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.   #LI-LP1 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.

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