Senior Consultant, Sub-Advisory Mgmt

Are you passionate about being part of a team at a Fortune 100 company with nearly $70 billion in annual sales that delivers extraordinary care to help individuals and businesses prepare for and protect their future? If so, then Nationwide Financial could be the place for you! At Nationwide®, “on your side” goes beyond just words. Our customers and partners are at the center of everything we do and we’re looking for associates who are passionate about delivering extraordinary care.

Current or prior experience as an associate within Nationwide’s Investment Management Group (IMG) is highly preferred.

This is an individual contributor role and will not have direct reports.

Job Description Summary

Are you intrigued by every aspect of the investment business – from mutual funds to securities lending to the markets and beyond? Has your education, skills and professional experience prepared you to oversee all the essential work that delivers high quality investment services and substantial returns? If you are excited about putting your higher-level thinking to work in fund management, we’d like to know more about you!

In Nationwide’s Investment Management Group (IMG), we’ve earned a great reputation in the industry and we value team members who love this business and want to learn, grow and advance in the profession.

As a Senior Consultant, you'll perform daily responsibilities supporting the development, implementation and maintenance of consistent and scalable processes and communication strategies for sub-advisers to the Nationwide Funds. You will serve as relationship manager to sub-advisers to resolve issues, communicate expectations and follow up on action items. You'll lead the collaboration with other Nationwide Funds Group (NFG) departments to gather and analyze data.

Job Description

Key Responsibilities:

• Partners with departments to ensure that all request for proposals (RFP), due diligence questionnaires, period questionnaires, agendas for on-site meetings and forums, etc. incorporate requirements of all involved parties.

• Provides guidance and assists NFG leadership to ensure responses to all RFPs, questionnaires and other data requests are communicated throughout the NFG organization as appropriate.

• Serves as the primary relationship manager for sub-advisers regarding their relationship with NFG and its expectations and requirements.

• Participates in New Fund Task Force/ad hoc groups and be accountable for ensuring that all tasks relative to the implementation of a sub-adviser to a new or existing fund are communicated and completed.

• Manages the performance and analysis of data gathered from sub-advisers to ensure appropriate coordination of issues with internal committees and communication of final resolution.

• Serves as the relationship liaison between the sub-adviser, Nationwide Marketing and Nationwide’s sales team in the coordination of events and marketing materials

• Manages the preparation of reports for the Nationwide Mutual Funds (NMF) and Nationwide Variable Insurance Trust (NVIT) Board of Trustees and NFG executives and committees. Drafts and authorizes written correspondence between NFG and the sub-advisers.

May performs other responsibilities as assigned.

Reporting Relationships: Reports to the Senior Consultant, Staff Administration and may lead others. 

Typical Skills and Experiences:

Education: Undergraduate studies preferred.

Experience: Minimum of eight years in the financial services industry, with five years’ experience with oversight activities regarding mutual funds and some supervisory experience. 

Knowledge, Skills and Ability: Mutual fund products/trading, RFP process, fund board governance, code of ethics, proxy voting policies, affiliated transactions, soft dollar usage, portfolio compliance, operational oversight of sub-advisers and internal compliance programs. Excellent verbal and written communications skills. Strong organizational, follow-up and problem-solving skills. Ability to employ critical and analytical thought. Detail orientation. Good people leadership and project management skills. Able to work independently.

Other criteria, including leadership skills, competencies and experiences may take precedence.

Staffing exceptions to the above must be approved by the Vice President and HR Vice President.

Values: Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Exempt (Not eligible)

Working Conditions: Normal office environment.

ADA: The above statements cover what are generally believed to be principal and essential functions of this job. Specific circumstances may allow or require some people assigned to the job to perform a somewhat different combination of duties.

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.

Nationwide is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive culture where everyone feels challenged, appreciated, respected and engaged. Nationwide prohibits discrimination and harassment and affords equal employment opportunities to employees and applicants without regard to any characteristic (or classification) protected by applicable law.

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NOTE TO EMPLOYMENT AGENCIES:

We value the partnerships we have built with our preferred vendors. Nationwide does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Nationwide employee or hiring manager in any form without a signed Nationwide Client Services Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.

Nationwide pays on a geographic-specific salary structure and placement within the actual starting salary range for this position will be determined by a number of factors including the skills, education, training, credentials and experience of the candidate; the scope, complexity and location of the role as well as the cost of labor in the market; and other conditions of employment. If a Sales job, Sales Incentives, based on performance goals are possible in addition to this range. Note on Compensation for Part-Time Roles: Please be aware that the salary ranges listed below reflect full-time compensation. Actual compensation may be prorated based on the number of hours worked relative to a full-time schedule.

The national salary range for Senior Consultant, Adviser Management - Investment Management : $107,000.00-$190,000.00

The expected starting salary range for Senior Consultant, Adviser Management - Investment Management : $107,000.00 - $161,000.00