VP & CFO, Retirement Solutions and Investment Mgmt Group

Job Description Summary

Job Description

Key Responsibilities:

• Serves as a key influence and participant in the development and execution of strategies that are designed to balance long-term growth, profitability, competitiveness, and risk management in the businesses. Develops analytics, recommendations, and portfolio solutions in support of product management, operational capabilities, and risk/return constraints.  Responsible for gaining Product Risk Committee and NF Risk Committee approval when necessary.

• Leads the businesses planning processes. Provides thought leadership, financial forecasting support, and key initiative reporting for the strategic plan. Develops the annual operating plan and supporting budgets (departmental, non-departmental, corporate allocation projections); and drives prioritization and funding of strategic and tactical initiatives based on the alignment with business plans and strategies.

• Provides oversight and leadership to financial analytics and insights including financial modeling & analysis, acquisition/adoption analysis, product profitability and pricing, regulatory compliance and Board reporting, case retention and other ad-hoc requests, to ensure appropriate support of the management decision process.

• Assesses and quantifies business risks and develops and implements risk management strategies in support of business tactics and goals. Monitors financial business performance against forecasts and assumptions; develops and assesses business opportunities to support business decisions for resource allocation and prioritization around product development and innovation efforts; Analyzes distribution channel and firm profitability.

• Actively participates in and influences the product development processes and supports operational teams in the business decision process. Manages and maintains pricing models and recommendations and develops and validates all assumptions including expenses and customer behavior.

• Develops and cultivates an engaging environment for Retirement Solutions and IMG Finance associates that supports both personal and professional development and growth. Works across NF Finance on talent training, talent acquisition and development.

• Maintains and oversees the request for proposal process including review and sign off on significant RFP’s, client meetings and finalist presentations. In coordination with sales, develops case acquisition strategies as well as key case retention strategies.

• Acts as the President of the Nationwide Trust Company. 

May perform other responsibilities as assigned.

Reporting Relationships:  Reports to SVP, Chief Financial Officer – Nationwide Financial. Leads a team of 3 direct reports and 60 indirect reports.

Typical Skills and Experiences: 

Education:  Bachelor’s degree in Finance, Accounting, Mathematics, or related field. 

License/Certification/Designation:  FSA, CPA or similar certifications required.

Experience:  Typically, 15 or more years of functional experience and 10 or more years of people management and industry experience.

Knowledge, Abilities and Skills:  Leadership, influence, problem-solving, agility, collaboration, decision-making, strategic thinking, strong financial acumen, presentation, and communications skills.

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 Nationwide Values.

Job Conditions: 

Overtime Eligibility: Not Eligible (Exempt)

Working Conditions: Normal office environment.  Some travel may be required.

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.

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.