FinTech Platforms Consultant — Remote-Eligible

Socket.dev; Columbus (OH); Hybrid; USD 97,000 - 180,000; Full time

Benefits offered by this job

Medical/Dental/Vision

Life Insurance

Disability Insurance

Paid Time Off

9 holidays

401(k) with company match

Pension plan

Business casual attire

Job summary

Nationwide Financial seeks an Annuity Consultant, FinTech, to be the subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem, connecting business leaders, wholesalers, RIAs, custodians, fintech platforms, and partners.

The role evaluates market needs, translates advisor requirements into secure, scalable technology solutions, and guides implementation, testing, adoption, and continuous improvement to expand fintech distribution and strengthen

Qualifications

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

Responsibilities

• Builds partner overviews, education and trainings with sales materials.
• Manage FinTech database for partner capabilities and information.
• Onboard and enhance relationships with FinTech partners and design business plans.
• Manage relationships with partner firms for trainings and education.
• Create educational materials and present at internal/external engagements.
• Assist in reporting and align with FinTech Platform Strategy.

Skills

RIA ecosystem

advisor technologies

communication skills

relationship building

lead cross-functional teams

problem solving

drive for results

Education

Undergraduate degree in business administration or related field

Job description

Nationwide Financial seeks an Annuity Consultant, FinTech, to be the subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem, connecting business leaders, wholesalers, RIAs, custodians, fintech platforms, and partners.

The role evaluates market needs, translates advisor requirements into secure, scalable technology solutions, and guides implementation, testing, adoption, and continuous improvement to expand fintech distribution and strengthen