Consultant, Impact Consultant

Are you passionate about being part of a team that delivers extraordinary care to help individuals and businesses prepare for and protect their retirement? If so, then Nationwide Financial could be the place for you! 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.

Do you love discovering operational improvement opportunities? Are you interested in finding new and innovative solutions to support our evolving distributions? If you have a natural curiosity, can be both analytical and strategic and want to accelerate your personal and professional growth, we want to know more about you.

We are seeking an additional associate to join our team and help analyze the multifaceted impacts on sales across all lines of business. This role will enable us to delve deeper into data for large projects, support NF Projects (such as Salesforce and AIMS efforts), and maintain our high standard of analysis. This role is crucial for providing detailed analysis that informs strategic decision-making and enhances our overall impact to the NF ecosystem.

The CIPO Distribution Data Team is responsible for a wide range of data-related tasks, including Anaplan Build/Run work, comp payment, and report visualization. Our team members are dedicated to supporting our ongoing and future projects, such as Annuity Flexibility, Annuity Modernization, and new product development. This role will help ensure we are meeting the needs of our growing business. 

Key Responsibilities:

• Cross-functional Collaboration: Demonstrated experience in driving initiatives and ensuring alignment with objectives.
• Stakeholder Management: Ability to manage relationships with internal and external stakeholders to ensure alignment with organizational goals.
• Analytical Skills: Strong analytical skills to tackle complex challenges and make informed decisions.
• Project Management: Expertise in planning, execution, and monitoring progress of projects.
• Communication Skills: Exceptional communication skills with the ability to influence and build consensus.
• Analyze the multifaceted impacts on sales across all lines of business.
• Develop an intake process to identify and prioritize support requests and identify key stakeholders for each effort.
• Provide detailed analysis to inform strategic decision-making and enhance overall impact
• Represent customer needs to delivery teams, execution of requirements and address test issues.
• Participate in planning and execution of user acceptance testing.
• Perform other responsibilities as assigned.

Reporting Relationships: Reports to Distribution Data Management Director. Matrix relationship to Technical Director, Sales Performance & Operations

Typical Skills and Experiences:

Education: Undergraduate degree in business, economics, math, computer science or related field.

Experience: Typically, 1+ years of related experience in sales performance and operations or related business environment. Experience in sales incentive administration, financial services, business process management, or related fields, including management supervision experience.  Some project and IT experience preferred.

Knowledge, Abilities and Skills: Proven knowledge of business processes in Life, Annuity and/or Retirement Solutions.  Demonstrated knowledge of sales standards, optimal practices, methodologies, and frameworks. Strong verbal and written communication skills for interaction with sales management to make appropriate recommendations. Strong analytical ability to research and evaluate complex payment process issues and financial information. Decision-making skills for problem identification and selection of alternatives. Strong organization and planning skills to set priorities and plan work. Ability to formulate business questions/problems into analytical questions and conduct analyses. Ability to work independently or with projects and team members. Ability to effectively operate personal computer and multiple database and business software. Passion for learning and applying knowledge to role. Ability to work alone or as a team and as a self-starter.

Values: Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office conditions.

ADA: The above statements cover what are 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.

This is a G4 band role.

Job Description Summary

We are a versatile group of individuals, working together to meet the needs of our customers. We value knowledge, analytical aptitude, and collaboration. If you thrive in a busy, engaging work environment, we want to know more about you!
As a Consultant, Business Insights, you’ll extract data to obtain knowledge and insights, manipulate internal and external data through R/SAS/SQL/Python, perform diagnostic and inferential analysis, investigate complex business concerns using data and statistical techniques, apply analysis or visualization techniques, build forecasts and/or projections of possible business futures and benefits, and communicate key findings to business partners. Your focus will be to maximize insight gained from internal and external data to ensure that business partners are making decisions in an optimally informed way.

Job Description

Key Responsibilities:

• Applies substantive business expertise to render insights and forecast/project on extracted data sets to craft, package and communicate actional insights and recommendations to business partners.

• Builds and maintains relationships and serves as a trusted business advisor to clients, internal risk partners and other stakeholders. Cultivates partnerships across the company to ensure methodologies and assumptions align with corporate practices.

• Participates in the development of scope, risk/control matrix, project timelines and assignments. Responsible for effectively synthesizing own project work and the work of team members. Work may span more than one project or focus area.

• Leverages statistical inferencing when conducting analysis. Communicates significance in findings when working with business partners. Utilizes appropriate visualization techniques as needed.

• Collaborates with leaders to develop strategies for the business unit. Consults with business to understand, align, and deliver work that supports business objectives and priorities.

• Determines appropriate information and data to be shared with customers. Shares financial and operational analyses with appropriate area of the company as assigned. Responsible for building business intelligence applications using R/Python/SQL/SAS/Tableau.

• Manages special projects and serves as an analytic consultant and contact for team members and associates outside the department.

• Serves as a consultant and subject matter expert for business areas during the intake and prioritization of data, reporting, analysis, and advanced analytics work

• Contributes to the continuous improvement of department processes through ongoing initiatives.

• May be responsible for preparation of reports and use of information systems, software and related sources of information. Also, may be responsible for training other users on report preparation and data base access and supporting the research, analysis and presentation of information.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Director/Associate Vice President and does not have direct reports.

Typical Skills and Experiences: 

Education: Undergraduate studies in data or business analytics , computer science, management information, business, mathematics or related field with post-graduate studies preferred

Experience: Typically, eight or more years of experience in data extraction, data manipulation, analysis, and data visualization. Experience with advanced statistical techniques such as business intelligence. Detailed experience with data-extraction problem solving; working with large structured and unstructured data sets and databases to build understandable and relevant analyses. Professional experience in insurance, financial services or a related industry preferred.

Knowledge, Abilities and Skills:

In-depth knowledge of business policies and procedures, customer service concepts and practices. Sophisticated understanding of creating and maintaining ad hoc and standard analysis, including data visualization, predictive modeling and business intelligence tools. Working knowledge to conduct extraction of data for functional and operational analysis and modeling. Strong communication skills for interactions with others. Ability to understand business processes and the data produced by them. Ability to understand functional and operational measurement needs, analyze data requests and interpret and translate business problems into solutions. Ability to work under tight time constraints. Capable of developing distinctive and understandable data visualizations.

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 HR Business Partner.

Values: 

Regularly and consistently demonstrates Nationwide Values.

Job Conditions: 

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment. Occasional travel, nonstandard or extended work may be required based on project needs.

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.

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.