Specialist, Institutional Investment (National Platforms)

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 role supports the National Platforms team with the overall sales process including, but not limited to, the following:

• Partners with relationship managers to provide quarterly and ad-hoc product updates to current and prospective clients.
• Conducts investment and competitive analysis using Morningstar Direct.
• Conducts research on new prospective clients utilizing company websites, Dakota, and other appropriate sources.
• Develops and maintains collaborative relationships with internal/external stakeholders to achieve sales objectives.
• Participates in assigned national platform team projects.
• Maintains client list for use by sales team and Nationwide internal partners.
• Develops and maintains product approval list by client firm.
• Serves as a technical consultant for other areas of the company, serving as a resource to internal/external stakeholders for their assigned area(s) of responsibility.
• Occasional travel for in-person client updates.
• Develops business on behalf of the Nationwide Investment Management in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.

Highly preferred technical skills:

• CFA, CAIA or CIMA-licensed or progress toward or desire to obtain is preferred.
• Investment acumen, sales and product management.
• Strong organizational skills and understanding of investment products, specifically mutual funds and ETFs.

Candidates must have FINRA Series 6 in hand at time of hire. FINRA Series 7 and 63 required and must be obtained within 120 days from date of hire.

This position will be hired on a SuccessFlex basis.

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

Columbus: One Nationwide Plaza, Columbus OH, 43215

Work schedule: 3 days in office, 2 days remote

It is our intention to fill this role in Columbus, Ohio. 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. 

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Job Description Summary

Are you fascinated by the capital markets and driven to understand the investment side of the business? We sell solutions for Nationwide’s Investment Management Group, including mutual funds and exchange-traded funds, to our institutional customers. If you can put your analytical, technical and customer service skills to work identifying and providing investment solutions to meet opportunities for growth, we want to know more about you!

As an Investment Specialist, you will be responsible for supporting sales across a defined geographic region. You will be tasked with supporting the overall sales process from start to finish and will be integral part of the sales team, in driving lead generation, conducting investment analysis requests, scheduling meetings, and conducting meetings in your assigned region.

Job Description

Key Responsibilities:   

• Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for their assigned area(s) of responsibility. 

• Proactively schedules meetings with prospective clients and current clients for external sales partners. 

• Develops and maintains collaborative relationships with internal/external stakeholders to achieve sales objectives. 

• Partners with key stakeholders to support the development of territory business plans designed to increase territory sales. 

• Analyzes lead management outputs and communicates to internal constituents. 

• Develop and build remote market strategy within territory, including scheduling virtual and in person meetings. 

• Conducts investment analysis and competitive analysis. 

• Serves as a technical consultant to other areas of the company, including Sales and Product Development.  

• Assists the sales team in identifying solutions for new business opportunities within the constraints of existing product and administrative capabilities. 

• Participates in assigned sales projects. 

• Develops business on behalf of the Nationwide Investment Management in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations. 

• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions. 

• Meets or exceeds all department, and sales and/or activity goals for their assigned territory. 

• Plans and executes marketing solutions within assigned territory. 

• Serves as a resource to internal/external stakeholders for their assigned area(s) of responsibility. 

May perform other responsibilities as assigned.   

Reporting Relationships:  Reports to Director, Institutional Sales. 

Typical Skills and Experiences:   

Education: Undergraduate studies in business administration or related field preferred. Participation in, or attainment of, technical coursework desirable. 

Experience:  Three years of related experience including, but not limited to, product plan administration and sales, customer service, sales consulting, relationship management, project management, communication and marketing. 

Licenses/Certifications/Designations: FINRA Series 7 and 63 required. 

Knowledge, Abilities and Skills:  Marketing techniques and approaches, systems analysis and project management. 

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. Quarterly travel within territory. 

  

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.

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 Specialist, Institutional Investment : $71,000.00-$133,000.00

The expected starting salary range for Specialist, Institutional Investment : $71,000.00 - $107,000.00