What are the responsibilities and job description for the Consultant, Investments - Financial Services position at Nationwide Private Client?
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 we’re looking for associates who are passionate about delivering extraordinary care.
The financial landscape is evolving rapidly, and recent regulatory changes are shaping the future of our industry. The SECURE Act 2.0 has introduced a mandate directing the Treasury Department to enable the use of Exchange-Traded Funds (ETFs) in insurance products. This significant development opens new avenues for innovation and growth within the insurance and investment sectors.
To navigate these changes and leverage new opportunities, we are creating a dedicated role to lead Nationwide’s efforts in this area. The Consultant, Investments will play a crucial role in driving our strategic initiatives, working closely with carriers, asset managers, and regulators to influence the implementation of this regulation. This position is vital for ensuring that our products remain relevant and marketable while also exploring new product solutions that meet customer needs.
This role does have the opportunity to be remote.
Compensation Grade : G4
Job Description Summary
Are you intrigued by every aspect of the investment business? Has your education, skills, and professional experience prepared you to be responsible for the crucial work that delivers high quality investment products? If you are excited about putting your higher-level thinking to work in managing the investment strategy of financial services products, we’d like to know more about you!
At Nationwide Financial, 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 an Investments Consultant you’ll assist in driving the investment strategy in support of new and existing product options.
Job Description
Key Responsibilities :
Manages fund partner relationships for assigned financial services products. May work with existing and prospective fund company partners to leverage join distribution and marketing opportunities.
Supports fund partner relationships for financial services products.
Uses investment knowledge and experience to represent business segments in the development of investment portfolios or investment strategies.
Collaborates on, and may lead, annual fund addition projects and fund changes throughout the year. Organizes due diligence receivables and fund information for required changes or closures. Works with internal matrix partners (e.g., Compliance, Finance, IT, Sales, Marketing) to manage fund additions, changes, and / or closures.
Communicates applicable fund changes with internal and external audiences as needed.
Assists in developing, administering, and / or supervising the regulatory requirements of the business segments advisory offerings.
May perform other responsibilities as assigned.
Reporting Relationships : Reports to Sr Consultant, Investments.
Typical Skills and Experiences :
Education : Undergraduate education in business, finance, economics, accounting, or related field.
License / Certification / Designation : FINRA Series 6 and 63 licenses required based on business unit. Life & Health Insurance license may be required based on business unit. CFA and / or CAIA, CFP, CFS, CIC, or CIMA designation preferred.
Experience : 5 years or moreinvestment or relationship management experience in financial services preferred.
Knowledge, Abilities and Skills : Expertise in investment decision making and fund manager selection practices / methodology. Strong ability to communicate, analyze data, and lead multiple tasks / projects.
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 Nationwide Values.
Job Conditions :
Overtime Eligibility : Not eligible (Exempt)
Working Conditions : Normal office environment.
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.
We currently anticipate accepting applications until 03 / 04 / 2025. However, we encourage early submissions, as the posting may close sooner if a strong candidate slate is identified before the deadline.
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.
