Tech Director, Advanced Consulting Group

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk. At Nationwide®, “on your side” goes beyond just words. Our customers are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Join Our Team as a Technical Director, Advanced Consulting Group!

Are you ready to shape the future of retirement planning within Nationwide Enterprise? We’re looking for a visionary leader to drive our initiatives forward.

About the Role: As the Technical Director, Advanced Consulting Group, you'll be at the forefront of helping working Americans prepare for and live in retirement. Your expertise in the Internal Revenue Code (IRC) and the Employee Retirement Income Security Act (ERISA) will help financial professionals help their Plan Sponsor clients bring creative savings opportunities to their employees. Your experience and expertise in qualified retirement plans, employee benefits, and distribution strategies will be crucial in guiding our strategy.

This hybrid position is based in Columbus, OH. Candidates located near a Nationwide campus will collaborate in office 3 days per week and enjoy the flexibility of remote work the remaining days. Current Nationwide Remote Associates will also be considered.

What We're Looking For:

Expertise: Deep knowledge in ERISA, Department of Labor (DOL) initiatives, and the IRC including legislative monitoring, qualified retirement plan design, qualified retirement plan compliance, plan operations and function, and fiduciary governance.

Qualifications: SIE & Series 6 is required within 120 days of hire; A JD is required; CPA is a plus.

Travel: Frequent travel is required to engage with clients, attend industry functions, and represent Nationwide at various forums.

Leadership Acumen: Demonstrated ability to be part of a cross functional team that can contribute to strategic visioning with a results-oriented mindset

Your Mission:

Drive Sales: Propel the sales of life insurance, annuity, mutual fund, and retirement plans through all distribution channels.

Consultative Excellence: Provide top-notch consulting services, offering strategic consultation in tax, legal, and technical areas.

Industry Leadership: Represent Nationwide at industry forums such as ASPPA, NAPA, PSCA, ARA, EBRI, NACo, NIPA, and NTSA.

Engagement: Speak at firm, broker/dealer, and industry functions, showcasing your expertise and Nationwide's position.

Content development: Ability to create educational white papers, PowerPoint presentations, and other sales collateral on advanced planning concepts.

Join us at Nationwide and be a part of a team that shapes the future for working Americans. Apply today and take the next step in your career journey with us!

Compensation Grade: H.SD150

#LI-CB1

Job Description SummaryThis position will support business planning initiatives within Nationwide Enterprise.

Will require expertise and experience in business planning, business organizations, business taxation, employee/executive benefits, and business succession planning.

A JD is required. CPA a plus.

Position could be filled at a Consultant or Director level depending on the experience of the selected candidate.

JOB SUMMARY: Drive sales of life insurance, annuity, mutual fund, and retirement plans through all distribution channels by providing comprehensive consulting services. Provide consultative sales strategies in tax, legal, and technical areas to all distribution sales channels and internal partners in the areas of business planning, estate planning, qualified plans and IRA and annuity strategies. Speak at firm, broker/dealer and industry functions. Represent Nationwide's position in industry forums such as AALU, LIMRA, ASPPA, NAIFA, NAILBA, and SFSP.

Job Description

Reports to: AVP, Advanced Consulting Group

Key Responsibilities:

1. Direct case design by providing comprehensive tax and technical support around advanced concepts such as business planning, estate planning, qualified retirement plans and IRA and annuity strategies to be funded with financial products.

2. Provide comprehensive consultation to Internal/External Wholesalers, NFN Affiliated Agents, advisors, advisors’ clients and third-party professionals.

3. Travel and speak at industry events on advanced concepts that utilize life insurance, annuities, mutual funds, and qualified retirement plans.

4. Create, consult on, and review sales collateral on the use of financial products utilized in business planning, estate planning, qualified retirement plans and IRA and annuity strategies.

5. Partner and collaborate with NF Marketing to provide a strategic approach to the development of sales and marketing campaigns for all NF distribution sales channels.

6. Author and publish tax and sales related articles, white papers and sales ideas on complex financial product applications for use in business planning, estate planning, qualified retirement plans, and IRA and annuity strategies.

7. Drive sales by educating professional decision makers on recent tax and legal changes.

8. Create, implement, and facilitate training on advanced concepts funded with financial products for Internal/External Wholesalers, NFN Affiliated Agents, and advisors.

9. Monitor, research, interpret, apply, and communicate current and anticipated tax, legal, and regulatory changes to Product Development, Marketing, Underwriting, and Business Development.

10. Collaborate with internal business partners to create and implement business plans and strategic initiatives.

11. Provide a source of credibility through expertise and reputation in the industry to Internal/External Wholesalers, NFN Affiliated Agents, and advisors as they establish their own credibility with clients.

12. Identify, analyze, and recommend business opportunities to drive sales for NF distribution sales channels.

13. Perform other duties as assigned.

JOB REQUIREMENTS:

Education/Knowledge: Juris Doctor (JD) and/or Certified Public Accountant (CPA) preferred. Studies in business, communication or marketing preferred. Knowledge of business law, tax, accounting, sales, or financial planning required. NASD Series 6 or 7 license required. CLU or ChFC designations preferred.

Experience: Eight to ten years related experience in a combination of Law Practice, Accounting, or Financial Planning/Sales.

Skills: Must have strong public speaking skills, persuasive writing skills, and the ability to work both independently and in a team environment.

Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.Staffing Exceptions to the above minimum job requirements must be approved by:

JOB CONDITIONS:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. Significant travel is required, approximately ranging 20 – 70%. Non-standard or extended work may be required based on project needs.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

Job Evaluation Activity: CB 6/12

Benefits

We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated 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, and more. To learn more about the benefits we offer, click here.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

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