Sr Financial Services Technical Lead - Advisory New Business

Senior Financial Services Technical Lead

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.

The Senior Financial Services Technical Lead plays a critical role on Nationwide Financial's Advisory New Business (NB) Team, supporting the onboarding and administration of advisory annuity products from application through funding. This team specializes in advisory-focused products and processes that originated with the Jefferson National acquisition and has since expanded to support additional Nationwide advisory offerings, including Monument Advisor and NARIA.

In this role, you will serve as a subject matter expert, workflow leader, and coach for a team of approximately 10 associates responsible for end-to-end new business processing. You will partner closely with internal stakeholders including Sales, Quality Control, Financial Operations, IT, and peer Technical Leads to ensure accuracy, efficiency, and an excellent experience for internal customers. This role is ideal for someone who enjoys leading through influence, improving processes, and helping teams successfully navigate change in a highly regulated, detail-driven environment.

Key Responsibilities and Areas of Focus

• Lead daily work distribution and execution by monitoring volumes, assigning work in OnBase and related systems, tracking service levels, and ensuring time and quality standards are consistently met.
• Serve as a technical and process expert for advisory new business operations, including application review, underwriting coordination, documentation validation, fund application, internal transfers, and exception handling.
• Coach, mentor, and develop associates through one-on-one feedback, quality reviews, error analysis, and ongoing performance discussions, with a strong focus on accuracy, productivity, and professional growth.
• Drive training and change readiness by developing procedures, job aids, and training materials (including videos) related to new products, systems, policy updates, and IT releases.
• Collaborate cross-functionally with IT, Sales, Quality Control, Financial Operations, BRMs, and other Nationwide Financial teams to resolve issues, improve processes, and represent the Advisory NB team in meetings and projects.

Required Experience & Skills

• Technical & Analytical Skills: Strong technical aptitude with workflow and case management systems (e.g., OnBase, CIS), ability to analyze error trends, monitor metrics, and support operational improvements.
• Leadership & Communication: Proven ability to coach others, speak confidently on behalf of a team, deliver clear guidance, and partner effectively across departments.
• Mindset & Work Style: Process-oriented, proactive, and adaptable; someone who takes initiative, embraces change, and enjoys improving how work gets done in a fast-paced environment.

This position will be hired on a hybrid, SuccessFlex basis.

The hired associate must reside within 35 miles of the following location(s):

Ohio: 1000 Yard St, Grandview Heights, OH, 43212

Work schedule: 2 days in office, 3 days remote

It is our intention to fill this role in Columbus, OH. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered.

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Internal Compensation Grade: E2

Job Description Summary

Do you love connecting and building new business relationships? If you have a natural curiosity, are passionate about helping people and want to accelerate both your personal and professional growth, we want to know more about you! As a Technical Lead, you'll maintain and improve administration of financial product services by leading one or more service teams. You will monitor the workflow of team members to ensure time service standards are met for assigned product(s) and/or service center internal and external customers. You'll also oversee unusual or difficult cases, contribute to production activities and conduct quality reviews.

Key Responsibilities:

• Maintains and improves administration of financial product services according to the terms of the plan, contract and administrative services agreements by monitoring the team's incoming work activity via daily tracking. Responsible for ensuring service standards are met.
• Develops and maintains procedures and training curriculum. Trains, mentors, and guides team members in all aspects of team's basic and complex functions and processes.
• Reviews documentation, analyzes and interprets processing errors at a team and individual level. Resolves processing errors and implements necessary changes. Conducts analysis and provides feedback in improving productivity and quality of work at an individual team member and team level. Provides feedback by conducting quality reviews of team member's work output.
• Oversees the handling of unusual or complex cases requiring knowledge of specialized complex subject matters to company policy, practices, and procedures to the appropriate managers.
• Works closely with other Technical Leads to share optimal practices. Assists other Technical Leads in their absence. Participates in projects as necessary.
• Provides input to Managers on improvement opportunities for team members' development and performance evaluations.

May perform other responsibilities as assigned.

Reporting Relationship: Reports to Manager; no direct reports.

Typical Skills and Experiences:

Experience: Three years of experience in call center or service center environment.

Education: High school diploma or equivalent required; undergraduate studies in business or related field preferred.

Licenses/Designations/Certifications: FINRA Series 6 and/or 26 licenses preferred, and may be required based on assigned product, line-of-business, or distribution system.

Knowledge, Abilities and Skills: Knowledge of call center or service center environment standard polices and practices. Excellent communication skills. Must have working knowledge of products, services and processes of the related business unit. Proven leadership abilities.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the Office Vice President and HR Vice President.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Exempt (Not eligible)

Working Conditions: Normal office environment.

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 04/23/2026. 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) https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf

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