This role supports the National Platforms team with the overall sales process including, but not limited to, the following:

• Partners with relationship managers to provide quarterly and ad-hoc product updates to current and prospective clients.
• Conducts investment and competitive analysis using Morningstar Direct.
• Conducts research on new prospective clients utilizing company websites, Dakota, and other appropriate sources.
• Develops and maintains collaborative relationships with internal/external stakeholders to achieve sales objectives.
• Participates in assigned national platform team projects.
• Maintains client list for use by sales team and Nationwide internal partners.
• Develops and maintains product approval list by client firm.
• Serves as a technical consultant for other areas of the company, serving as a resource to internal/external stakeholders for their assigned area(s) of responsibility.
• Occasional travel for in-person client updates.
• Develops business on behalf of the Nationwide Investment Management in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.

Highly preferred technical skills:

• CFA, CAIA or CIMA-licensed or progress toward or desire to obtain is preferred.
• Investment acumen, sales and product management.
• Strong organizational skills and understanding of investment products, specifically mutual funds and ETFs.

Candidates must have FINRA Series 6 in hand at time of hire. FINRA Series 7 and 63 required and must be obtained within 120 days from date of hire.

This position will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location(s):

Columbus: One Nationwide Plaza, Columbus OH, 43215

Work schedule: 3 days in office, 2 days remote

It is our intention to fill this role in Columbus, Ohio. However, on occasion, applications from internal candidates working remotely who bring critical industry skills and relevant experience may be considered.

This role does not qualify for employer-sponsored work authorization.Nationwide does not participate in the Stem OPT Extension program.

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Job Description Summary

Job Description

Key Responsibilities:

• Builds and maintains strong business relationships with key sales clients to meet or exceed established sales goals, quotas, targets or objectives for their assigned area(s) of responsibility.

• Proactively schedules meetings with prospective clients and current clients for external sales partners.

• Develops and maintains collaborative relationships with internal/external stakeholders to achieve sales objectives.

• Partners with key stakeholders to support the development of territory business plans designed to increase territory sales.

• Analyzes lead management outputs and communicates to internal constituents.

• Develop and build remote market strategy within territory, including scheduling virtual and in person meetings.

• Conducts investment analysis and competitive analysis.

• Serves as a technical consultant to other areas of the company, including Sales and Product Development.

• Assists the sales team in identifying solutions for new business opportunities within the constraints of existing product and administrative capabilities.

• Participates in assigned sales projects.

• Develops business on behalf of the Nationwide Investment Management in a manner that supports a positive company image, in compliance with all required rules and regulations and ethical in all considerations.

• Maintains knowledge on current and emerging developments/trends for assigned area(s) of responsibility, assesses the impact, and collaborates with management to incorporate new trends and developments in current and future solutions.

• Meets or exceeds all department, and sales and/or activity goals for their assigned territory.

• Plans and executes marketing solutions within assigned territory.

• Serves as a resource to internal/external stakeholders for their assigned area(s) of responsibility.

May perform other responsibilities as assigned.

Reporting Relationships:Reports to Director, Institutional Sales.

Typical Skills and Experiences:

Education: Undergraduate studies in business administration or related field preferred. Participation in, or attainment of, technical coursework desirable.

Experience: Three years of related experience including, but not limited to, product plan administration and sales, customer service, sales consulting, relationship management, project management, communication and marketing.

Licenses/Certifications/Designations: FINRA Series 7 and 63 required.

Knowledge, Abilities and Skills: Marketing techniques and approaches, systems analysis and project management.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the hiring managers leader and HR Business Partner.

Values:Regularly and consistently demonstrates Nationwide Values.

Job Conditions:

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions:Normal office environment. Quarterly travel within territory.

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.