591 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. This role will cover the West Coast and Mountain territory for our Institutional clients with our Retirement Solutions team. Living within the territory and near a major metropolitan airport is strongly preferred as this role will require travel. This is a G.SD130 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for mid-market retirement programs is the desire to help individuals retire successfully. Multiple decision-makers are engaged in...

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 role will support the State of CA plan for our Retirement Solutions team. Living in or around the city of Bakersfield, CA or in a surrounding county is strongly preferred. The role will require travel and includes a company vehicle and gas card, but only 1-2 overnight trips per month on average. This is an F.SD85 band role. #LI-COLE   Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire...

Together we fight for everyone’s opportunity for a better financial future. We will do this together — with customers, partners and colleagues. We will fight for others, not against: We will stand up for and champion everyone’s access to opportunities. The status quo is not good enough … we believe every individual and every community deserves access to financial opportunities. We are determined to support both individuals and communities in reaching a better financial future.  We know that reaching this future depends on our actions today. Like our Purpose Statement, Voya believes in being bold and committed to action.  We are committed to a work environment where the differences that we are born with — and those we acquire throughout our lives — are understood, valued and intentionally pursued. We believe that our employees own our culture and have a responsibility to foster an environment where we all feel comfortable bringing our whole selves to work. Purposefully...

Overview The Product Manager (Admin) is responsible for identifying customer and market needs, developing a 12-month strategic plan/roadmap that aligns to business goals, and planning and executing to that vision. They are a player/coach people leader managing a team of analysts within their defined product. The Product Manager closely partners with Engineering counterparts to solve complex business and client problems that drive solutions that delight our users and clients. The Product Manager manages product development deliverables, such as requirements documentation, analytics, design reviews, implementation, and delivery.     In addition, the Product Manager is expected to leverage Artificial Intelligence (AI) and data ‑ driven techniques throughout the product lifecycle to accelerate discovery, improve decision ‑ making, and deliver innovative, responsible, and compliant AI ‑ enabled solutions. This includes leading AI ‑...

Position Summary:   The Account Manager position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our Producers in producing new business and renewing existing business. Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120 days before the renewal date; Gathers the necessary information regarding...

Position Summary:   The Account Manager position maintains a professional relationship with our clients through exceptional customer service. Account Managers are assigned a book of business comprised of fully insured and level funded clients. This role is responsible for obtaining clients’ trust by meeting their needs and expectations. They are also responsible for supporting our Producers in producing new business and renewing existing business. Account Managers serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education. Essential Tasks: Acts as the primary contact between client, prospect, agency, and producer; represents the agency in handling complaints, arbitrating disputes, or resolving grievances Handles or refers all service requests by our clients Initiates and handles marketing of accounts beginning 120 days before the renewal date; Gathers the necessary information regarding...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business      $2,500 New Agent Ramp-up Incentive    This supports your transition by providing additional income as you develop your pipeline and build a strong foundation for long-term success      If you enjoy helping people, building relationships, and earning more through performance, we'll provide the training, tools, and support to help you succeed      Success in this role comes from:   Consistent outreach    Proactive engagement with prospective clients   Strong follow-up   Community networking   Building trust with clients   Location Details:  Boulder, CO Position Schedule/Shift:  Monday-Friday...

Description This position is available to any Huntington Corporate office location. Summary:      We are seeking a talented and ambitious Director Level Portfolio Manager III to support growing Project Finance and Infrastructure (“ PFI ”) team. The PFI Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of project finance loans.      The PFI team at the Huntington Bank, N.A. provides a broad range of equity and debt arrangement for large-scale, capital-intensive projects across the full infrastructure spectrum: power, renewable energy, energy related assets, midstream and infrastructure including Public Private Partnership (“P3”).  The PFI line of business is a crucial new growth strategy for Huntington Bank’s Structured Finance group and will offer...

At Allstate, great things happen when our people work together to protect families and their belongings from life’s uncertainties. And for more than 90 years, our innovative drive has kept us a step ahead of our customers’ evolving needs. From advocating for seat belts, air bags and graduated driving laws, to being an industry leader in pricing sophistication, telematics, and, more recently, device and identity protection.  Job Description ***This position is Remote. The work consists of 70% in the field and 30% virtual.*** Make a real difference when it matters most. Are you ready to step into a role where you help people get back on the road after life throws them a curveball? As a Catastrophe Field Auto Adjuster, you’ll be the trusted face of our company, traveling nationwide to support customers affected by catastrophic events like floods, hurricanes, and wildfires. Whether it’s a car, motorcycle, ATV, RV, or even a boat, you’ll investigate damage, review policies, and...

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 role will support our Government/Public sector clients located in the territory of Southern Indiana for our Retirement Solutions team. Living within the states of Indiana or Kentucky is required. This is an F.SD85 band role. #LI-COLE Job Description Summary At the heart of our work with retirement plans for high-profile organizations is the desire to help individuals retire successfully. Multiple decision-makers are engaged in plan selection, enhancements and retention, requiring...

Job Type: Full time   Exempt/Non Exempt:   Hourly Job Description:   This is a relationship driven sales role with long-term income potential through commission.  We know building a client base takes time, which is why we offer ramp-up earnings support during your first months as you grow your pipeline and book of business        $ 2,500  New Agent Ramp-up Incentive     This supports your transition by providing  additional  income as you develop your pipeline and build  a strong foundation  for long-term success        If you enjoy helping people, building relationships, and earning more through performance,  we’ll  provide the training, tools, and support to help you succeed        Success in this role comes from:    Consistent outreach     Proactive engagement with prospective clients    Strong follow-up    Community networking...

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...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities...

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...

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. Financial advisor experience preferred. The ideal candidate will have the following: Strong presentation and communication skills for effective seminar delivery. Excellent relationship-building abilities to foster connections with clients and stakeholders. Leadership skills to guide and support a team of specialists. Problem-solving skills to address customer inquiries and improve processes. Knowledge of defined contribution retirement savings plans and financial counseling....

Overview The Product Manager (GRC) is responsible for identifying customer and market needs, developing a 12-month strategic plan/roadmap that aligns to business goals, and planning and executing to that vision. The Product Manager closely partners with Engineering counterparts to solve complex business and client problems that drive solutions that delight our users and clients. The Product Manager manages product development deliverables, such as requirements documentation, analytics, design reviews, implementation, and delivery.     In addition, the Product Manager is expected to leverage Artificial Intelligence (AI) and data ‑ driven techniques throughout the product lifecycle to accelerate discovery, improve decision ‑ making, and deliver innovative, responsible, and compliant AI ‑ enabled solutions. This includes leading AI ‑ related research, experimentation, prototyping, and the creation of high ‑ quality product and governance...

Overview As a Revenue Enablement Manager, you'll be embedded within the day-to-day operations of the team that you support - the dedicated enablement partner accountable for ramp time, pipeline velocity, sales methodology adoption, and revenue retention.    Revenue Enablement professionals at Origami translate business priorities into practical field execution: designing onboarding and certification programs, developing playbooks and coaching frameworks, enabling frontline managers, and building the cross-functional alignment needed to keep the revenue organization prepared for product launches, messaging changes, and competitive shifts.   You will partner closely with Sales, Account Management, Marketing, Product, and Revenue Operations leadership, and this role requires a combination of instructional design, data fluency, and field credibility to be effective.   Starting base pay for this role is between $110,000 and $130,000. The actual base...

Job Type: Full time   Exempt/Non Exempt:   Salary Job Description:   Location Details: Remote Position Schedule / Shift: Monday – Friday, 8am – 5pm Position Summary: Manage the development and execution of a comprehensive annual (corporate and club, insurance, or IT) audit plan based on risk assessment, corporate goals and objectives, regulatory requirements, Audit Committee fiduciary needs, and professional auditing standards. Identify and audit corporate and club processes wherein potential control weaknesses, fraud, errors, waste, abuse, or other conditions may pose risk to the organization or impair corporate performance.  Establish audit time budgets, target dates and staffing to achieve audit objectives. Primary Duties and Responsibilities: Manage the internal audits to support a strong corporate control environment and to identify opportunities for improvement in a diverse product and multi-state organization Assign, oversee...