank Regional Market Managers and ensure alignment with the overall goals of the Private Bank, which includes both banking and investment product offerings. The role requires a dynamic leader with deep expertise in wealth management, banking, and investment services, as well as a proven ability to lead high-performing teams. Key Responsibilities Leadership & Strategy - Lead and manage a team of Private Bank Regional Market Managers across the division. - Develop and execute divisional strategies to grow market share, deepen client relationships, and enhance profitability. - Collaborate with the Director of the Private Bank to align...

Description Summary: The Commercial Card Segment Risk Manager Sr serves as the first-line risk leader responsible for the governance, oversight, and risk management of the Commercial Card and Payables portfolio. This role partners closely with Product Management, Treasury Management, Operations, Technology, Compliance, AML, Fraud, Legal, and Second Line Risk functions to ensure products and services operate within the Bank's risk appetite while supporting business growth and innovation.  The role is accountable for identifying, assessing, monitoring, and mitigating risks across commercial card products, payables solutions, virtual cards, expense management platforms, and emerging payments capabilities. The Commercial Card Segment Risk Manager Sr will provide strategic risk guidance throughout the product lifecycle, oversee client-related risk activities, and drive the development of scalable risk frameworks that...

Description Summary: Huntington’s internship programs provide emerging talent with meaningful, hands‑on experience aligned to their area of study. Over the course of the interns’ time at Huntington, they gain exposure to key business functions across all segments of the organization. An intern’s experience should be focused on professional growth, skill development, and practical application of academic learning. Interns participate in a structured series of development opportunities, including interactions with senior leadership and career pathing insights. The experience also includes immersion in Huntington’s award‑winning culture through community involvement and team‑based activities. Internships at Huntington are designed to help students build a strong foundation for future career success while contributing to meaningful business initiatives. Internship Opportunities at Huntington: Huntington offers...

Description Internship Opportunities at Huntington: Huntington offers internship opportunities for students who are currently enrolled in an academic program and seeking practical, hands‑on experience in their field of study.  Internships take place during a defined period of time and are available across all business segments. Rising seniors (Winter 2027 or Spring 2028 grads) may participate in the Enterprise Internship Program , an 11-week , role-aligned experience where students work directly with a manager and team on meaningful business initiatives. In addition to hands-on project work, participants gain exposure to executive leadership, participate in Huntington's innovation project, and build connections that may lead to future full-time opportunities. All interns participate in a variety of developmental and professional activities designed to support learning and exposure to the...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Leader responsible for market penetration through targeted Payroll campaigns that deliver incremental revenue from new and/or existing clients. As a Division Manager (DM), you will report to a regional Vice President (VP). DM’s must manage and achieve their Division’s productive sales goal on a monthly basis while managing and leading a team of Territory Managers and Payroll Client Advisors, which are responsible for the direct sell of Auris’s...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Field Sales Representative you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other...

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Territory Manager (PTM), you will report to the Payroll Division Manager (PDM).  Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Auris products and services, and...

Description Job Description Summary The Senior Trust Real Estate Asset Manager is responsible for managing a complex portfolio of real estate assets held in fiduciary accounts, including commercial, residential, agricultural and others. The role is an integral member of Huntington’s Private Bank which at its cornerstone is a client advisor culture within a team-oriented environment.  The role provides leadership and guidance on the prudency of maintaining real estate within a portfolio based on the account investment objectives, and preemptively identify potential issues, such as low account liquidity that might necessitate selling real estate or environmental hazards. Candidates must exhibit strong fiduciary judgment, strategic decision-making abilities, sophisticated negotiation skills, expertise in identifying and managing risk, and a client-centric approach to service delivery. Duties and Responsibilities:...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The Financial Services Representative Processing Money Out NIGO processes retirement distribution transactions, ensuring requests are completed accurately, efficiently, and in compliance with plan and regulatory requirements. Key Responsibilities: Review, validate, and process retirement distribution requests, including lump sum payments, rollovers, systematic distributions, RMDs, and external transfers. Utilize multiple systems to manage transactional workflows, enter and track...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team 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. Retirement Solutions Technology team is seeking a highly motivated and skilled developer for a team of software engineers for support the Retirement Solutions Line of Business. In this role the ideal candidate will have experience working in modern web technologies, APIs, and Java along with being well versed in cloud native platform and secure coding practices.  Effective communication and collaboration within the team, across teams and departments is critical.     Primary responsibilities include...

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The position sits within Pet Protection & Performance, reports to Director, Business Consulting, and partners closely across Product, Compliance, Technology, Operations, Billing, Reporting & Analytics, and Communications. What This Role Will Own: Business Delivery Leadership and Execution Lead business requirements and business delivery work across Pet product, policy, migration, reporting, and regulatory initiatives. Drive intake through definition, stakeholder alignment, handoff to...

As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create your career journey! 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. #LI-ML1 Job Description Summary Do you have the desire to play a critical role in driving data-and risk-based business outcomes? Nationwide has been using data to serve our members and drive business outcomes for almost 100 years. Our industry-leading workforce has a collaborative culture that delivers outstanding solutions and results. Our Risk professionals play a key role in transforming quantitative data analysis into meaningful insights that drive business results. As Leader, Nationwide Financial Asset Liability Management (ALM), you’ll play a critical leadership role in shaping...

MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Technical Business Analyst to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences. This will be a hybrid position based out of one of our MarshBerry offices. Preference is for this individual to be based in our Woodmere, OH, HQ, but they also may be located in Grand Rapids, Michigan, Plano, Texas, or Dana Point, California. This individual will report into our Vice President of Business...

If you’re passionate about being part of a dynamic organization that enables a Fortune 100 company with nearly $70 billion in annual sales to drive innovation and adopt new technologies that deliver business results, then Nationwide’s Technology team 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. Want to own some of the most important and consequential applications that maintain and increase the financial strength of Nationwide?  Want to be in a place actively funding and prioritizing endeavors to modernize their entire systems landscape? Want to develop and maintain a strong team at the leading edge of Nationwide SRE practices? If so, we want to meet you!   This unique Software Engineering Product Manager position is accountable for the Real Estate and Alternatives Asset Management application...

Description The Product Group Manager Business Origination for the Join & Activate Journey is responsible for defining and executing the strategy, roadmap, and performance outcomes for the end-to-end digital business customer acquisition and onboarding experience. This leader owns the customer journey from exploration and application through account opening, funding, activation, digital engagement, and relationship primacy. The role serves as the single point of accountability for creating a seamless, scalable, and digitally enabled business customer experience that reduces friction, accelerates time-to-fund, increases activation and adoption, and drives long-term relationship growth. This position partners across Product, Technology, Operations, Risk, Fraud, Compliance, Digital, Data & Analytics, Marketing, and Business Banking leadership to deliver measurable customer and business outcome. Duties and...