Nationwide

1 month ago

Technical Director, Advanced Consulting Group (Retirement)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Lead high-impact retirement planning initiatives by applying deep ERISA/IRC expertise to guide financial professionals and clients. Remote role with travel to engage with industry forums; collaborate cross-functionally to drive sales of retirement products and educate stakeholders through strategic content and presentations.

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Director level

Key Responsibilities

•Directs case design by providing comprehensive tax and technical support around sophisticated concepts such as business planning, estate planning, qualified retirement plans and annuity strategies to be funded with financial products.
•Provides comprehensive consultation to wholesalers, financial professionals and their clients and third-party professionals.
•Travels and speaks at industry events on sophisticated concepts impacting life insurance, annuities, mutual funds and qualified retirement plans.
•Builds, advises and reviews sales collateral on the use of financial products used in business planning, estate planning, qualified retirement plans and annuity strategies.
•Partners and collaborates with Marketing to provide a strategic approach to the development of sales and marketing campaigns for all Nationwide Financial sales channels.

Travel: High travel

Pay and Benefits

Salary: 122,000 - 214,000 annually

Perks:Health InsuranceDentalLife InsurancePension401kDisabilityPaid LeaveRetirementWellness Stipend

Key Requirements

•SIE and Series 6 required within 120 days of hire
•Juris Doctor (JD) required
•CPA is a plus
•Deep knowledge of ERISA, DOL initiatives, and IRC
•Willingness to travel frequently

Experience:Financial servicesRetirement planning

Education:Professional (JD, MD, etc.)

Skills:Public speakingWritingTeamworkPresentationNegotiation

Certifications:FINRA Series 6CLUChFCCPA

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Nationwide

Nationwide is a mutual insurance and financial services company offering auto, home, life insurance, retirement planning, investments, and banking products for individuals and businesses across the United States.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Columbus, United States

Founded: 1926

Glassdoor: 3.6

Website LinkedIn

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Nationwide

1 month ago

Technical Director, Advanced Consulting Group (Retirement)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Director level

Key Responsibilities

•Directs case design by providing comprehensive tax and technical support around sophisticated concepts such as business planning, estate planning, qualified retirement plans and annuity strategies to be funded with financial products.
•Provides comprehensive consultation to wholesalers, financial professionals and their clients and third-party professionals.
•Travels and speaks at industry events on sophisticated concepts impacting life insurance, annuities, mutual funds and qualified retirement plans.
•Builds, advises and reviews sales collateral on the use of financial products used in business planning, estate planning, qualified retirement plans and annuity strategies.
•Partners and collaborates with Marketing to provide a strategic approach to the development of sales and marketing campaigns for all Nationwide Financial sales channels.

Travel: High travel

Pay and Benefits

Salary: 122,000 - 214,000 annually

Perks:Health InsuranceDentalLife InsurancePension401kDisabilityPaid LeaveRetirementWellness Stipend

Key Requirements

•SIE and Series 6 required within 120 days of hire
•Juris Doctor (JD) required
•CPA is a plus
•Deep knowledge of ERISA, DOL initiatives, and IRC
•Willingness to travel frequently

Experience:Financial servicesRetirement planning

Education:Professional (JD, MD, etc.)

Skills:Public speakingWritingTeamworkPresentationNegotiation

Certifications:FINRA Series 6CLUChFCCPA

Languages:English

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Nationwide

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Established Company

Headquarters: Columbus, United States

Founded: 1926

Glassdoor: 3.6

Website LinkedIn