Specialist, Business Development, Investment Management

NBMBAA; Columbus (OH); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Life insurance

Short and long-term disability

Paid time off with 18 days minimum per

Nine paid holidays and Unity Day paid

401(k) with company match

Company-paid pension plan

Business casual attire

Job summary

Nationwide Financial is seeking a Specialist to manage platform relationships within the Investment Management Group (IMG). You will develop reports on business line activities and partner with business units to represent NFG and NIA products.

This role requires strong analytical abilities, experience in investment research, and the ability to translate complex data into actionable insights while collaborating across teams to drive strategic initiatives.

Qualifications

• Education: Undergraduate studies in business, finance, economics, accounting or a related field. Graduate studies preferred.
• License/Certification/Designation: CFA/CFP certification preferred.
• Experience: Five years of related experience in financial services investment management.

Responsibilities

• Analyze and interpret complex data using Morningstar Direct, Excel, and Tableau.
• Identify trends and provide actionable insights to support strategic planning and decision-making.
• Collaborate cross-functionally to support high-impact projects and initiatives.
• Communicate effectively with stakeholders to ensure alignment and drive results.
• Supports selected business segments within Nationwide Financial, providing investment research and analysis.
• Designs and coordinates plan investments per the menus of NIA and NFG.
• Coordinates and communicates portfolio construction and implementation process to plan sponsor decision makers.
• Performs current plan analysis, reporting, communication, negotiation and problem solving for the plan sponsor and the Nationwide Financial constituencies.

Skills

Strong analytical skills

Communication skills

Interpersonal skills

Education

Bachelor's degree in business/finance/economics/accounting

Graduate studies preferred

Tools

Morningstar Direct

Microsoft Excel

Tableau

Job description

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.

Enjoy the vibrant energy of the Arena District, working in-office on a hybrid basis.

This position will be hired on a SuccessFlex basis.

The hired associate must reside within 35 miles of the following location(s):

Columbus: One Nationwide Plaza, Columbus OH, 43215

Work schedule: Onsite Tuesday - Thursday fostering collaboration and team engagement.

This role does not qualify for employer-sponsored work authorization. Nationwide does not participate in the Stem OPT Extension program.

Are you looking to take the next step in your investment and financial services career within a dynamic, growth-focused environment? This role offers a unique opportunity to apply your expertise in a collaborative and forward-thinking team.

As a key contributor, you’ll engage with business partners to proactively and responsively support their evolving needs. Your work will span across teams within IMG and NF, helping to drive strategic initiatives, deliver impactful solutions, and provide data-driven insights that influence critical business decisions.

Key Responsibilities:

• Analyze and interpret complex data using tools such as Morningstar Direct, Microsoft Excel, and Tableau.
• Identify trends and provide actionable insights to support strategic planning and decision-making.
• Collaborate cross-functionally to support high-impact projects and initiatives.
• Communicate effectively with stakeholders to ensure alignment and drive results.

What We’re Looking For:

• Strong analytical skills with a keen ability to interpret data and uncover trends.
• Proficiency in data tools and platforms (Morningstar Direct, Excel, Tableau).
• Excellent interpersonal and communication skills.
• Detail-oriented, collaborative, and adaptable in a fast-paced environment.
• Professional designations such as CFA, CIMA, or progress toward these credentials are a plus.

Internal Note: Compensation Grade F4

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 Specialist, you'll be responsible for managing platform relationships. You'll assist with developing reports on business line activities and partner with the designated business units to represent NFG and NIA products.

Job Description

Key Responsibilities:

• Supports selected business segments within Nationwide Financial, providing investment research and analysis.
• Designs and coordinates plan investments per the menus of NIA and NFG.
• Coordinates and communicates portfolio construction and implementation process to plan sponsor decision makers.
• Performs current plan analysis, reporting, communication, negotiation and problem solving for the plan sponsor and the Nationwide Financial constituencies. Partners closely with Manager Strategies, Product Management and Asset Strategies teams to determine the best managers and asset mix for each business line "case" presented.
• Provides recommendations on investment options that support the investment strategies.
• Works to become integrated part of the internal business unit team and product decision-making process.
• Assists in new product development that includes investments within variable insurance products as well as stand‑alone investments (e.g. retail mutual funds, separate accounts, etc.).
• Collaborates with Marketing departments of IMG and internal business units to position IMG products for success.
• Supports sales associates with presentations and data communicating benefits of fund options and selection/monitoring process.

May perform other responsibilities as assigned.

Reporting Relationships:

Reports to IMG Account Management leader.

Typical Skills and Experiences:

Education: Undergraduate studies in business, finance, economics, accounting or a related field. Graduate studies preferred.

License/Certification/Designation: CFA/CFP certification preferred.

Experience: Five years of related experience in financial services investment management.

Knowledge, Abilities and Skills: Strong interpersonal and communication skills. Ability to build and maintain strong working relationships with business unit and client. Ability to lead multiple tasks and projects. Ability to translate complex statistical data into information suitable for Management. Must have working knowledge of products, services and processes of the related business unit. Strong understanding of Nationwide Financial businesses, industry and competitors.

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

Staffing exceptions to the above must be approved by the hiring manager’s leader and HR Business Partner.

Values:

Regularly and consistently demonstrates the Nationwide Values.

Job Conditions:

Overtime Eligibility: Not-eligible (Exempt)

Working Conditions: Normal office environment. Extended work hours may be required based on workload. May require occasional travel.

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

• 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 holidays8 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.

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