Specialist, Business Development, Investment Management jobs in United States
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Nationwide · 4 days ago

Specialist, Business Development, Investment Management

Nationwide is a leading financial services organization dedicated to helping individuals and businesses prepare for their financial future. In this role, you will support the Annuity and Life businesses by providing investment research and analysis, collaborating with cross-functional teams, and managing platform relationships.

BankingFinancial ServicesInsuranceLife Insurance
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Responsibilities

Supports selected business segments within Nationwide Financial, providing investment research and analysis
Designs and coordinates plan investments per the menus of NIA and NFG
Coordinates and communicates portfolio construction and implementation process to plan sponsor decision makers
Performs current plan analysis, reporting, communication, negotiation and problem solving for the plan sponsor and the Nationwide Financial constituencies. Partners closely with Manager Strategies, Product Management and Asset Strategies teams to determine the best managers and asset mix for each business line 'case' presented
Provides recommendations on investment options that support the investment strategies
Works to become integrated part of the internal business unit team and product decision-making process
Assists in new product development that includes investments within variable insurance products as well as stand-alone investments (e.g. retail mutual funds, separate accounts, etc.)
Collaborates 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
May perform other responsibilities as assigned

Qualification

Investment ManagementData AnalysisCFA CertificationMicrosoft ExcelTableauInterpersonal SkillsCommunication SkillsProblem Solving

Required

Five years of related experience in financial services investment management
Strong interpersonal and communication skills
Ability to build and maintain strong working relationships with business unit and client
Ability to lead multiple tasks and projects
Ability to translate complex statistical data into information suitable for Management
Must have working knowledge of products, services and processes of the related business unit
Strong understanding of Nationwide Financial businesses, industry and competitors

Preferred

CFA/CFP certification preferred
Professional designations such as CFA, CIMA, or equivalent credentials are considered a plus
Demonstrated interest in or progress toward obtaining such credentials is also viewed favorably

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

Nationwide

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Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the United States.

Funding

Current Stage
Late Stage

Leadership Team

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Jim Grafmeyer
VP, Chief Enterprise Architect
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Tony Fenton
Vice President Commercial Lines Underwriting & Product - Commercial, E&S and Specialty
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