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.
May perform other responsibilities as assigned .
Reporting Relationships: Reports to Director, Institutional Sales
Typical Skills and Experiences:
Education: Bachelor's degree and advanced degree a plus.
Licenses & Certifications: Series 7 and 63 required. CIMA or other advanced designations are a plus.
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 H uman Resource Business Partner.
Values: Regularly and consistently demonstrates the Nationwide Values.
Job Conditions:
Overtime Eligibility : Not Eligible (Exempt)
Working Conditions : Some travel will be required based on business needs.
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 quarDental insuranceVision insurance
Additional Information
Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, "on your side" goes beyond just words. Our customers and partners are at the center of everything we do and we're looking for associates who are passionate about delivering extraordinary care.
This Institutional Investment Consultant will service the territory of Massachusetts, Connecticut, Rhode Island, New Hampshire, and Maine for our Investments Management Group. The role will require the Series 7 & 63 licenses with the 66 strongly preferred. Living within the territory is required.
This is a G.99 band role.
#LI-COLE
Job Description Summary
Are you fascinated by the capital markets industry and driven to understand the investment side of the business? We distribute mutual funds for Nationwide's Investment Management Group, to our institutional and intermediary customers. If you can put your analytical, technical and customer service skills to work identifying and providing investment solutions to meet opportunities for growth, we want to know more about you!
As an Institutional Investment Consultant, you will be responsible for the distribution of Nationwide mutual funds within a defined territory, across all distribution channels (Independent advisors, Hybrid advisors, wire house advisors, and RIA), with an emphasis on larger RIA firms.
Job Description
Nationwide · MA