Consultant, Investment Management Group-Business Development



Sales & Business Development
Columbus, OH, USA
Posted on Tuesday, June 4, 2024
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.

This hybrid Columbus based role is compensation Grade: G3.

FINRA Series 6 or 7 required within 120 days from date of hire

Investments Experience Required

Retirement Plan Experience Required (403B, 457 preferred)

Corporate Presentation Experience and Strong Communication Skills Required

Job Description Summary

Are you intrigued by every aspect of the investment business – from mutual funds to securities lending to the markets and beyond? Has your education, skills and professional experience prepared you to oversee all the essential work that delivers high quality investment services and substantial returns? If you are excited about putting your higher-level thinking to work in fund management, we’d like to know more about you!

In Nationwide’s Investment Management Group (IMG), we’ve earned a great reputation in the industry, and we value team members who love this business and want to learn, grow and advance in the profession.

As a Consultant, you'll be responsible for large and sensitive platform relationships. You'll develop and deliver reports on business line activities addressing needs, changes, issues and competitive information about the respective business unit. You'll work with the designated business unit(s) to represent NFG and NIA products and design and coordinate plan investments per the menus of NIA and NFG.

Job Description

Key Responsibilities:

  • Supports selected business segments within Nationwide Financial, providing investment research and analysis.

  • Coordinates and communicates portfolio construction and implementation process to plan sponsor decision makers.

  • Performs current plan analysis, reporting, communication, negotiation and problem solving for the plan sponsor and the Nationwide Financial constituents. Works closely with Manager Strategies, Product Management and Asset Strategies teams to determine the best managers and asset mix for each business line "case" presented.

  • Provides recommendations of investment options that support the investment strategies.

  • Works to become an integrated part of the internal business unit team and product decision-making process.

  • Leads business unit(s) to understand product positioning and development, including investments within variable insurance products as well as stand-alone investments (e.g. retail mutual funds, separate accounts, etc.).

  • Partners with Marketing departments of IMG and internal business unit to position products for success.

  • Supports Sales associates with presentations and data that share the benefits of fund options and selection/monitoring process.

  • Offers new investment products and marketing/sales ideas.

  • Manages associate, when required) including performance, salary planning and administration, training and development, workflow and organizational planning, hiring and placement and disciplinary actions.

May perform other responsibilities as assigned.

Reporting Relationships: Reports to IMG Account Management leader.

Typical Skills and Experiences:

Education: Undergraduate studies in business, finance, economics, accounting or a related field. Graduate studies preferred.

License/Certification/Designation: Accreditation or working towards an industry accreditation preferred (CFA/CIMA/CFP) .

Experience: Eight years of related experience in financial services investment management.

Knowledge, Abilities and Skills: Demonstrated skills in relationship management, managing others and communication. Strong interpersonal and communication skills. Ability to build and maintain strong, collaborative relationships with business unit and client. Ability to lead multiple tasks and projects. Proven knowledge of investment products and distribution strategy. Comprehensive understanding of Nationwide Financial businesses, industry, and competitors.

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: Not-eligible (Exempt)

Working Conditions: Normal office environment. Extended work hours may be required based on workload. May require occasional travel.

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.



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.