Specialist, Business Development, Investment Management
Core
Manage platform relationships, support business segments with investment research and analysis, and coordinate plan investments for Nationwide Financial's Investment Management Group.
Role type
Specialist, Business Development, Investment Management
Builds
Investment strategies, product recommendations, and plan implementation for business unit partners.
Domain
Financial Services / Investment Management
Required skills
Investment research and analysis, portfolio construction, plan analysis and reporting, negotiation, product development, cross-functional collaboration, stakeholder communication
Preferred skills
CFA/CFP certification, graduate studies in finance/economics/accounting, 5+ years in financial services investment management
Technologies
Morningstar Direct, Microsoft Excel, Tableau
Responsibilities
Design and coordinate plan investments per NIA and NFG menus; communicate portfolio construction and implementation to decision makers; perform current plan analysis and reporting; provide recommendations on investment options; assist in new product development for variable insurance and stand-alone investments; collaborate with marketing to position products; support sales associates with presentations.
Seniority
Mid-level Specialist (5 years experience required)