Partners with Regional Vice President (a.k.a., External Wholesaler) to strategically manage territory. Places calls and provides information about portfolio composition, relative to performance and product design. Develops and maintains relationships with registered representatives to promote the sale of Touchstone funds and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of funds across all disciplines (i.e., fund objectives, portfolio structures, investment management process and strategy, and fund benchmarks) and building a thorough understanding of key broker-dealers, including products, platforms, structure, specific firm strategy and major initiative. Works with minimal supervision and is responsible for independently making a broad range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
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