Talent.com
Tech Director, Advanced Consulting Group

Tech Director, Advanced Consulting Group

NationwideColumbus, OH, US
30+ days ago
Job type
  • Full-time
Job description

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 Summary

    This 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.

    Reports to : AVP, Advanced Consulting Group

    Key Responsibilities :

  • 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.
  • Provide comprehensive consultation to Internal / External Wholesalers, NFN Affiliated Agents, advisors, advisors' clients and third-party professionals.
  • Travel and speak at industry events on advanced concepts that utilize life insurance, annuities, mutual funds, and qualified retirement plans.
  • 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.
  • 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.
  • 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.
  • Drive sales by educating professional decision makers on recent tax and legal changes.
  • Create, implement, and facilitate training on advanced concepts funded with financial products for Internal / External Wholesalers, NFN Affiliated Agents, and advisors.
  • Monitor, research, interpret, apply, and communicate current and anticipated tax, legal, and regulatory changes to Product Development, Marketing, Underwriting, and Business Development.
  • Collaborate with internal business partners to create and implement business plans and strategic initiatives.
  • 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.
  • Identify, analyze, and recommend business opportunities to drive sales for NF distribution sales channels.
  • 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.

    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.

    Create a job alert for this search

    Director Consulting • Columbus, OH, US

    Related jobs
    • Promoted
    Associate Market Clinical Director

    Associate Market Clinical Director

    ChenMed Family of CompaniesColumbus, OH, United States
    Full-time
    The Associate Market Clinical Director will directly supervise, performance manage and train Clinical Directors within in his / her assigned market. The incumbent in this role is accountable for cente...Show moreLast updated: 30+ days ago
    • Promoted
    Client Account Director - Digital Healthcare

    Client Account Director - Digital Healthcare

    WillowTreeColumbus, OH, United States
    Full-time
    Boston, Massachusetts, United States; Charlottesville, Virginia, United States; Columbus, Ohio, United States; Durham, North Carolina, United States. Remote, US.This role will operate remotely (US ...Show moreLast updated: 30+ days ago
    • Promoted
    Maximo Technical Lead

    Maximo Technical Lead

    Omni InclusiveMarysville, OH, United States
    Full-time
    IDP-Maximo integrations using REST APIs, MIF, and middleware platforms.Project specific Responsibilities : .Lead the design and delivery of IDP-Maximo integrations using REST APIs, MIF, and middlewa...Show moreLast updated: 3 days ago
    • Promoted
    Oracle EPM Consulting Director

    Oracle EPM Consulting Director

    PwCColumbus, OH, United States
    Full-time
    At PwC, our people in business application consulting specialise in consulting services for a variety of business applications, helping clients optimise operational efficiency.These individuals ana...Show moreLast updated: 3 days ago
    SDET

    SDET

    WinaxisOH, United States
    Full-time
    Quick Apply
    MsoNoSpacing" style="text-align : justify"> Title : SDET Location : Cincinnati, OH Onsite (Lo...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Travel Echo Technologist

    Travel Echo Technologist

    BesticaLancaster, OH, US
    Full-time
    Bestica is seeking a travel Echo Technologist for a travel job in Lancaster, Ohio.Job Description & Requirements.Associate or Bachelor’s) OR Allied Health degree with on-the-job training\...Show moreLast updated: 15 hours ago
    • Promoted
    Director of Strategic Partnerships

    Director of Strategic Partnerships

    ConfidentialColumbus, OH, United States
    Full-time
    Director of Strategic Partnerships.A pioneering cybersecurity vendor.The Company is looking for a seasoned leader to step into the role of Director of Strategic Partnerships.This crucial position i...Show moreLast updated: 3 days ago
    Divisional Director of Health and Wellness (Director of Nursing)

    Divisional Director of Health and Wellness (Director of Nursing)

    Experience Senior LivingOH, US
    Remote
    Full-time
    Quick Apply
    They are creators, architects, nurses, researchers, programmers, marketers, facilitators, developers, investors, and caregivers, all focused on making a positive impact on the lives of residents, t...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    Senior Vice President, Group Account Director

    Senior Vice President, Group Account Director

    ConfidentialColumbus, OH, United States
    Full-time
    Senior Vice President, Group Account Director.Leading provider of innovative advertising services.The Company is seeking an SVP, Group Account Director to join their dynamic team.The successful can...Show moreLast updated: 18 hours ago
    Clinical Director

    Clinical Director

    HopebridgeDublin, OH, US
    Full-time
    Quick Apply
    The Clinical Director (CD) provides clinical oversight to ABA services within a center, supports a small caseload and provides ongoing structured mentorship to BCBAs in the center.The CD is integra...Show moreLast updated: 3 days ago
    • Promoted
    • New!
    Travel Echo Technologist

    Travel Echo Technologist

    First Connect HealthLancaster, OH, US
    Full-time
    First Connect Health is seeking a travel Echo Technologist for a travel job in Lancaster, Ohio.Job Description & Requirements. Echo Technologist – Lancaster, OH 43130.Monday, Tuesday, Wedn...Show moreLast updated: 15 hours ago
    • Promoted
    • New!
    Product Strategy Director

    Product Strategy Director

    ConfidentialColumbus, OH, United States
    Full-time
    An innovative software product studio dedicated to delivering cutting-edge solutions.Information Technology and Services. The Company is looking for a passionate and experienced Product Strategy Dir...Show moreLast updated: 16 hours ago
    Nation Wide Group is hiring : Technical Director, Line of Business - Risk Managem

    Nation Wide Group is hiring : Technical Director, Line of Business - Risk Managem

    MediabistroColumbus, OH, United States
    Full-time +1
    If you’re passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide’s Pro...Show moreLast updated: 2 days ago
    Client Partner

    Client Partner

    AvomindOH, US
    Remote
    Temporary
    Quick Apply
    Our client is a global market research company that combines an AI-powered insights platform with expert consultancy.On a mission to make the world a little more fact-based, they help companies und...Show moreLast updated: 3 days ago
    • Promoted
    Travel CT Technologist

    Travel CT Technologist

    Trustaff AlliedWashington Court House, OH, US
    Full-time
    Trustaff Allied is seeking a travel CT Technologist for a travel job in Washington Court House, Ohio.Job Description & Requirements. As a CT Tech, you'll capture important diagnostic images ...Show moreLast updated: 30+ days ago
    • Promoted
    Director, Consult Partner - Digital Workplace Services / Financial Industry

    Director, Consult Partner - Digital Workplace Services / Financial Industry

    KyndrylColumbus, OH, United States
    Full-time +1
    At Kyndryl, we design, build, manage and modernize the mission-critical technology systems that the world depends on every day. So why work at Kyndryl? We are always moving forward - always pushing ...Show moreLast updated: 3 days ago
    • Promoted
    Account Director, North America

    Account Director, North America

    EUTELSAT SALondon, OH, United States
    Full-time
    Be part of a new era in communications, transforming connectivity with Eutelsat Group - the world's first GEO-LEO integrated global satellite operator. As a leader in satellite communications, we pr...Show moreLast updated: 3 days ago
    • Promoted
    Travel Echo Technologist

    Travel Echo Technologist

    Sharp Medical StaffingLancaster, OH, US
    Full-time
    Sharp Medical Staffing is seeking a travel Echo Technologist for a travel job in Lancaster, Ohio.Job Description & Requirements. Our client is currently seeking a travel Allied Echo Tech in Lanc...Show moreLast updated: 19 days ago
    Clinical Director

    Clinical Director

    StaffosaurusGahanna, Ohio, United States
    Full-time
    Quick Apply
    Our organization is committed to making a positive impact on the lives of individuals facing mental health and substance use challenges. As a leader in the healthcare industry, we strive to create a...Show moreLast updated: 3 days ago
    • Promoted
    Regional Director of Clinical Partnerships - Ohio Region

    Regional Director of Clinical Partnerships - Ohio Region

    Pasadena Villa Psychiatric Treatment NetworkColumbus, Ohio Metropolitan Area, United States
    Full-time
    Why You Will Love Working With Us!.At Pasadena Villa, we are a dynamic, dedicated, and growing team of professionals deeply passionate about providing evidence-based and personalized clinical care ...Show moreLast updated: 2 days ago