Sr. Consultant, FinTech

3 days ago

Columbus, OH, United States NBMBAA INC Full-time

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care. The role serves as Nationwide’s subject-matter expert on the annuity advisor ecosystem, with a focus on the Registered Investment Advisor (RIA) and their technology ecosystem, while connecting 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 Sr. Consultant expands FinTech distribution, improves advisor and partner experience, and strengthens wholesaler effectiveness. 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. 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 may be considered to work remotely . This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Job Description
Summary Our team works to elevate opportunities to expand the reach of our annuity distribution. We’re as much about creating and designing the strategic path forward, using all of the tools and resources we have, as we are about 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 As a Senior Consultant, you’ll identify potential new firms for Financial Technology (FinTech) distribution and integration opportunities. You’ll develop and present business cases for new opportunities and partner with leadership to create a strategic distribution strategy for the FinTech market.

Job Description

Key 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 corres