Consultant, Fintech Platforms

Nationwide Mutual Insurance•Columbus, OH

4d•Remote

About The Position

This role serves as Nationwide’s subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem. The Consultant acts 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. The team works to elevate opportunities to expand the reach of our annuity distribution, focusing on creating and designing the strategic path forward, using all available tools and resources, as well as building and growing profitable, sustainable relationships. 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.

Requirements

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.
Undergraduate degree in business administration or related field preferred.
FINRA Series 6/7, Series 63/66, life and health insurance required.
Five years of sales or business development experience, preferably in the insurance or financial services industry.
Solid understanding of sales and business development practices and FinTech platforms.
Knowledge of insurance and/or financial services products.
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.

Nice To Haves

Advanced designation (CFP, CLU, ChFC) preferred.

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.