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
Nationwide Financial is an insurance and financial service company focused on helping clients prepare to live in retirement. It was founded in 1996, and is headquartered in Columbus, Ohio, USA, with a workforce of 10001+ employees. Its website is https://nationwidefinancial.com.Company H1B Sponsorship
Nationwide Financial has a track record of offering H1B sponsorships, with 3 in 2026, 53 in 2025, 36 in 2024, 63 in 2023, 76 in 2022, 44 in 2021, 121 in 2020. Please note that this does not guarantee sponsorship for this specific role.