Sr. Consultant, FinTech (Annuity)

Nationwide Mutual Insurance•Columbus, OH

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 role identifies potential new firms for Financial Technology distribution and integration opportunities, develops and presents business cases, and partners with leadership to create a strategic distribution strategy for the FinTech market. It maintains relationships with key decision makers, works with partner platforms to optimize solutions, and leads analysis and planning to improve current partnerships, functionality, and sales. The position also manages up to two associates and fulfills registered principal duties by supervising registered representatives and monitoring their correspondence. The position is intended to be filled in Columbus, Ohio, though candidates with critical industry skills and relevant experience may occasionally be considered for remote work. It may be filled within any of the lower 48 U.S. states. The role does not qualify for employer-sponsored work authorization, and Nationwide does not participate in the STEM OPT Extension program. This is an exempt position and is not eligible for overtime. The work environment is a normal office environment.

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 ability to communicate, understand and analyze business information needs, analyze data requests, and develop relationships.
Expert presentation and leadership skills, and comfort engaging with executive leadership.
Demonstrated strengths in customer focus, interpersonal effectiveness, relationship building, drive for results, optimism, dealing with ambiguity, listening, patience, problem solving, directing others, and sales.
Regularly and consistently demonstrate Nationwide Values.

Nice To Haves

Undergraduate degree in business administration or a related field.
Advanced designation such as CFP, CLU, or ChFC.
Experience in the insurance or financial services industry.
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 business needs, define solutions, support technology-enabled initiatives, and optimize partner capabilities.

Responsibilities

Identify new distribution and integration opportunities.
Maintain relationships with key decision makers at firms and FinTech companies.
Manage communications, resolve conflicts, and ensure compliance with contractual agreements within the assigned target market.
Work with partner platforms to determine how to optimize solutions.
Work with leadership to implement a strategy for wholesalers to use key solutions.
Partner with leadership to build a strategic distribution plan for the FinTech market.
Lead analysis and document current partners and existing functionalities; develop plans to improve efforts, partnerships, and sales through key partners.
Partner internally to align around partner vision, build 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, with newly hired associates receiving 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