Technical Director, Advanced Consulting Group (Retirement)

Nationwide Mutual Insurance Company; Columbus (OH); Hybrid; USD 138,000 - 243,000; Full time

Benefits offered by this job

medical/dental/vision

life insurance

pension plan

401(k) with company match

paid time off

Job summary

Nationwide Mutual Insurance Company is seeking a Technical Director for the Advanced Consulting Group. This fully remote role includes travel to client sites and collaboration with Nationwide campuses up to 3 days per week in-office.

You’ll lead consulting on ERISA, IRC and fiduciary governance while driving cross-channel sales of retirement products. This senior role requires JD/CPA preferred, SIE & Series 6 within 120 days, and 8–10 years in law, accounting, or financial planning/sales.

Qualifications

• Eight to 10 years of related experience in law, accounting or financial planning/sales.
• SIE & Series 6 required within 120 days of hire; JD strongly desired; CPA a plus.
• Experience with qualified retirement plans, employee benefits and distribution strategies.

Responsibilities

• Drive sales of life insurance, annuity, mutual funds and retirement plans through all distribution channels.
• Provide consultative services across tax, legal and technical areas.
• Represent Nationwide at industry forums and speak at firm, broker/dealer and industry functions.
• Create educational white papers and sales collateral on advanced planning concepts.
• Collaborate with internal partners to develop strategic sales and marketing campaigns.

Skills

ERISA expertise

DOL initiatives

IRC knowledge

fiduciary governance

public speaking

cross-functional leadership

Education

Juris Doctor (JD)

Certified Public Accountant (CPA)

Tools

FINRA Series 6/7

CLU/ChFC designations

Job description

About the Role

As the Technical Director, Advanced Consulting Group, you'll be at the forefront of helping working Americans prepare for and live in retirement. Your expertise in the Internal Revenue Code (IRC) and the Employee Retirement Income Security Act (ERISA) will help financial professionals help their Plan Sponsor clients bring creative savings opportunities to their employees. Your experience and expertise in qualified retirement plans, employee benefits, and distribution strategies will be crucial in guiding our strategy. 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 week.

What We're Looking For

Expertise: Deep knowledge in ERISA, Department of Labor (DOL) initiatives, and the IRC including legislative monitoring, qualified retirement plan design, qualified retirement plan compliance, plan operations and function, and fiduciary governance.

Qualifications: SIE & Series 6 is required within 120 days of hire; A JD is strongly desired; CPA is a plus.

Travel: Frequent travel is required to engage with clients, attend industry functions, and represent Nationwide at various forums.

Leadership Acumen: Demonstrated ability to be part of a cross functional team that can contribute to strategic visioning with a results-oriented mindset.

Your Mission

Drive Sales: Propel the sales of life insurance, annuity, mutual fund, and retirement plans through all distribution channels.

Consultative Excellence: Provide top-notch consulting services, offering strategic consultation in tax, legal, and technical areas.

Industry Leadership: Represent Nationwide at industry forums such as ASPPA, NAPA, PSCA, ARA, EBRI, NACo, NIPA, and NTSA.

Engagement: Speak at firm, broker/dealer, and industry functions, showcasing your expertise and Nationwide's position.

Content development: Ability to create educational white papers, PowerPoint presentations, and other sales collateral on advanced planning concepts.

This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

Job Description Summary

If you are a natural relationship builder, who loves working with customers, financial professionals, and organizations to provide solutions, we want to know more about you! As a Technical Director, you'll drive sales of life insurance, annuity, mutual fund and retirement plans through all distribution channels by providing comprehensive consulting services. You will provide consultative sales strategies in tax, legal and technical areas to all distribution sales channels and internal partners in the areas of business planning, estate planning, qualified plans and annuity strategies.

You'll present at firm, broker-dealer and industry functions and represent Nationwide's position in industry forums.

Job Description Key Responsibilities

Directs case design by providing comprehensive tax and technical support around sophisticated concepts such as business planning, estate planning, qualified retirement plans and annuity strategies to be funded with financial products.

Provides comprehensive consultation to wholesalers, financial professionals and their clients and third-party professionals.

Travels and speaks at industry events on sophisticated concepts impacting life insurance, annuities, mutual funds and qualified retirement plans.

Builds, advises and reviews sales collateral on the use of financial products used in business planning, estate planning, qualified retirement plans and annuity strategies.

Partners and collaborates with Marketing to provide a strategic approach to the development of sales and marketing campaigns for all Nationwide Financial sales channels.

Authors and publishes tax and sales related articles, white papers and sales ideas on sophisticated financial product applications for use in business planning, estate planning, qualified retirement plans and annuity strategies.

Drives sales by educating professional decision makers on recent tax and legal changes.

Crafts, implements and facilitates training on sophisticated concepts funded with financial products for Wholesalers and advisors.

Monitors, researches, interprets, applies and communicates current and anticipated legal, tax and regulatory changes to Product Development, Marketing, Underwriting and Business Development.

Collaborates with internal business partners to build and implement business plans and critical initiatives.

Provides a source of credibility through expertise and reputation in the industry to internal/external wholesalers and financial professionals as they establish their own credibility with clients.

May perform other responsibilities as assigned.

Reporting Relationship

Reports to Director or Officer.

Typical Skills and Experiences

Education: Juris Doctor and/or Certified Public Accountant preferred. Studies in business, communication or marketing preferred.

License/Certification/Designation: FINRA Series 6 or 7 license required. CLU or ChFC designations preferred.

Experience: Eight to 10 years of related experience in a combination of law, accounting or financial planning/sales.

Knowledge, Abilities and Skills: Strong public speaking skills, persuasive writing skills and the ability to work both independent and in a team environment. Proven knowledge of business law, tax, accounting, sales or financial planning.

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 Human Resources Business Partner.

Values

Regularly and consistently demonstrates Nationwide Values.

Job Conditions

Overtime Eligibility: Not Eligible (Exempt). Working Conditions: Normal office environment. Significant (20% - 70%) travel is required. Non-standard or extended work may be required based on project needs.

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

Equal Opportunity

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.

Employment Conditions

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

Hiring Information

We currently anticipate accepting applications until 10/11/2026. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.

Compensation

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 Technical Director, Advanced Consulting Group : $138,000.00-$243,000.00

The expected starting salary range for Technical Director, Advanced Consulting Group : $138,000.00 - $206,000.00

Equal Opportunity (Duplicate)

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.