出海雷达

高级总监, 咨询集团

Sr Dir, Adv Consulting Group

市场运营限定地区(需当地身份)
公司Nationwide
薪资$170,000 - $318,000/年
工作地点United States
地域资格限定地区(需当地身份)
时区要求日间重叠约 9 小时,基本正常作息
用工类型Full Time
发布时间13 天前
数据来源Himalayas
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注意地域限制:该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者,通常需要当地工作身份才能投递,或需与雇主确认是否接受独立合同(Contractor)形式合作。

如果你热衷于成为 Nationwide 的一员,并相信自己有潜力成就非凡,那就来聊聊吧。在 Nationwide®,“始终站在你身边”不只是口号。我们的客户是所有工作的核心,我们正在寻找那些热衷于提供卓越服务的员工。引领高级人寿规划的未来。

这是一个难得的机会,可以塑造战略、提升人才,并影响我们分销生态系统中一些最复杂且影响深远的人寿保险案例。作为人寿导向的高级咨询组(ACG)的高级总监,你将处于战略、技术卓越和思想领导力的交汇点——为金融专业人士及其客户提供成果,同时打造业内一流的咨询组织。

你将负责
作为一位资深领导者和值得信赖的专家,你将:

  • 领导人寿 ACG 的战略与执行,设定所有人寿分销渠道的优先事项和方向,确保一致性与最大影响力。
  • 作为复杂、高价值人寿案例的高级处理人,为金融专业人士、批发商和重点客户提供建议性的案例设计和产品定位支持。
  • 作为人寿分销的主要高级联络人,监督并优化人寿互动模式,包括受理、分类、交付和持续的关系管理,以创造无缝、高质量的合作伙伴体验。
  • 推动高级教育和思想领导力,进行主舞台演讲和符合 CE/CPE 要求的内容,与市场和销售部门合作,撰写并部署高影响力的高级销售策略和营销资料。
  • 通过定义和跟踪关键指标、加强控制并持续改进流程,对人寿 ACG 的绩效、治理和风险负责。
  • 吸引、培养并激励技术人才,树立协作、包容的文化,同时指导新兴专家和未来领导者。
  • 拥抱技术、数据和人工智能驱动的工具,现代化高级个案处理,生成更精准的洞察,提升内部合作伙伴和客户的高级规划体验。

我们寻找的
我们正在寻找一位具有战略眼光、可信且前瞻思维的领导者,具备:

  • 在高级人寿保险规划方面的深厚专业知识,包括处理复杂、高净值或机构案例的经验。
查看英文原文

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.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 high‑impact life insurance cases across our distribution ecosystem. As Senior Director of the Life‑Focused Advanced Consulting Group (ACG), you will sit at the intersection of strategy, technical excellence, and thought leadership—driving outcomes for financial professionals and their clients while building a best‑in‑class consulting organization.
What You’ll 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, high‑value 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 model—including intake, triage, delivery, and ongoing relationship management—to create seamless, high‑quality partner experiences.
  • Champion advanced education and thought leadership, delivering main‑stage presentations and CE/CPE‑eligible content, and partnering with Marketing and Sales to author and deploy high‑impact 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 AI‑enabled tools to modernize advanced casework, generate sharper insights, and elevate the advanced planning experience for internal partners and clients.

What We’re Looking For
We’re seeking a strategic, credible, and forward‑thinking leader who brings:

  • Deep expertise in advanced life insurance planning, including experience with complex, high‑net‑worth or institutional cases.
  • Proven leadership at scale, with success building, leading, and evolving high‑performing 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 builder’s 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 decision‑making and client outcomes.
  • A collaborative, people‑first 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 Columbus, Ohio, Des Moines, IA or Scottsdale, AZ will collaborate in office 3 days 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, you'll 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. You'll lead a team of highly credentialed and experienced consultants who are responsible for driving sales of all Nationwide's 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: Bachelor’s 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 manager’s 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 driver’s 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 10/05/2026. 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 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.
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 888-944-2247.
For NY residents please review the following state law information: Notice of Employee Rights, Protections, and Obligations LS740 (ny.gov) NOTE 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.
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 : $170,000.00-$318,000.00The expected starting salary range for Sr Director, Advanced Consulting Group : $170,000.00 - $284,000.00Originally posted on Himalayas

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