Consultant, Fintech Platforms

Nationwide Mutual Insurance Company; Columbus (OH); On-site; USD 97,000 - 180,000; Full time

Benefits offered by this job

medical/dental/vision

life insurance

short and long term disability

paid time off

nine paid holidays

401(k) with company match

pension plan

business casual attire

Job summary

Nationwide Mutual Insurance Company in Columbus, OH seeks a Consultant, FinTech Platforms to expand annuity distribution by partnering with FinTech platforms and RIAs, translating business needs into secure tech solutions.

You will lead education, manage partner relationships, and support sales strategies across advisory technology, CRM, data feeds, and platform integrations, working with cross-functional teams.

Qualifications

• Five years of sales or business development experience in financial services preferred.
• FINRA Series 6/7, Series 63/66, life and health insurance required; CFP/CLU/ChFC preferred.

Responsibilities

• Manage partnerships with FinTech platform partners to maximize sales solutions and positioning for annuity distribution teams.
• Lead and educate FinTech partners; build educational materials and partner overviews.
• Onboard and enhance relationships with FinTech partners; design and execute business plans.

Skills

Sales experience

Communication skills

Relationship building

FinTech platforms

Education

Undergraduate degree in business administration or related field

Job description

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. As an Annuity Consultant, FinTech, the role serves as Nationwide’s subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem and as a connector among business leaders, wholesalers, advisors, RIAs, custodians, fintech platforms, outsourced insurance desks, and technology partners. The role evaluates market and competitor capabilities, translates advisor and business needs into secure, scalable technology solutions, and guides partner relationships through implementation, testing, adoption, and continuous improvement. By connecting platform capabilities—including CRM, financial planning, proposal, account-opening, data, and integration tools—to business and compliance requirements, the Consultant expands fintech distribution, improves advisor and partner experience, and strengthens wholesaler effectiveness. Solid understanding of the RIA ecosystem, advisor business models, distribution practices, and financial services products, including RIAs, advisory, custodians, broker-dealers, outsourced insurance desks (OIDs), and fintech platforms. Knowledge of advisor technologies, workflows, and integrations, including CRM, financial planning, portfolio reporting, proposal generation, fee billing, document workflow, data feeds, and platform integration technologies. Understanding of emerging technologies, industry trends, and developments impacting the wealth management, advisory, and fintech marketplaces. Experience partnering with business, technology, and external partners to understand business needs, define solutions, support technology-enabled initiatives, and optimize partner capabilities. Strong ability to communicate, present, and translate business information and technical concepts, effectively engage stakeholders and partners. Demonstrated ability to build relationships, lead cross-functional work, manage ambiguity, solve problems, influence outcomes, and deliver results. Core strengths include customer focus, interpersonal effectiveness, relationship building, and drive for results.

It is our intention to fill this role in Columbus, Ohio, however, on occasion, applications from candidates who bring critical industry skills and relevant experience may be considered to work remotely. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Job Description Summary

Our team works to elevate opportunities to expand the reach of our annuity distribution. We’re as much about creating and designing the strategic path forward, using all of the tools and resources we have, as we are about building and growing profitable, sustainable relationships. If you are creative, accountable and motivated to meet and exceed sales goals, we want to hear from you! As a Consultant, you'll manage and improve partnerships with focused Financial Technology (FinTech) platform partners to further maximize sales solutioning and positioning opportunities for the annuity distribution teams.

Job Description Key Responsibilities

• Builds, documents and produces partner overviews, education and partner specific trainings that are partnered with existing product sales materials to improve advisor focused sales and distribution tactics.
• Assists in building and leading the management of the FinTech database used internally for informational access to FinTech partner overviews and capabilities.
• Acts as a subject matter authority in FinTech platform partners to provide information to teams selling Nationwide products across all of Annuity.
• Assists wholesalers and firms with utilizing FinTech solution partners to supplement and improve the sales process.
• Partners with Senior Consultant to onboard, handle and enhance relationships with FinTech partners.
• Assists in the design, implementation and execution of business plans.
• Manages relationships with key partner associates for focused firms, seeking opportunities to work together on trainings, education and elevated capabilities that will enhance sales and distribution.
• Partners internally to build educational and overview materials.
• Attends and presents at selected internal/external engagements to further partner opportunities, educate sales teams or financial professional-facing presentations.
• Partners with Senior Consultant and leadership to build reporting and manage expectations in alignment with the FinTech Platform Strategy.
• May perform other responsibilities as assigned.

Reporting Relationships

Reports to Senior Consultant or Director.

Typical Skills and Experiences

• Education: Undergraduate degree in business administration or related field preferred.
• License/Certification/Designation: FINRA Series 6/7, Series 63/66, life and health insurance required. Advanced designation (CFP, CLU, ChFC) preferred.
• Experience: Five years of sales or business development experience, preferably in the insurance or financial services industry.
• Knowledge, Abilities and Skills: Solid understanding of sales and business development practices and FinTech platforms. Knowledge of insurance and/or financial services products. Strong ability to communicate. Strong ability to understand and analyze business information needs, analyze data requests, and form relationships. Expert presentation and leadership skills. Comfort in the presence of executive leadership. Competencies include customer focus, interpersonal savvy, relationship building, drive for results, optimism, dealing with ambiguity, listening, patience, problem solving, directing others and sales. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values

Regularly and consistently demonstrates Nationwide Values.

Job Conditions

Overtime Eligibility: Exempt (Not eligible) Working Conditions: Normal office environment. 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.

We currently anticipate accepting applications until 09/01/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

• 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.

This position could be filled within any of the lower 48 U.S. states.

The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act, individuals may contact the Smokefree Air Act Helpline at 888-944-2247.

For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

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.

The national salary range for Consultant, FinTech Platforms : $97,000.00-$180,000.00

The expected starting salary range for Consultant, FinTech Platforms : $97,000.00 - $145,000.00

If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range.

Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.