Institutional Investment Consultant - Nationwide Financial
Nationwide
Unknown, Massachusetts
Full-Time
$70
RemoteSenior
This Institutional Investment Consultant will service the territory of Massachusetts, Connecticut, Rhode Island, New Hampshire, and Maine for our Investments Management Group. The role will require the Series 7 & 63 licenses with the 66 strongly preferred. Living within the territory is required.
This is a G.99 band role.
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Job Description Summary
Are you fascinated by the capital markets industry and driven to understand the investment side of the business? We distribute mutual funds for Nationwide’s Investment Management Group, to our institutional and intermediary 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!Job Description
Key Responsibilities:
Increase Nationwide Mutual Fund assets under management (AUM) by attracting new assets and retaining existing assets.
Anticipate and address client investment needs based on current market conditions.
Advise and consult financial advisors on how Nationwide Mutual Funds can help grow their business and meet their client needs.
Develop a comprehensive understanding of the Nationwide investment suite and investment insights that can be shared to existing and prospective clients.
Build and maintains a territory business plan and adjusts accordingly to meet changing market conditions.
Represent Nationwide Mutual Funds at industry events and conferences to raise brand awareness and drive sales.
Use industry and competitive intelligence to achieve sales goals.
Build and execute optimal prospecting and client outreach strategies to conduct regular in person and virtual meetings.
Maximize Nationwide resources to build brand awareness and achieve sales targets.
Lead and direct all sales efforts within defined territory.
Collaborate with all internal partners and team members including, manager research, product, marketing, and sales teams.
May perform other responsibilities as assigned.
Reporting Relationships:Reports to Director, Institutional Sales
Typical Skills and Experiences:
Education: Bachelor’s degree and advanced degree a plus.
Licenses & Certifications:Series 7 and 63 required.CIMA or other advanced designations are a plus.
Experience: 5-7 years of financial services industry experience and 3-5 years of investment product sales experience.Extensive knowledge of investment products, Experience in intermediary distribution and working with platforms, RIA’s, and financial advisors across various channels.Ideal candidate will be based in the territory and have existing relationships.
Knowledge, Abilities and Skills: Strong interpersonal and analytic skills. Excellent team member who can 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 Human Resource Business Partner.
Values:Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility:Not Eligible (Exempt)
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.
Benefits
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.
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.
Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.The national salary range for Consultant, Institutional Investment - Financial Services : $125,000-$125,000The expected starting salary range for Consultant, Institutional Investment - Financial Services : $125,000-$125,000