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© All Rights Reserved. ApplyBlast.com
Nationwide Financial
The Specialist, Bundled Client Services will manage a caseload of retirement plans, ensuring administration aligns with plan documents and client agreements. The role involves building and maintaining relationships with plan sponsors, producers, accountants, and attorneys, providing expertise during audits, meetings, and plan design, and serving as the primary point of contact for clients.
We help financial professionals break down & simplify retirement challenges with strategies, tools, & products like annuities, mutual funds, life insurance & retirement plans.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Nationwide Financial.
57% above the average for this role