Note: The job is a remote job and is open to candidates in USA. Nationwide is hiring a Senior Consultant to expand annuity distribution through FinTech opportunities and integrations. The role develops strategic plans and business cases, builds and manages partner relationships, optimizes platform solutions, and supports wholesalers and cross-functional teams.
Responsibilities
- Identifies new distribution and integration opportunities. Maintains relationships with key decision makers at firms. Responsible for all communications, conflict resolution, and compliance with contractual agreements within assigned target market
- Builds relationships with key decision makers at FinTech companies. Works with partner platforms to determine how to optimize solutions. Works with leadership to implement a strategy for wholesalers to use key solutions
- Partners with leadership to build distribution strategic plan for FinTech market. Leads execution of analysis, documentation of all current partners, existing functionalities and crafts plan for improving efforts, partnerships and sales through key partners
- Partners internally to align around partner vision, build opportunities across product lines and/or sales teams, where possible, and to resolve issues that would prevent Nationwide from partnering with key FinTech platforms
- Manges associates, including performance, salary planning and administration, training and development, workflow planning, hiring and placement and disciplinary actions. Provides coaching and feedback. Demonstrates outstanding leadership and manages performance according to Nationwide standards
- Fulfills registered principal duties by supervising registered reps and monitoring their correspondence
- May perform other responsibilities as assigned
Skills
- Strong understanding of the 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
- FINRA Series 6/7, Series 24/26, Series 63/66, life and health insurance
- Nine years of sales or business development experience
- Expert knowledge of sales and business development practices and FinTech platforms
- Knowledge of insurance and/or financial services products
- Strong ability to communicate
- Strong ability to understand and analyze business information needs, analyze data requests, and develop 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
- This role does not qualify for employer-sponsored work authorization
- Nationwide does not participate in the Stem OPT Extension program
- Undergraduate degree in business administration or related field
- Advanced designation (CFP, CLU, ChFC)
- Preferably in the insurance or financial services industry
Benefits
- Medical, dental, and vision coverage
- 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
- 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
- On occasion, candidates with critical industry skills and relevant experience may be considered to work remotely
Company Overview