Summary of Responsibilities:

Initiates, develops and maintains sales of the Touchstone Funds within institutional markets.  These markets include RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances within the assigned territory.  Demonstrates principled leadership and sound business ethics; shows consistency of values and behavior; and builds trust with others through own authenticity and follow-through on commitments.

Position Responsibilities:

• Clearly defines and executes a tactical plan to demonstrate progress toward increasing Touchstone Investment’s market share in all profitable fields of play.
• Builds relationships with RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances.
• Identifies new gatekeepers and centers of influence that have the ability to leverage distribution.
• Schedules and conducts outside and inside sales calls to institutional markets.  Demonstrates where funds should be positioned within an asset allocation strategy.
• Works in partnership with National Account Managers to place Touchstone Funds within assigned broker-dealer recommended lists and model portfolio programs.
• Deeply understands the investment portfolios offered by Touchstone.  Is able to speak intelligently about the funds’ process, positioning and holdings.
• Stays current on the market by reviewing periodicals, fund performance and manager philosophy to engage in topical conversations in the institutional markets environment.
• Manages territory to maximize sales with the efficient use of agreed-upon expenses.  Budgets estimated sales and institutional support expenses on an annual basis.  Submits expense reports weekly.
• Attends/conducts seminars and conferences.
• Accurately maintains and updates CRM database for territory to support all business development activities.
• Works to retain existing assets and clients.  Works with the Home Office to follow up on significant redemptions.
• Performs other duties as assigned by management.

Selection Criteria:

• Must have a minimum four to eight years of related sales experience.
• Demonstrated established relationships and book of business within the institutional marketplace.
• Proven ability to analyze investment managers to differentiate them from their competition.
• Demonstrated 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.   
• Demonstrated superb presentation skills.
• Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency.
• Must be able to cite examples of self-motivation and experience working independently.
• Demonstrated strong attention to detail with excellent organizational skills.  Cite examples of organization and time management methods used to manage or prioritize workload demands.
• Proven experience handling multiple duties, and completing assigned tasks accurately and on a timely basis.
• Demonstrated successful experience in the institutional marketplace or in the financial services industry.
• Proven substantial knowledge of investment management concepts, disciplines and strategies.

Work Setting:

• This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. 
• Position requires frequent movement of wrist, hands and fingers for continuous computer work.

Educational Requirements:

• Bachelor’s degree; MBA preferred.

Computer Skills and Knowledge of Hardware & Software Required:

• Working knowledge of word processing and spreadsheet applications, along with salesforce.com CRM.
• Zephyr StyleADVISOR, Morningstar Direct, Discovery Database and RIA Database preferred.

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

• FINRA Series 7 and 66 licenses required.
• CFA preferred.
• Valid driver’s license and satisfactory driving record.
• Maintain appropriate vehicle insurance.

Position Demands:

• Extended hours required during peak workloads or special projects.
• Extensive travel required.
• Ability to drive personal vehicle over relatively large geography which will include extensive daily and overnight travel.