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

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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.

Job Description

Reports to: AVP, Advanced Consulting Group

Key Responsibilities:

1. Direct case design by providing comprehens