[Remote] Institutional Investment Consultant - Nationwide Financial

Note: The job is a remote job and is open to candidates in USA. Nationwide Financial is a Fortune 100 company focused on helping individuals and businesses prepare for and protect their future. The Institutional Investment Consultant will be responsible for distributing Nationwide mutual funds within a defined territory, advising financial advisors, and increasing assets under management.

Responsibilities

• Increase Nationwide Mutual Fund assets under management (AUM) by attracting new assets and retaining existing assets
• Anticipate and address client investment needs based on current market conditions
• Advise and consult financial advisors on how Nationwide Mutual Funds can help grow their business and meet their client needs
• Develop a comprehensive understanding of the Nationwide investment suite and investment insights that can be shared to existing and prospective clients
• Build and maintains a territory business plan and adjusts accordingly to meet changing market conditions
• Represent Nationwide Mutual Funds at industry events and conferences to raise brand awareness and drive sales
• Use industry and competitive intelligence to achieve sales goals
• Build and execute optimal prospecting and client outreach strategies to conduct regular in person and virtual meetings
• Maximize Nationwide resources to build brand awareness and achieve sales targets
• Lead and direct all sales efforts within defined territory
• Collaborate with all internal partners and team members including, manager research, product, marketing, and sales teams

Skills

• Series 7 and 63 licenses required
• Living within the territory is required
• Bachelor's degree
• 5-7 years of financial services industry experience
• 3-5 years of investment product sales experience
• Extensive knowledge of investment products
• Experience in intermediary distribution and working with platforms, RIA's, and financial advisors across various channels
• Strong interpersonal and analytic skills
• Excellent team member who can find ways to contribute to growth and retention efforts
• Advanced knowledge of investments and portfolio construction trends
• Excellent presentation and written communication skills
• Ability to build and maintain relationships with senior investment professionals within prospect and client firms and internally within Nationwide Financial
• Disciplined and consistently follows established processes
• Proven excellent organizational skills with the ability to prioritize opportunities, workload, and resources
• 66 license strongly preferred
• Advanced degree a plus
• CIMA or other advanced designations are a plus
• Ideal candidate will be based in the territory and have existing relationships

Benefits

• 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

Company Overview

Company H1B Sponsorship