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!
Compensation Grade: G.SD105
FINRA Series 7, 66, and 63 required. Series 7 must be obtained within 90 days of hire.
Position can be filled remotely.
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!
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As a Consultant, you'll be regarded as a subject matter authority on asset allocation, risk management, portfolio analysis and trends. You'll connect regularly with the internal investment and product teams to keep the team up-to-date on the latest portfolio adjustments and product nuances. We'll count on you to use big data marketing, predictive analytics and other technologies to identify distribution opportunities.
Job Description
Key Responsibilities:
Develops a comprehensive understanding of the Nationwide Investment suite, competitive landscape and industry portfolio construction trends.
Provides subject matter expertise to support the team in meeting preparation and in client-facing prospecting and final selection meetings.
Develops investment insights that can be shared with clients and prospects.
Collaborates with the team leader to refine and prioritize strategic opportunity to positively position Nationwide Investments.
Builds and grows strong knowledge of industry trends, retail distribution market, product innovation, along with legal and regulatory issues.
Creates and maintain the appropriate relationships and communication with investment professionals to keep the team is fully informed.
Works with retaining assets with advisors currently using Nationwide Investment Funds suite.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Director, Institutional Sales.
Typical Skills and Experiences:
Education: Undergraduate degree; advanced degree preferred.
License/Certification/Designation: FINRA Series 7, 66, and 63 required. Professional Designations: CFA®, CIMA® other advanced designations are a plus.
Experience: Five years of experience in a technical role in investment management. Typically, at least three years of experience as an investment analyst. Highly experienced at researching, developing and communicating investment commentary and making detailed product presentations.
Knowledge, Abilities and Skills: Strong interpersonal and analytic skills. Excellent team member who is able to find ways to contribute to growth and retention efforts. Advanced knowledge of investments and portfolio construction trends. Excellent presentation and written communication skills. Ability to build and maintain relationships with senior investment professionals within prospect and client firms and internally within Nationwide Financial. Disciplined and consistently follows established processes. Proven excellent organizational skills with the ability to prioritize opportunities, workload, and resources.
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 the Nationwide Values.
Job Conditions:
Overtime Eligibility: Exempt (Not Eligible)
Working Conditions: Some travel will be required based on business 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.
Attention Colorado applicants, the pay range for this position is:
$0.00 - $0.00