Western & Southern Financial Group

Director and Senior Strategy Relations Officer

Business Development & Sales
Full Time


Summary of Responsibilities:

Acts as the primary contact for our distribution platform partner relationships in a sales and servicing role. Supports the internal and external wholesalers with information provided by our distribution partners. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to VPs and executive-level associates only when appropriate.


Position Responsibilities:

  • Acts as the primary contact for select strategic relationships.

  • Directly manages a select number of strategic relationships.

  • Identifies product needs of the distribution partner, and positions Touchstone’s products with home office personnel.

  • Sets Portfolio Manager conference calls and meetings.

  • Works with Marketing Department to coordinate marketing efforts between our distribution partner and Touchstone.

  • Serves as an efficient link to needs of Touchstone sales force and distribution partners.

  • Works with subadvisors to maximize marketing efforts.

  • Establishes national and regional conference calls with select strategic relationships.

  • Coordinates manager visits for regional meetings, conferences and top-producing financial professionals.

  • Enhances product relationships.

  • Positions Touchstone’s products at the key firm.

  • Identifies product needs of the distribution partner firm.

  • Sets Portfolio Manager conference calls and meetings.

  • Markets the research that Touchstone can provide.

  • Establishes regular visits to select strategic partnerships.

  • Promotes sales ideas and marketing efforts.

  • Discusses future marketing efforts.

  • Reviews activity reports.

  • Reviews production reports.

  • Acts as a member of Touchstone Investments’ Distribution Partner Agreement Review Committee.

  • Monitors subadvisor relationships.

  • Monitors subadvisor performance.

  • Makes recommendations on subadvisor action.

  • Performs other duties as assigned by management.


Selection Criteria:

  • Demonstrated sales and presentation skills that focus on relationship building in the distribution platform partner environment.

  • Proven ability to successfully interact with key contacts at our distrbution partners.

  • Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis. Cite examples of project management experience in planning, executing and maintaining a project from start to finish.

  • Demonstrated ability to work with home offices and internal marketing to develop value-added programs.

  • Demonstrated strong attention to detail with excellent organizational skills for large projects. Examples would include meeting coordination and organization of meetings for wholesaler events or coordination of Home Office visits for Portfolio Managers to introduce new investments.

  • Proven excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.

  • Proven analytical skills relative to investment performance of funds. This would include comparing and contrasting mutual funds relative to Morningstar and other industry standards.

  • Must be able to cite examples of self-motivation and experience working independently.

  • Demonstrated thorough understanding of a financial professional’s daily activities such as selling, managing and marketing investments to high-net-worth individuals.

  • Proven work experience directing others to initiate a recommended course of action to solve a problem or increase efficiency.

Work Setting:

  • This position primarily works in an office setting and remains in a continuous stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires substantial movement of wrist, hands and fingers for continuous computer work.

Educational Requirements:

  • Bachelor’s degree or commensurate selection criteria experience.

Computer Skills and Knowledge of Hardware & Software Required:

  • Working knowledge of word processing and spreadsheet applications.

Certifications & Licenses (i.e., Series 6 & 63, CPA, etc.):

  • FINRA Series 6 or 7 licenses.

  • FINRA Series 63 license required within 90 days of hire.

Position Demands:

  • Extended hours required during peak workloads or special projects.

  • Regional and nationwide travel approximately 25-50% of time.


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