[Remote] Institutional Investment Consultant - Nationwide Financial
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.ResponsibilitiesIncrease Nationwide Mutual Fund assets under management (AUM) by attracting new assets and retaining existing assetsAnticipate and address client investment needs based on current market conditionsAdvise and consult financial advisors on how Nationwide Mutual Funds can help grow their business and meet their client needsDevelop a comprehensive understanding of the Nationwide investment suite and investment insights that can be shared to existing and prospective clientsBuild and maintains a territory business plan and adjusts accordingly to meet changing market conditionsRepresent Nationwide Mutual Funds at industry events and conferences to raise brand awareness and drive salesUse industry and competitive intelligence to achieve sales goalsBuild and execute optimal prospecting and client outreach strategies to conduct regular in person and virtual meetingsMaximize Nationwide resources to build brand awareness and achieve sales targetsLead and direct all sales efforts within defined territoryCollaborate with all internal partners and team members including, manager research, product, marketing, and sales teamsSkillsSeries 7 and 63 licenses requiredLiving within the territory is requiredBachelor's degree5-7 years of financial services industry experience3-5 years of investment product sales experienceExtensive knowledge of investment productsExperience in intermediary distribution and working with platforms, RIA's, and financial advisors across various channelsStrong interpersonal and analytic skillsExcellent team member who can find ways to contribute to growth and retention effortsAdvanced knowledge of investments and portfolio construction trendsExcellent presentation and written communication skillsAbility to build and maintain relationships with senior investment professionals within prospect and client firms and internally within Nationwide FinancialDisciplined and consistently follows established processesProven excellent organizational skills with the ability to prioritize opportunities, workload, and resources66 license strongly preferredAdvanced degree a plusCIMA or other advanced designations are a plusIdeal candidate will be based in the territory and have existing relationshipsBenefitsMedical/dental/visionLife insuranceShort and long term disability coveragePaid 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 dateNine paid holidays8 hours of Lifetime paid time off8 hours of Unity Day paid time off401(k) with company matchCompany-paid pension planBusiness casual attireCompany OverviewNationwide 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 SponsorshipNationwide 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.