Investment Marketing Consultant (ETFs)

If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk.

This is compensation grade G3. Remote candidates will be considered based on location, qualifications and experience. Please refer to the detailed description below for specifics on this opportunity.

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INVESTMENT MARKETING CONSULTANT (ETFs)

Job Summary:  Manage Nationwide’s ETF marketing strategy, planning and execution to drive growth spanning content and promotional asset development, product marketing, media partnerships, budget and digital experiences.

Relationship:  Reports to AVP, Investment Marketing

Background:

Based on Nationwide’s highly successfully entry into ETF market, earning industry accolades including Active ETF of the Year by Fund Intelligence and Digital Marketing Campaign of the Year Award by Wealth Management, we are seeking an experienced investment product marketer to help fuel our next phase of growth.

With approximately, $75 billion in assets under management, Nationwide uniquely combines a proud investment heritage dating back to 1933 with a start-up entrepreneurial ETF business strategy to drive growth and serve investor needs. 

We are seeking digitally savvy investment marketing professional to join our team as a Product Marketing Consultant, providing hands-on strategic and tactical leadership working as part of a high-performance marketing team.

Based on Nationwide’s early success in the ETF market, we plan to further accelerate momentum in the coming years with an emphasis on marketing execution.  This is an exceptional and highly visible career opportunity with the potential to have significant impact.

JOB RESPONSIBILITIES

In close collaboration with the AVP Marketing Investment Management Group, this vital position will lead ETF marketing strategy, planning and execution to drive growth spanning content and promotional asset development, product marketing, media and subadviser partnerships, budget and digital experiences.

Maintain key relationships with media partners, Product Management, subadvisers, Compliance, distribution and other key stakeholders. 

Manage and optimize ETF marketing budget, media partnerships and promotional mix spanning display advertising, paid search, campaign pages, web experiences.

Develop and execute journey marketing content and coordinate with digital partners to deliver personalized experiences at scale generate targeted impressions and engagements serving financial professionals.

Update quarterly marketing materials using a dynamic publish environment and in tight coordination with the marketing team. 

Manage the creative development of ETF product marketing materials, white papers, infographics as well as promotional journey assets (emails, social posts, banner ads, native ads, etc.), websites (content, navigation, multi-media) and event experiences working with agency partners and product management. 

Coordinate the execution of webinars, events and customer journeys within the overall marketing calendar. 

Other duties as assigned.  As an integral member of a high-performance team, this role may be asked to lead and support opportunities to support other products and channels including funds, annuities, retirement, special projects and cross-company initiatives. 

SKILS AND COMPETENCIES:

• Financial services product and/or marketing experience (ETF and/or Funds experience strongly preferred.)

• Marketing communications development - proven ability to work with subject matter experts, writers and agency partners to develop product and marketing content.  (Editorial skills, project management, attention to detail and ability to manage the compliance review processes is essential)

• Project and program management – proven ability to set work priorities, balance and organize work in a fast-paced and work independently as well as in a dynamic, team-oriented environment.  Ability to conceptualize and manage large, complex projects and effectively drive results in a large, matrix management organization.

• Financial product marketing experience (ETFs, Funds a plus but will consider additional backgrounds such as annuities or life insurance.   Investment related content development experience a definite plus. 

• Problem solving – proven ability to identify and structure problems and issues, brainstorm solutions with team, logically present ideas to solve problems and consider team input, develop plans to solve problems and execute them effectively

• Relationship management - ability to build successful and strong partnerships both internally and externally to drive the implementation and prioritization of key marketing initiatives

JOB REQUIREMENTS: 

• A minimum of 5+ years related professional experience in investment or financial product marketing within financial services with the skills and competencies noted above.

• A professional that can work independently but highly collaboratively as part of a high-performance team.

• Strong project management skills to manage timely delivery of projects and escalate/resolve issues as needed.

• Experience in managing content to different audiences across multiple channels and formats, including digital (web, social) and print

EDUCATION:

Bachelor’s degree, preferably in marketing, finance, business administration or journalism. Graduate level studies in marketing, business administration or related field is helpful. 

LICENSE / CERTIFICATIONS:

Series 7 license (or certification required within 120 days of employment.)

JOB CONDITIONS: 
 

Overtime Eligibility: Not Eligible (exempt)

Preferably the candidate would reside or relocate to the Columbus OH area and work from the home office along with the team, following flexible work options. 

Highly qualified candidates may have the opportunity to work-from-home (WFH) on a full-time basis with period travel (~4-6 trips per year) to the home office as needed.

Working Conditions:  Normal office or WFH environment.  Extended work hours may be necessary during work periods of heavier volume of work. Some minimal travel required.
 

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 associates assigned to the job to perform a somewhat different combination of duties.

Job Family/Function: MKT/MGM 

Job Description Summary

Are you ready to put your marketing savvy, communications skills and data driven approach to work for one of the top brands in the insurance and financial services industry? If you want to influence a large marketing investment spend, drive business growth and profitable results using the best in class marketing technology, we want to hear from you!

As a Consultant, you are responsible for leading and/or assisting the overall development and execution of marketing strategies using highly advanced marketing principles and standard methodologies. You will execute on future business or marketing needs driven by quantitative data/research, competitive insights and/or consumer behaviors. We'll count on you to ensure a strong focus on end-to-end customer experience, delivering outstanding customer experience overall.

Job Description

Key Responsibilities:

• Assists in the development and execution of strategies and plans that ensure long term sustainable growth of the business. Synthesizes data and uses this understanding to support identification and innovation of business building solutions

• Leads projects and processes within area of responsibility to deliver results with multiple target completion dates and shifting priorities.

• Implements digital and traditional marketing tactics and media, including creative development process, planning, and execution.

• Collaborates on and/or may lead creative development, and provides feedback on look and feel. Develops creative briefs.

• Monitors emerging innovative trends in content, design and marketing tactics

• Reviews and uses customer insights and analytics and tools to understand and forecast market, competitor and customer needs and behavior, define appropriate target audiences, evaluate sufficiency, and effectively get results with data-based decisions.

• Ensures programs are on strategy and on schedule.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to Manager/Director/AVP. This is an individual contributor role and may have an opportunity to manage a team based on organizational structure; may also lead virtual/project teams.

Typical Skills and Experiences:

Education: Bachelor’s degree in marketing, business administration or related field preferred. Master’s degree is a plus.

License/Certification/Designation: Technical financial services designations such as FINRA, CPCU, CLU, ChFC, FLMI considered a plus. Additional licensing may be required to hold this position; and associates will need to acquire 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 or is unable to acquire required licenses/registrations within the time period designated by the business unit, the associate will be ineligible to continue in the position.

Experience: Typically eight or more years related professional experience in marketing, strategy, consulting, financial services, or related field.

Knowledge, Abilities and Skills: In-depth knowledge of marketing methodologies, insurance and/or financial services products, distribution systems, and customers. Knowledge of project leadership concepts and methodologies. Possesses strong verbal and written skills needed to develop and review research studies, communicate research findings, market recommendations based on findings, and maintain relationships. Ability to lead and prioritize projects. Ability to function independently or in a team environment with limited supervision. Demonstrates core marketing proficiencies, including strategy development, utilization of insights and analytics, building brand equity and developing effective marketing communications. Skilled at customer focus, operating capabilities, personal effectiveness, and strategic capabilities.

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. Ability to work extended and/or non standard hours based on project load. Travel as required.

ADA: The above statements cover what are generally believed to the principal and essential functions of the job. Specific circumstances may allow or require some associates assigned to the job to perform a somewhat different combination of duties.

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