As an Annuity Consultant, FinTech, the role serves as Nationwide’s subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem and 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.
• 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.
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