Specialist, Institutional Investment (National Platforms)

Nationwide
Columbus
Workplace: HybridFull timeUSD 71,000 - 133,000 annuallyFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Relationship management","Organizational skills","Customer service","Communication","Project management"]

Support the National Platforms sales process by conducting investment and competitive analysis and partnering with relationship managers to deliver product updates to institutional clients. Build and maintain client relationships, schedule meetings for external sales partners, and develop remote territory market strategies. Maintain client and product approval lists, act as a technical consultant to sales and product development, and help meet sales goals for mutual funds and ETFs within your assigned region.

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FursaFursa
Nationwide
Nationwide
6 days ago

Specialist, Institutional Investment (National Platforms)

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Last checked: 8 hours agoStatus: Live

Job Summary

Support the National Platforms sales process by conducting investment and competitive analysis and partnering with relationship managers to deliver product updates to institutional clients. Build and maintain client relationships, schedule meetings for external sales partners, and develop remote territory market strategies. Maintain client and product approval lists, act as a technical consultant to sales and product development, and help meet sales goals for mutual funds and ETFs within your assigned region.
Location: Columbus
Workplace: Hybrid
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Partner with relationship managers to provide quarterly and ad-hoc product updates to current and prospective clients.
  • •Conduct investment and competitive analysis and research new prospective clients using tools and available sources.
  • •Build and maintain strong business relationships with sales clients to meet sales goals and quotas for your assigned area.
  • •Proactively schedule meetings with prospective and current clients and support development of territory business plans to increase sales.
  • •Serve as a technical consultant/resource for internal and external stakeholders and maintain client lists and product approval lists.
Travel: Low travel

Pay and Benefits

Salary: USD 71,000 - 133,000 annually
Perks:Health InsuranceDentalVisionLife InsuranceLong-term DisabilityPaid Leave401kPensionPaid Holidays

Key Requirements

  • •FINRA Series 6 in hand at time of hire; FINRA Series 7 and 63 required and must be obtained within 120 days from hire.
  • •Three years of related experience in areas such as product plan administration, sales, customer service, sales consulting, relationship management, project management, communication, and marketing.
  • •Undergraduate studies in business administration or related field preferred.
  • •Highly preferred: CFA, CAIA, or CIMA-licensed or progress toward/desire to obtain.
  • •Strong understanding of investment products, specifically mutual funds and ETFs, plus investment acumen and sales/product management skills.
Experience:3+ years
Education:Bachelor's in business administration
Skills:Relationship managementOrganizational skillsCustomer serviceCommunicationProject management
Certifications:FINRA Series 6FINRA Series 7FINRA Series 63CFACAIACIMA
Tech Stack:Morningstar DirectDakota

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Nationwide
Nationwide is a mutual insurance and financial services company offering auto, home, life insurance, retirement planning, investments, and banking products for individuals and businesses across the United States.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Established Company
Headquarters: Columbus, United States
Founded: 1926
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