Sr Dir, Adv Consulting Group (Life Focused ACG)
Columbus, OH - USA
Job Summary
Lead the future of advanced life planning.
This is a rare opportunity to shape strategy elevate talent and influence some of the most complex and highimpact life insurance cases across our distribution ecosystem. As Senior Director of the LifeFocused Advanced Consulting Group (ACG) you will sit at the intersection of strategy technical excellence and thought leadershipdriving outcomes for financial professionals and their clients while building a bestinclass consulting organization.
What Youll Do
As a senior leader and trusted expert you will:
- Lead Life ACG strategy and execution setting priorities and direction across all Life distribution channels to ensure alignment consistency and maximum impact.
- Serve as the senior escalation point for complex highvalue life cases delivering consultative case design and product positioning support to financial professionals wholesalers and key accounts.
- Act as the primary senior liaison to Life distribution overseeing and refining the Life interaction modelincluding intake triage delivery and ongoing relationship managementto create seamless highquality partner experiences.
- Champion advanced education and thought leadership delivering mainstage presentations and CE/CPEeligible content and partnering with Marketing and Sales to author and deploy highimpact advanced sales plays and marketing assets.
- Own performance governance and risk across Life ACG activity by defining and tracking key metrics strengthening controls and continuously improving processes.
- Attract develop and inspire technical talent modeling a collaborative inclusive culture while mentoring emerging experts and future leaders.
- Embrace technology data and AIenabled tools to modernize advanced casework generate sharper insights and elevate the advanced planning experience for internal partners and clients.
What Were Looking For
Were seeking a strategic credible and forwardthinking leader who brings:
- Deep expertise in advanced life insurance planning including experience with complex highnetworth or institutional cases.
- Proven leadership at scale with success building leading and evolving highperforming consulting or advanced sales teams.
- Strong influence and executive presence able to partner with senior distribution leaders key accounts and external financial professionals.
- Thought leadership and teaching excellence with experience presenting advanced concepts to diverse audiences and translating complexity into clear compelling guidance.
- A builders mindset comfortable shaping strategy defining operating models and improving processes in a dynamic environment.
- Curiosity and adaptability with enthusiasm for leveraging data technology and AI to enhance decisionmaking and client outcomes.
- A collaborative peoplefirst approach grounded in integrity inclusion and a commitment to developing others.
FINRA Series 6 and 26 is required within 120 days of hire.
This is a fully remote position! However candidates located in Central Ohio will collaborate in office 3 day a week.
Job Description Summary
If you are a natural relationship-builder who loves working with customers financial professionals and organizations to provide solutions we want to know more about you!As a Senior Director youll drive overall strategy and day-to-day leadership of the different Advanced Consulting Group (ACG) business teams respectively - Annuity Life and Retirement Solutions. You will develop and direct strategy for the Advanced Sales department to serve multiple sales channels by crafting and maintaining critical relationships both inside and outside Nationwide. Youll lead a team of highly credentialed and experienced consultants who are responsible for driving sales of all Nationwides financial products.
Job Description
Key Responsibilities:
Supervises execution and delivery of commitments and performance levels of team. Oversees and ensures service standards. Administers the performance management process for team including goal setting development plans performance discussions and ongoing coaching. Evaluates and administers salary and merit reviews.
Serves as the primary liaison to sales leadership and business channels. Responsible for assisting in strategy development implementation and determining the ACG support needs of the various sales channels and business areas.
Provides comprehensive consultation and case design to advisers agents firms and wholesalers.
Travels and speaks at events on sophisticated concepts related to life insurance annuities mutual funds and retirement plans.
Leads the development of marketing sales and technical materials to increase advanced marketing sales. Facilitates the due diligence and compliance process for all advanced sales marketing concepts. Acts as liaison with Compliance and General Counsel to introduce new marketing concepts to the market to gain as much market share as possible.
Authors and publishes tax and sales related articles position papers sales ideas and presentations on sophisticated financial product applications for use in business planning estate planning retirement accumulation planning and retirement income planning.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Associate Vice President Advanced Consulting Group. Leads a team of three to four Directors.
Typical Skills and Experiences:
Education: Bachelors degree; Juris Doctorate with areas of focus in tax and estate planning and/or business planning.
Certification/Licenses: FINRA Series 24/26 license required. CPA CLU CHFC preferred.
Experience: Typically eight to 10 years of industry experience.
Knowledge Abilities and Skills: Proven ability to lead highly credentialed high- performing team and experience dealing with sophisticated tax and regulatory issues and understanding sales distribution. Collaborates effectively across functions and sales channels to build positive relationships. Confirmed leadership skills needed to set direction for consulting teams and delivering effective implementation for business partners. Optimally and persuasively communicates both one-on-one and with large groups highly sophisticated and technical materials in an understandable and applicable manner in writing and in person. Applies an understanding and effectiveness in navigating the political structure of the organization.
Other criteria including leadership skills competencies and experiences may take precedence.
Staffing exceptions to the above must be approved by the hiring managers leader and Human Resources Business Partner.
Values:Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not eligible)
Working Conditions: Normal office environment. Frequent travel within assigned region. Most leaders work from a remote location such as an office out of their home. A valid drivers license and safe driving record may be required.
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.
We currently anticipate accepting applications until 07/05/2026. However we encourage early submissions as the posting may close sooner if a strong candidate slate is identified before the deadline.Benefits
We have an array of benefits to fit your needs including: medical/dental/vision life insurance short and long term disability coveragepaid 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.
This position could be filled within any of the lower 48 U.S. states.Smoke-Free Iowa Statement: Nationwide Mutual Insurance Company its affiliates and subsidiaries comply with the Iowa Smokefree Air Act. Smoking is prohibited in all enclosed areas on or around company premises as well as company issued vehicles. The company offers designated smoking areas in which smoking is permitted at each individual location. The Act prohibits retaliation for reporting complaints or violations. For more information on the Iowa Smokefree Air Act individuals may contact the Smokefree Air Act Helpline at .For NY residents please review the following state law information: Notice of Employee Rights Protections and Obligations LS740 () TO EMPLOYMENT AGENCIES:
We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills education training credentials and experience of the candidate; the scope complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job Sales Incentives based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Sr Director Advanced Consulting Group : $136000.00-$256000.00The expected starting salary range for Sr Director Advanced Consulting Group : $136000.00 - $228000.00Required Experience:
Senior IC
About Company
Nationwide offers insurance, retirement and investing products that protect your many sides. Get home and auto insurance quotes online or find a local agent