Specialist, Business Development, Investment Management

NationwideColumbus, OH
10h$88,000 - $164,000Hybrid

About The Position

Are you passionate about being part of a team 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. Are you ready to elevate your career in investments and financial services by applying your skills in a dynamic, growth-oriented environment? If so, this opportunity could be the perfect next step. In this role, you’ll play a key part in meeting the evolving needs of our business partners by supporting the Annuity and Life businesses from an investment perspective through proactive and responsive engagement. You’ll work cross-functionally with teams across IMG and NF to promote our NVIT Fund offering, drive strategic initiatives, deliver impactful solutions, and provide data-driven insights that inform key decisions. Success in this role hinges on strong analytical acumen, particularly the ability to interpret data and identify trends using tools such as Morningstar Direct, Microsoft Excel, and Tableau. You will be responsible for managing and analyzing complex information to support strategic business planning and informed decision-making. Additionally, well-developed interpersonal skills are essential, as collaboration and effective communication across teams are critical to driving results. This role offers broad exposure across departments and the chance to contribute to high-impact projects. If you're detail-oriented, collaborative, and thrive in a dynamic environment, we encourage you to apply. Professional designations such as CFA, CIMA, or equivalent credentials are considered a plus. Demonstrated interest in or progress toward obtaining such credentials is also viewed favorably. This is a hybrid role based in Columbus, OH. The team works onsite three days a week —Tuesday through Thursday. This position will be hired on a SuccessFlex basis. The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide Plaza, Columbus OH, 43215 This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program. #LI-SS1 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 Specialist, you'll be responsible for managing platform relationships. You'll assist with developing reports on business line activities and partner with the designated business units to represent NFG and NIA products.

Requirements

  • Undergraduate studies in business, finance, economics, accounting or a related field.
  • Five years of related experience in financial services investment management.
  • Strong interpersonal and communication skills.
  • Ability to build and maintain strong working relationships with business unit and client.
  • Ability to lead multiple tasks and projects.
  • Ability to translate complex statistical data into information suitable for Management.
  • Must have working knowledge of products, services and processes of the related business unit.
  • Strong understanding of Nationwide Financial businesses, industry and competitors.

Nice To Haves

  • Graduate studies preferred.
  • CFA/CFP certification preferred.

Responsibilities

  • Supports selected business segments within Nationwide Financial, providing investment research and analysis.
  • Designs and coordinates plan investments per the menus of NIA and NFG.
  • 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 constituencies.
  • Partners 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 on investment options that support the investment strategies.
  • Works to become integrated part of the internal business unit team and product decision-making process.
  • Assists in new product development that includes investments within variable insurance products as well as stand-alone investments (e.g. retail mutual funds, separate accounts, etc.).
  • Collaborates with Marketing departments of IMG and internal business units to position IMG products for success.
  • Supports sales associates with presentations and data communicating benefits of fund options and selection/monitoring process.
  • May perform other responsibilities as assigned.

Benefits

  • 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
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service