Nationwide Sr Consultant, IMG Account Mgmt in Columbus, Ohio
If you’re passionate about becoming a Nationwide associate and believe you have the potential to be something great, let’s talk.
Number 54 on the Fortune Magazine 100 Best Places to Work.
The ideal candidate would be a CFA charterholder.
This role will primarily support public sector pension plan consulting, as well as fund/manager research.
Series 6 or 7 will be required.
JOB SUMMARY: Responsible for the largest and most sensitive platform relationships. Develops and delivers reports on business line activities to IMG Account Mgmt. , Manager Strategies, Asset Strategies and Product Leadership, with respect to needs, changes, issues and competitive information pertaining to the business units supported by IMG. Work with the designated business units to represent NFG and NIA products. Design and coordinate plan investments per the menus of NIA and NFG. Coordinate and communicate to plan sponsor decision makers the portfolio construction and implementation process. Performs current plan analysis, reporting, communication, negotiation and problem solving for the plan sponsor and the NF constituents. Works closely with Manager Strategies, Product Management and Asset Strategies teams to determine the best managers and asset mix for each business line "case" presented. May manage some of the IMG Account Management staff.
Compensation Grade - H3
Reports to: IMG Account Mgmt leader
Responsible for supporting selected business segments within Nationwide Financial (such as IIG, IP, Retirement) regarding investment research and analysis.
Makes recommendations of investment options that support the investment strategies.
Serves as the key contributor and represents the Platform Consulting team on the internal business unit team and product decision making process.
Leads business units to understand product positioning and development, including investments within variable insurance products as well as stand-alone investments (e.g. retail mutual funds, separate accounts, etc.).
Works 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.
Maintains competitive edge through offering new investment products and marketing/sales ideas.
May direct associate management including: performance management, salary planning and administration, training and development, workflow and organizational planning, hiring and placement, and disciplinary actions.
Performs other related duties as assigned.
TYPICAL SKILLS AND EXPERIENCES:
Education: Undergraduate studies in business, finance, economics, accounting or a related field. Graduate studies preferred.
License/Certification/Designation: CFA / CFP certification preferred.
Experience: 10 years related experience in Financial Services investment management.
Skills/Competencies: Demonstrated skills in relationship management, managing others and communication. Must have excellent interpersonal and communication skills. Ability to develop and maintain lasting collaborative relationships with business unit and client. Ability to lead multiple tasks and projects. Ability to translate complex statistical data into information suitable for Management.
Knowledge: Expert knowledge of investment products and distribution strategy. Comprehensive understanding of NF businesses, industry, and competitors.
Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values and Guiding Behaviors.
Overtime Eligibility: Not-eligible (Exempt)
Working Conditions: Normal office environment. Extended work hours may be required based on workload. May require occasional travel.
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.
Credit Check: N/A
Safety Sensitive (SS): N/A
Job Evaluation Activity: 9/2009 DR (revised 9/2017)
Additional Job Description
Job ID: 54610