Investment Specialist-Institutional Investment Distribution

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 were looking for associates who are passionate about delivering extraordinary care.

Enjoy the vibrant energy of the Arena District working in-office on a hybrid basis.

This position will be hired on a SuccessFlex basis.

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

Columbus: Three Nationwide Plaza Columbus OH 43215

Work schedule: 3 days in office 2 days remote.

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the StemOPT Extension program.

Internal Compensation Grade F2.2

Were seeking a driven and dynamic individual with strong phone communication skills and a passion for this role youll engage directly with financial advisors building relationships and driving business in a fast-paced high-performance environment.

What Youll Do:

• Interact daily with advisors via phone to support sales efforts and deepen relationships.
• Contribute to a team responsible for over $2B in sales working alongside 18 high-performing associates.
• Gain exposure to a wide range of responsibilities typically reserved for larger organizationsoffering a unique opportunity to broaden your skill set.
• Develop capabilities aligned with those of external wholesalers preparing you for future advancement into an external sales role.

What Were Looking For:

• A strong desire to grow into an external wholesaling position.
• A hard-charging high-volume mindset with a passion for aggressive sales.
• Ability to thrive in a competitive results-oriented culture.

Must obtain SIE Series 6 and 63 within 120 days of hire.

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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 Nationwides 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 .

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 managers 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 coveragepaid 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.