Consultant, Fintech Platforms

About the Role

As an Annuity Consultant, FinTech, you will serve as Nationwide’s subject-matter expert for the Registered Investment Advisor (RIA) and advisory technology ecosystem. This role connects business leaders, wholesalers, advisors, RIAs, custodians, fintech platforms, outsourced insurance desks, and technology partners. You will evaluate market and competitor capabilities, translate advisor and business needs into secure, scalable technology solutions, and guide partner relationships through implementation, testing, adoption, and continuous improvement. By linking platform capabilities—such as CRM, financial planning, proposal, account-opening, data, and integration tools—to business and compliance requirements, you will expand fintech distribution, improve advisor and partner experience, and strengthen wholesaler effectiveness.

Our team works to elevate opportunities to expand the reach of our annuity distribution. We focus on creating and designing the strategic path forward while building and growing profitable, sustainable relationships. If you are creative, accountable, and motivated to meet and exceed sales goals, we want to hear from you.

This role is based in Columbus, Ohio, though exceptional candidates with critical industry skills may be considered for remote work within the lower 48 U.S. states. This position does not qualify for employer-sponsored work authorization, and Nationwide does not participate in the Stem OPT Extension program.

Responsibilities

• Build, document, and produce partner overviews, education, and partner-specific trainings to improve advisor-focused sales and distribution tactics.
• Assist in building and leading the management of the FinTech database used internally for informational access to FinTech partner overviews and capabilities.
• Act as a subject-matter authority on FinTech platform partners to provide information to teams selling Nationwide products across all of Annuity.
• Assist wholesalers and firms with utilizing FinTech solution partners to supplement and improve the sales process.
• Partner with the Senior Consultant to onboard, handle, and enhance relationships with FinTech partners.
• Assist in the design, implementation, and execution of business plans.
• Manage relationships with key partner associates for focused firms, seeking opportunities to collaborate on trainings, education, and elevated capabilities that enhance sales and distribution.
• Partner internally to build educational and overview materials.
• Attend and present at selected internal/external engagements to further partner opportunities, educate sales teams, or deliver financial professional-facing presentations.
• Partner with the Senior Consultant and leadership to build reporting and manage expectations in alignment with the FinTech Platform Strategy.
• Perform other responsibilities as assigned.

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 engaging stakeholders and partners.
• Demonstrated ability to build relationships, lead cross-functional work, manage ambiguity, solve problems, influence outcomes, and deliver results.
• Core strengths in customer focus, interpersonal effectiveness, relationship building, and drive for results.

Qualifications

• Undergraduate degree in business administration or a related field (preferred).
• FINRA Series 6/7, Series 63/66, and life and health insurance licenses (required).
• Advanced designation (CFP, CLU, ChFC) preferred.
• Five years of sales or business development experience, preferably in the insurance or financial services industry.

Skills

• Solid understanding of sales and business development practices and FinTech platforms.
• Knowledge of insurance and/or financial services products.
• Strong ability to communicate and analyze business information needs, as well as form relationships.
• Expert presentation and leadership skills.
• Comfort in the presence of executive leadership.
• Competencies in customer focus, interpersonal savvy, relationship building, drive for results, optimism, dealing with ambiguity, listening, patience, problem solving, directing others, and sales.

Benefits

• Medical, dental, and vision insurance.
• Life insurance and short- and long-term disability coverage.
• Paid time off (minimum of 18 days per full calendar year, pro-rated quarterly based on hire date).
• Nine paid holidays.
• 8 hours of Lifetime paid time off and 8 hours of Unity Day paid time off.
• 401(k) with company match.
• Company-paid pension plan.
• Business casual attire.

Pay

The national salary range for this role is $97,000.00–$180,000.00. The expected starting salary range is $97,000.00–$145,000.00. Placement within this range will be determined by skills, education, training, credentials, experience, scope, complexity, location, and other conditions of employment. Sales incentives based on performance goals may be available in addition to this range.