Sr. Consultant, FinTech (Annuity)

Nationwide; Columbus (OH); Híbrido; USD 122.000 - 214.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical/dental/vision benefits

Life insurance

Short and long-term disability

Paid time off (18 days)

Nine holidays

401(k) with company match

Pension plan

Casual attire

Descripción de la vacante

Nationwide is seeking a Sr. Consultant, FinTech Platforms in Columbus, OH to serve as the subject-matter expert for the annuity advisor ecosystem, focusing on RIAs and technology partners. You will connect CRM, planning, and data tools to business needs, expanding distribution and strengthening wholesaler effectiveness.

The role demands leadership, strategic thinking, and collaboration with business and technology partners to deliver compliant, scalable solutions.

Formación

• Nine years of sales or business development experience, preferably in the insurance or financial services industry.
• FINRA Series 6/7, Series 24/26, Series 63/66, life and health insurance required. Advanced designation (CFP, CLU, ChFC) preferred.
• Bachelor's degree in business administration or related field preferred.
• Expert knowledge of sales and business development practices and FinTech platforms.
• Strong ability to communicate and present, engage stakeholders and partners.
• Ability to analyze business information needs, build relationships, and lead cross-functional teams.
• Competencies include customer focus, relationship building, and drive for results.

Responsabilidades

• Identifies new distribution and integration opportunities. Maintains relationships with key decision makers at firms and ensures communications, conflict resolution, and compliance within the assigned target market.
• Builds relationships with key decision makers at FinTech companies and works with partner platforms to optimize solutions.
• Partners with leadership to build a distribution strategic plan for the FinTech market and leads execution of analyses and documentation of partners.
• Aligns partner vision across product lines and sales teams, resolving issues to enable partnerships.
• Oversees associates, including performance, salary planning, coaching, and development, with leadership oversight.
• Fulfills registered principal duties by supervising registered reps and monitoring their correspondence.

Conocimientos

Advisor business models

FinTech platforms knowledge

Emerging tech trends

Partner relationship mgmt

Communication skills

Leadership & coaching

Customer focus

Educación

Undergraduate degree in business administration

Herramientas

CRM systems

Financial planning software

Proposal generation tools

Data integration tools

Descripción del empleo

Job Conditions

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 role serves as Nationwide’s subject-matter expert on the annuity advisor ecosystem, with a focus on the Registered Investment Advisor (RIA) and their technology ecosystem, while connecting 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 Sr. Consultant expands FinTech distribution, improves advisor and partner experience, and strengthens wholesaler effectiveness.

• Strong understanding of the 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 Senior Consultant, you'll identify potential new firms for Financial Technology (FinTech) distribution and integration opportunities. You'll develop and present business cases for new opportunities and partner with leadership to create a strategic distribution strategy for the FinTech market.

Job Description

Key Responsibilities:

• Identifies new distribution and integration opportunities. Maintains relationships with key decision makers at firms. Responsible for all communications, conflict resolution, and compliance with contractual agreements within assigned target market.


• Builds relationships with key decision makers at FinTech companies. Works with partner platforms to determine how to optimize solutions. Works with leadership to implement a strategy for wholesalers to use key solutions.


• Partners with leadership to build distribution strategic plan for FinTech market. Leads execution of analysis, documentation of all current partners, existing functionalities and crafts plan for improving efforts, partnerships and sales through key partners.


• Partners internally to align around partner vision, build opportunities across product lines and/or sales teams, where possible, and to resolve issues that would prevent Nationwide from partnering with key FinTech platforms.


• Manges associates, including performance, salary planning and administration, training and development, workflow planning, hiring and placement and disciplinary actions. Provides coaching and feedback. Demonstrates outstanding leadership and manages performance according to Nationwide standards.


• Fulfills registered principal duties by supervising registered reps and monitoring their correspondence.

May Perform Other Responsibilities As Assigned.

Reporting Relationships: Reports to Associate Vice President, Annuity Distribution. Leads up to two associates.

Typical Skills And Experiences

Education: Undergraduate degree in business administration or related field preferred.

License/Certification/Designation: FINRA Series 6/7, Series 24/26, Series 63/66, life and health insurance required. Advanced designation (CFP, CLU, ChFC) preferred.

Experience: Nine years of sales or business development experience, preferably in the insurance or financial services industry.

Knowledge, Abilities and Skills: Expert knowledge 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 develop 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 the 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 10/29/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Benefits

We have an array of benefits to fit your needs, including: 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.

Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company, its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. 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

Note To Employment Agencies

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. 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.

The national salary range for Sr Consultant, FinTech Platforms : $122,000.00-$214,000.00

The expected starting salary range for Sr Consultant, FinTech Platforms : $122,000.00 - $182,000.00