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.
This Columbus based hybrid position is an Investments G Band role. This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.
Job Description Summary
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 Senior Director, you’ll manage and oversee the IMG relationships with Nationwide Financial (NF) business units’ product and distribution teams and asset management firms. You’ll lead design efforts with businesses to understand menu requirements and competitive needs. In addition, you’ll be responsible for leading efforts to define strategic asset manager relationships for Nationwide Financial Leadership Team (NFLT) and Senior Vice President of Distribution. You have opportunities to provide investment consulting and fiduciary support to largest NF clients and intermediaries. We’ll depend on you to be the primary contact with product and distribution teams to handle all investment related requests, develop insights into business needs and provide market insights.
Key Responsibilities :
- Establishes and monitors product menus for VA, VL, NBSG and NRS that meet investment quality and business requirements. Coordinates research requirements with IMG Investment Research team to ensure investment research commitment to business are maintained. Provides ongoing reporting of investment menu performance against predetermined metrics.
- Participates in and influences strategic discussions to incorporate investment considerations into business strategic initiatives.
- Identifies opportunities for IMG product development and placement within business menus and unaffiliated institutional platforms.
- Provides ongoing investment support to distribution teams to meet sales goals of various products.
- Incorporates competitive intelligence insights to identify opportunities with product and distribution teams.
- Develops strategic direction for investment consulting by defining and demonstrating investment consulting as a core competency that provides measurable benefits to profitable growth of NF businesses.
- Supports wholesaler training by establishing and maintaining processes to provide investment training and materials.
- Manages and oversees processes related to portfolio design and mapping to position NF products with primary distribution partners.
- Oversees wholesaling efforts of IMG products within NF products. Develops materials and leads presentations to wholesalers and advisors on specific products and positioning within portfolios.
- Oversees wholesaler support of unaffiliated institutional sales efforts of Nationwide Mutual Funds.
- Leads team that defines strategic asset manager relationships and documents activities and results of strategic partner firms.
- Leads and develops team of consultants and analysts of various levels. Provides coaching and feedback to direct reports and other IMG and NF associates.
May perform other responsibilities as assigned.
Reporting Relationships: Reports to Vice President, Business and Product Development - IMG. Directs team of Directors and Consultants of various levels and has indirect reports of various levels.
Typical Skills and Experiences :
Education: Undergraduate degree in accounting, finance or related field. MBA or CFA preferred.
License/Certification/Designation: FINRA Series 6 or 7, 24, 63 and 65 or 66 required.
Experience: More than years requisite experience leading investment teams, preferably in mutual funds or similar products. Experience in the distribution of investment products to institutional and individual investors. Experience operating in a fiduciary capacity delivering investment advice a plus.
Knowledge, Abilities and Skills: Knowledge of all significant investment management products and services, including a detailed knowledge of all business and market trends that will impact these products. Excellent communication and interpersonal skills. Ability to lead a high-functioning team. Proactive, innovative and creative skill set to meet client and enterprise needs. Ability to motivate others and build cooperative team. Strong analytical, problem solving and organizational skills. Proven ability to effectively collaborate with others, initiate action and adapt to change.
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 Resources Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility: Not Eligible (Exempt).
Working Conditions: Normal office environment. Some travel may be required.
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.
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