Institutional Investment Consultant - Nationwide Financial

Nationwide•New York, MA

13h•Remote

About The Position

This role is for an Institutional Investment Consultant at Nationwide Financial, a Fortune 100 company. The consultant will be responsible for distributing Nationwide mutual funds within a defined territory (Massachusetts, Connecticut, Rhode Island, New Hampshire, and Maine) across all distribution channels, with a focus on larger RIA firms. The ideal candidate will have a strong understanding of capital markets and investment products, and be able to identify and provide investment solutions to meet growth opportunities. The role requires the Series 7 & 63 licenses, with the 66 strongly preferred. Living within the territory is required.

Requirements

Series 7 and 63 required.
5-7 years of financial services industry experience.
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.
Strong interpersonal and analytic skills.
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.
Living within the territory is required.

Nice To Haves

Advanced degree a plus.
CIMA or other advanced designations are a plus.
Series 66 strongly preferred.
Ideal candidate will be based in the territory and have existing relationships.

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.