Sr. Consultant, FinTech (Annuity)
About The Position
The Senior Consultant serves as Nationwide’s subject-matter expert on the annuity advisor ecosystem, with a focus on Registered Investment Advisors (RIAs) and their technology ecosystem. The role connects business leaders, wholesalers, advisors, RIAs, custodians, FinTech platforms, outsourced insurance desks, and technology partners. It 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. The role connects platform capabilities—including CRM, financial planning, proposal, account-opening, data, and integration tools—to business and compliance requirements to expand FinTech distribution, improve advisor and partner experience, and strengthen wholesaler effectiveness. The Senior Consultant identifies potential firms for FinTech distribution and integration, develops and presents business cases, and partners with leadership to create a strategic distribution strategy for the FinTech market. The role builds profitable, sustainable relationships and contributes to planning and execution that expands annuity distribution. The position reports to the Associate Vice President, Annuity Distribution and leads up to two associates. It is intended to be based in Columbus, Ohio, though candidates with critical industry skills and relevant experience may occasionally be considered for remote work. The role operates in a normal office environment and is exempt from overtime eligibility.
Requirements
- Nine years of sales or business development experience, preferably in insurance or financial services.
- FINRA Series 6 or 7, Series 24 or 26, Series 63 or 66, and life and health insurance licenses are required.
- Expert knowledge of sales and business development practices and FinTech platforms.
- Knowledge of insurance and/or financial services products.
- Strong communication skills and ability to understand and analyze business information needs, analyze data requests, and develop relationships.
- Expert presentation and leadership skills, including comfort engaging with executive leadership.
- Ability to build relationships, lead cross-functional work, manage ambiguity, solve problems, influence outcomes, and deliver results.
- Demonstrated customer focus, interpersonal effectiveness, relationship building, drive for results, optimism, listening, patience, and ability to direct others and sell.
- Strong understanding of advisor business models, distribution practices, and financial services products, including RIAs, advisory, custodians, broker-dealers, outsourced insurance desks, 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 affecting wealth management, advisory, and FinTech marketplaces.
- Experience partnering with business, technology, and external partners to understand needs, define solutions, support technology-enabled initiatives, and optimize partner capabilities.
- Ability to communicate and present business information and technical concepts effectively and engage stakeholders and partners.
- Regularly and consistently demonstrate Nationwide Values.
- This role does not qualify for employer-sponsored work authorization; Nationwide does not participate in the STEM OPT Extension program.
Nice To Haves
- Undergraduate degree in business administration or a related field.
- Advanced designation such as CFP, CLU, or ChFC.
Responsibilities
- Identify new distribution and integration opportunities.
- Maintain relationships with key decision makers at firms; manage communications, conflict resolution, and compliance with contractual agreements in the assigned target market.
- Build relationships with key decision makers at FinTech companies and work with partner platforms to optimize solutions.
- Work with leadership to implement a strategy for wholesalers to use key solutions.
- Partner with leadership to build the FinTech market distribution strategic plan.
- Lead analysis and documentation of current partners and existing functionalities, and develop plans to improve efforts, partnerships, and sales through key partners.
- Partner internally to align on partner vision, develop opportunities across product lines or sales teams where possible, and resolve issues that could prevent partnerships with key FinTech platforms.
- Manage associates, including performance, salary planning and administration, training and development, workflow planning, hiring and placement, and disciplinary actions; provide coaching and feedback.
- Demonstrate leadership and manage performance according to Nationwide standards.
- Fulfill registered principal duties by supervising registered representatives and monitoring their correspondence.
- Perform other responsibilities as assigned.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Short- and long-term disability coverage
- Paid time off: newly hired associates receive a minimum of 18 days per full calendar year, prorated quarterly based on hire date
- Nine paid holidays
- Eight hours of Lifetime paid time off
- Eight hours of Unity Day paid time off
- 401(k) with company match
- Company-paid pension plan
- Business casual attire
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
