Specialist, Business Development, Investment Management

Nationwide•Columbus, OH

1d•$88,000 - $132,000•Hybrid

About The Position

Nationwide Financial’s Investment Management Group (IMG) is seeking a Specialist to support investment research, analysis, platform relationships, and business development across Nationwide Financial business segments. The role partners with internal business units and stakeholders to support strategic initiatives, investment decisions, product development, and the positioning of IMG products. It includes analyzing complex data and communicating insights that inform business planning and decision-making. The Specialist helps design and coordinate plan investments, supports portfolio construction and implementation, and conducts plan analysis, reporting, communication, negotiation, and problem-solving for plan sponsors and Nationwide Financial constituencies. The role works closely with Manager Strategies, Product Management, and Asset Strategies teams to identify suitable managers and asset mixes. It also supports sales associates with presentations and investment data, and collaborates with marketing and internal business units to help position products. The position reports to the IMG Account Management leader. It is based in Columbus, Ohio, on a hybrid SuccessFlex basis, with onsite work Tuesday through Thursday. The associate must live within 35 miles of One Nationwide Plaza in Columbus. The work environment is a normal office environment; occasional travel and extended hours may be required based on workload. This is an exempt role and is not eligible for overtime.

Requirements

Five years of related experience in financial services investment management.
Undergraduate studies in business, finance, economics, accounting, or a related field.
Strong interpersonal and communication skills.
Ability to build and maintain strong working relationships with business units and clients.
Ability to lead multiple tasks and projects.
Ability to translate complex statistical data into information suitable for management.
Working knowledge of products, services, and processes of the related business unit.
Strong understanding of Nationwide Financial businesses, the industry, and competitors.
Strong analytical skills and ability to interpret data and identify trends.
Proficiency with data tools and platforms, including Morningstar Direct, Excel, and Tableau.
Detail-oriented, collaborative, and adaptable in a fast-paced environment.
Must reside within 35 miles of One Nationwide Plaza, Columbus, Ohio.
The role does not qualify for employer-sponsored work authorization; Nationwide does not participate in the STEM OPT Extension program.

Nice To Haves

Graduate studies preferred.
CFA or CFP certification preferred.
CFA, CIMA, or progress toward these credentials is a plus.

Responsibilities

Support selected Nationwide Financial business segments with investment research and analysis.
Design and coordinate plan investments according to NIA and NFG menus.
Coordinate and communicate the portfolio construction and implementation process to plan sponsor decision-makers.
Perform current plan analysis, reporting, communication, negotiation, and problem-solving for plan sponsors and Nationwide Financial constituencies.
Partner with Manager Strategies, Product Management, and Asset Strategies teams to determine suitable managers and asset mixes for business-line cases.
Recommend investment options that support investment strategies.
Become integrated into internal business unit teams and product decision-making processes.
Assist with new product development involving investments in variable insurance products and stand-alone investments such as retail mutual funds and separate accounts.
Collaborate with IMG marketing departments and internal business units to position IMG products for success.
Support sales associates with presentations and data communicating fund-option benefits and the selection and monitoring process.
Analyze and interpret complex data using tools such as Morningstar Direct, Microsoft Excel, and Tableau; identify trends and provide actionable insights.
Collaborate across functions, communicate with stakeholders, and support high-impact projects and initiatives.
Perform other responsibilities as assigned.

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Short- and long-term disability coverage
Paid time off, with newly hired associates receiving a minimum of 18 days per full calendar year, prorated quarterly based on hire date
Nine paid holidays
Eight hours of Lifetime paid time off
Eight hours of Unity Day paid time off
401(k) with company match
Company-paid pension plan
Business casual attire