Senior Investment Professional, Client Advisory Services

About the role

This is a people leader role and will manage a team of four. This role does not qualify for employer sponsored work authorization. Nationwide does not participate in the STEM OPT extension program.

Responsibilities

• Utilizes significant judgement on moderate to complex portfolio and/or client matters. Works independently and infrequently requires guidance on more complex judgements. Accountable for multiple processes or programs. Has expertise in client management, communications, and organizational relationships.
• Demonstrates a broad knowledge of more than one discipline as a senior individual contributor of the team. Provides support and guidance to junior members of the team. Provides strategic contributions to Enterprise Portfolio Management.
• Manages day-to-day relationship and communication with clients/business partners.
• Interacts with Enterprise Portfolio Management and Asset Class Managers to understand tactical and strategic objectives.
• Effectively partners with other units within Investments and across the Company in support of achieving Investments and Company objectives.
• Works with clients and the investment team to identify solutions/opportunities to help clients achieve objectives/goals.
• Captures data and completes surveys and questionnaire requests.
• Creates high quality client presentations and delivers/presents institutional quality presentations.
• Serves as moderator for client meetings.
• Develops new content for reporting and presentations.
• Facilitates and edits asset class presentations for client audience.
• Defines and builds processes to improve efficiency of investment analysis and reporting.
• Conducts analysis of positional and transactional portfolio data.
• Reviews performance results and financial objectives.
• Understands client-based objectives and constraints by partnering with associates across Investments.
• Maintains registered investment adviser books and records.
• Supports other projects and activities as needed to meet department objectives.
• Problem solves complex matters and evaluates new requirements independently
• Mentors more junior members of the team

Requirements

The hired associate must reside within 35 miles of the following location: Columbus: One Nationwide Plaza, Columbus OH, 43215. Work schedule: 3 days in office, 2 days remote.

Qualifications

• Education: Bachelor’s Degree in finance or quantitative field. Master’s Degree and/or CFA designation preferred.
• Experience: 8-12 years of experience in investments, accounting or finance and/or previous insurance company experience. Client relationship management experience in a financial services setting is preferred.

Skills

• Exceptional analytical, critical thinking, and problem-solving capabilities
• Excellent written and verbal communication skills
• High energy, positive attitude, and team oriented
• Composed and decisive under pressure or when challenged
• Driven, self-motivated, and intellectually inquisitive
• Creative, organized, responsive, and detail oriented
• Applies financial knowledge and methods to address investment questions and facilitate improved decision making
• High degree of logic and reasoning skills
• Works autonomously with limited direction from manager
• Intermediate to advanced Excel skills; ability to manipulate and analyze large sets of data; advanced communication, writing, and PowerPoint slide development skills

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 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, and more. To learn more about the benefits we offer, click here.

Pay

The national salary range for Senior Investment Professional : $134,000.00-$224,000.00

Schedule

Work schedule: 3 days in office, 2 days remote.