• Drive discovery workshops with prospects and customers to demonstrate product capabilities and gather business requirements. • Lead and participate in discovery analysis meetings with customers to understand current business processes. • Serve as advocate for adherence to standards and best practice. • Collaborate with sales team and project managers to define the roadmap and milestones for each project. • On all assigned engagements the Solution Architect should own the proposed solution, work closely with all team members and remain engaged with the client. • Understand the capabilities of the delivery team and provide design guidance and support as needed. • Work with customers and internal teams on infrastructure architecture support. • Provide and/or develop detailed design specifications. • Exhibit excellent verbal and written communication skills; with flexibility to work in a fast-paced, process-oriented environment. • Implement and configure Dynamics CRM/CE per customer requirements. • Assist in software upgrades, including importing data, configuring forms and designing dashboards. • Design and write workflows to streamline business processes. • Write process documentation, user acceptance testing scripts and user manuals. • Test software, communicate with (and sometimes manage) offshore development staff. • Train and support CRM end users. • Stay curious and lead adoption of the latest D365 features and enhancements including Microsoft Co-Pilot, AI and D365 Agentification.

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. This is a fully remote Financial Planner role that will support our Retirement Solutions team. The candidate will ideally live in either the Ohio, Michigan, Indiana, or Illinois area or in the states of Florida or Georgia. Some travel will be required. This role does require the candidate to have their Certified Financial Planner (CFP) designation, and they must also possess their FINRA 6, 63 & 65 (or 7/66) licenses. This is a G2 band role. #LI-COLE Job Description Summary Our team is a versatile group of individuals, working together to meet our customer’s needs. We value plan knowledge, the ability to multi-task and contributing to a stellar team environment. If you thrive in a busy, client facing, highly engaging work environment, where no two days are exactly alike, we want to know more about you! As a Financial Planner, you'll support Registered Representatives and Investment Advisor Representatives by utilizing approved software to produce needs assessments and financial plans, in writing, to drive a consistent sales process/client experience and assist in identifying additional cross-sell opportunities. Job Description Key Responsibilities: - Advises customers and internal and external sales representatives on retirement income plan development. This will include explanation of product features and administrative procedures required with products currently owned and making appropriate new product recommendations, if applicable. - Reviews and/or prepares comprehensive financial plans and needs based assessments by entering data for proposals using approved financial planning software. - Prepares alternatives and recommendations while also framing the plan for presentation/delivery to the client. - Partners with Sales to ensure awareness of open proposals with producers to drive status and outcome. - Develops and conducts producer training in the corporate office and in the field. - Meets all regulatory requirements, supports and coordinates under applicable laws, rules and regulations. - Adheres to all firm compliance and supervisory policies, including but not limited to, anti-money laundering/Office of Foreign Asset Control and/or privacy policies and procedures. - Compiles marketing intelligence, including sales activity, production, frequently asked questions and objections raised by customers. - Researches complex technical questions for sales force on products, planning issues, tax issues, Social Security and other retirement financial concerns. - Conducts periodic retirement planning seminars for customers and producers both virtually and travels to locations to conduct in person upon request. - Assists in entity-level presentations (in writing or in person) where information on retiree services is required. - Maintains awareness of changing legal environment as it impacts investments, retirement plans and insurance products. Work with appropriate areas (compliance, communications, advice, systems, sales, administration) to ensure ongoing compliance. - Acts as a technical resource to communications on retiree marketing efforts. - Maintains detailed records of customer interactions, recommendations and actions according to appropriate regulations. May perform other responsibilities as assigned. Reporting Relationship: Reports to Director or Associate Vice President and does not have direct reports. Typical Skills and Experiences: Education: Bachelor’s degree in finance. License/Certification/Designation: FINRA 6 license and Certified Financial Planner designation required. Associates must obtain the required federal and/or state licenses/registrations within the time period designated by the business unit. Additional licenses/registrations may be required when new products and services are implemented. If an associate fails to acquire required licenses/registrations within the designated time period, the associate will be ineligible to continue in the position. Experience: Two years of experience in the financial services industry with specialization in financial planning Knowledge, Abilities and Skills: Knowledge of Profiles or Money Guide Pro or similar financial planning software. An in-depth understanding of the industry, financial concepts, product knowledge, investment management and client service strategies desired. Knowledge of investment products. Familiarity with property and casualty distribution a plus. Superior analytical, organizational, research, initiative and multi-tasking skills. Other criteria, including leadership skills, competencies and experiences may take precedence. Staffing exceptions to the above must be approved by the Associate Vice President and Human Resources. Values: Regularly and consistently demonstrates the Nationwide Values. Job Conditions: Overtime Eligibility: Not Eligible (Exempt). Working Conditions: Normal office environment; occasional travel as needed. Must have a valid driver’s license with satisfactory driving record in accordance with Nationwide standards. 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. Credit/Background Check: Due to the fiduciary account abilities within this job, a valid credit and/or background check will be required as part of the selection process. 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. 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. 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 Financial Planner : $87,000.00-$162,000.00 The expected starting salary range for Financial Planner : $87,000.00 - $131,000.00

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM. In order to address the most critical needs of our clients, RSM US LLP established the Integrated Cloud Consulting (IC) practice within our National Consulting team dedicated to serving the enterprise cloud and infrastructure platform needs of our clients by utilizing resources and expertise across the firm. This group consists of high-level leading consultants located throughout the globe positioned to serve a diverse client base within a variety of industries and are focused on meeting our clients where they need us most across a variety of domains - helping them realize their desired outcomes through our cloud advisory, implementation, and operations. This team partners with our National Sales team in pre-sales activities, our Consulting leaders, and our extensive delivery teams to lead and oversee large-scale projects. Job Overview RSM is seeking a highly accomplished Director to lead Data and AI consulting engagements across our Integrated Cloud Consulting practice in North America. This is a client-facing, revenue-generating leadership role that blends enterprise data strategy, cloud architecture, and practice development — positioning RSM as the trusted Data & AI advisor for middle-market and public sector clients. The ideal candidate operates fluidly at the executive advisory layer and the solution architecture layer, bringing deep platform fluency across both meta-service providers and hyperscaler-native ecosystems. Strategy & Advisory - Serve as the primary subject matter authority on enterprise data strategy — owning client engagements from initial vision through governance, AI readiness assessment, platform selection, and roadmap execution - Advise CIOs, CDOs, CTOs, and CFOs on data modernization, AI strategy, and cloud transformation - Develop differentiated point-of-view narratives that translate data and AI capabilities into tangible business value for middle-market buyers - Represent RSM at industry events, partner summits, and conferences; contribute thought leadership through whitepapers, webinars, and practitioner briefings Go-to-Market & Presales - Lead technical presales activities including discovery workshops, solution design sessions, architecture presentations, and RFP/RFI responses - Collaborate with RSM account teams and industry leaders to identify, qualify, and progress pipeline; author Statements of Work, proposals, and scoping documentation - Co-develop the Data & AI service portfolio in close collaboration with RSM service and practice leaders Practice Development - Define and build repeatable delivery assets including methodologies, playbooks, accelerators, and reference architectures - Build and mentor a high-performing team of architects, engineers, and analysts across North America - Champion hyperscaler competency milestones and manage vendor partnership relationships across AWS, Azure, and GCP tiers Independent Data Platforms (Cloud-Agnostic) - Snowflake — data cloud, governance, data sharing, and marketplace patterns - Databricks — Lakehouse design, Delta Lake, Unity Catalog, ML/AI workflows - dbt, Informatica, and complementary transformation and orchestration tooling Hyperscaler-Native Solutions - AWS — Redshift, Glue, Lake Formation, SageMaker, Bedrock - Azure / Microsoft Fabric — Fabric, Synapse, Azure Data Factory, Power BI, Azure OpenAI - GCP — BigQuery, Vertex AI, Dataflow (familiarity considered an asset) Experience & Qualifications - 10+ years of progressive experience in data, analytics, or cloud technology consulting, with at least 3 years in a senior client-facing or practice leadership role - Demonstrated delivery experience across both independent data platforms (Snowflake, Databricks) and at least one hyperscaler-native stack, preferably AWS. - Proven presales track record — owning proposals, leading solution presentations, and closing consulting engagements - Strong enterprise architecture credentials: The Open Group TOGAF or Master Certified Architect designation strongly preferred - Experience engaging C-suite stakeholders as a technical advisor and strategic consultant - Familiarity with regulated or public sector verticals (financial services, manufacturing, energy, government) an asset Preferred Certifications - AWS Certified Data Analytics Specialty, Solutions Architect Professional, or ML Specialty - Databricks Certified Associate or Professional Data Engineer - Microsoft Fabric / Azure Data certifications (DP-600, DP-203, or equivalent) - Snowflake certifications (SnowPro Core, Advanced Architect) - Familiarity with adjacent platforms including Snowflake, Microsoft Fabric, or dbt, supporting cross-practice collaboration. - Background in regulated industries such as financial services, manufacturing, technology or energy — primary middle-market verticals for RSM. Why RSM RSM is a people-first firm — recognized globally for its culture of collaboration, talent development, and purposeful innovation. As a Director in our Integrated Cloud Consulting practice, you'll have the platform, the partners, and the mandate to shape how North America's middle-market organizations harness the power of data and AI. At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits. All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership. RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at careers@rsmus.com. RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information. At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range. Compensation Range: $134,000 - $269,000 Individuals selected for this role will be eligible for a discretionary bonus based on firm and individual performance.

• Design and implement scalable, secure, and cost-effective AWS architectures for client engagements • Drive the design and delivery of end-to-end AWS cloud architectures across client engagements • Collaborate remotely with stakeholders, product managers, and engineering teams to define requirements • Evaluate and recommend AWS services, tools, and frameworks to optimize performance, reliability, and cost-efficiency • Develop high-quality architectural deliverables, including solution designs and technical documentation • Define and guide cloud migration strategies based on client needs • Design and implement infrastructure-as-code (IaC) solutions • Enable DevOps and CI/CD best practices • Conduct architecture reviews, security assessments, and performance optimization initiatives • Provide technical leadership and knowledge transfer to client and partner teams