Provides financial accounting services for the Touchstone Mutual Funds and corresponding impact to Touchstone's business unit. Assists with the financial reporting responsibilities of the Touchstone Mutual Funds, including the preparation and review of the quarterly, semi-annual, and annual financial statements, management reporting and board reporting materials. Assists with the day-to-day oversight of Fund Accounting and Financial Reporting functions by interacting with third-party service providers and external auditors of the funds. Builds relationships with external service providers and external auditors. Participates with management as a business partner in the regulatory operations of the funds and the Touchstone Business Unit. Assists with potential...

Scans and indexes paper documents into workflow folders for further electronic processing for both fixed and variable products. Prioritizes imaging functions to fulfill client and representative requests in a timely and quality manner. All requests are to be handled in accordance with contract provisions, departmental standards, individual affiliate Partnership Agreements governing time service and Securities & Exchange Commission (SEC) procedural guidelines. Applies the correct indexing schema to each document by indicating the correct company, department, account, folder and policyholder name on each form and verifies clarity of image.

The licensed sales representative will sell Gerber Life Insurance products direct to consumer from various lead sources including, but not limited to, DRTV, direct mail, internet, partnership marketing and existing GLIC customers. The sales representative is responsible for taking care of the initial call driver and cross-selling other Gerber Life products as needs of the customer are developed. From time to time, an Insurance Sales Representative will handle service calls as they come in through the sales lines or as needed to help reduce service call volume. This position is fast-paced and demands sharp sales skills in order to identify and sell to the needs of our customers.

Summary of Responsibilities: This position represents Gerber Life through providing exceptional service to existing customers and engaging in consultative conversations using the Gerber Life Insurance Sales process. Processes transactions and ensures customers’ needs are met via inbound calls and outbound...

Under the direction of the Manager, Treasury Systems and Compliance, this position plays a key role within the Treasury department. Ensures that departmental operations and processes are implemented and executed in compliance with Enterprise policies and procedures as well as best-in-class Treasury practice. This associate also performs key tasks with respect to the administration of hundreds of bank accounts, the Enterprise corporate card program, system user administration across 25+ unique systems, and measuring Treasury department KPIs. Updates manager on an as-needed basis and identifies issues for escalation directly to area impacted and ensures remediation takes place.

Directs and manages outsourced tax compliance process in determining Western & Southern Financial Group's income tax liability for financial statement and legal compliance purposes, primarily federal tax. Responsibilities also include the timely completion and filing of all federal tax returns for W&SFG, controlled partnerships and tax-exempt entities. Directs the implementation of changes in tax legislation as they impact the Enterprise's tax and operations; federal, audits; tax cash flow planning and projections; and research on various issues received from the Vice President, Tax, or that arise in the compliance process. Provides assistance on accounting and tax planning for corporate joint ventures, acquisitions, formations, dispositions and...

Overall responsible for all performance and attribution information and delivery. Oversee the daily, monthly and quarterly production of accurate and timely portfolio and composite performance results and associated reporting. Review and distribute all equity and fixed income attribution data and reports. Responsible for ensuring all performance composites are maintained in accordance with the Global Investment Performance Standards (GIPS). Assist or lead projects as needed. Establish, implement and manage daily policy and procedures of the performance department to meet the needs of portfolio management, marketing and senior management in a manner which is compliant with SEC, GIPS and related regulatory rules, laws and requirements. Document all activities to...

Supervision of on-site or remote employees that are part of an Inbound Service Contact Center. Responsible for effective service team management in an on-site or virtual environment that includes but is not limited to motivating, mentoring, team building, developing, supporting, and coaching staff, in an effort to grow the business by driving key performance indicators.

Scans and indexes paper documents into the imaging system to trigger workflows for further electronic processing throughout the organization. Prioritizes imaging functions to fulfill requests in a timely and quality manner. All documents are to be handled in accordance with departmental standards including established time service and quality standards. Applies the correct indexing schema to each document to ensure appropriate downstream processes trigger if applicable.

Facilitates day-to-day functions with key Touchstone Fund service providers - custodian, liquidity vendor, 22c2 vendor, fund accountant, transfer agent, sub-advisors, prime broker, commission recapture vendors and sub-administrator. Coordinates problem resolution with and between Touchstone service providers. Works closely with Touchstone sub-advisors and custodian to research and resolve issues, implement new foreign market registration, maintain oversight on custody account balances and the Securities Lending program. Helps to facilitate operational aspects of various Touchstone strategic product initiatives. Assists with regulatory oversight of Touchstone's third party broker-dealer omnibus relationships to ensure adherence to the industry and firm's policies...

Analyzes, researches and completes a thorough review and processing of applications submitted for new fixed and variable annuity contracts. Analyzes, researches and completes financial contract requests (withdrawals, trades, etc.) and death claim functions for variable and fixed annuity products. Supports these functions for all annuity products distributed by Western & Southern, IFS, Columbus Life, Integrity Life, National Integrity Life and third-party affiliates. Prioritizes and conducts functions to fulfill client and representative requests in a timely and accurate manner in accordance with fixed and variable annuity contract provisions, state regulatory requirements, departmental and Securities & Exchange Commission (SEC) procedural guidelines and...

We are seeking a skilled and forward-thinking developer to join our GenAI development team, contributing to the advancement of a Retrieval-Augmented Generation (RAG)-based platform that supports a variety of knowledge tasks. This system is a cornerstone of our internal GenAI innovation efforts—designed to capture, store, and generate knowledge from a wide range of sources including documents, databases, web content, and data services. The ideal candidate will have experience building generative AI applications using APIs to large language models (LLMs) such as OpenAI GPT, Llama, Gemma, and similar. Full-stack development experience is highly desirable, with strong proficiency in Python, SQL, and React. Deep familiarity with LLM prompting best practices is...

Participates in the design, development, testing, implementation and subsequent maintenance of Lafayette Life's life insurance and annuity products on their administration and illustration system platforms. Works with the Project Management Office to promote the timely completion of new product development projects. Ensures that calculations are accurately performed and kept with the intended and approved product design. Leads efforts to research and solve product problems. Coordinates programming change request process and supports testing of revised code. This position is expected to be able to work independently and escalate issues appropriately.

Analyzes, researches, interprets and authorizes nonforfeiture options, premium income, second-level unique contract changes and New Business applications. Responsible for making informed decisions and manually calculating fund values for interest-sensitive products. Fosters and supports associates at the Processor, Specialist and Analyst levels to ensure accuracy and provide training when necessary. Must possess a complete understanding of accounting controls. Provides superior-level support to clients, agents, district offices and internal customers. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates on a regular basis.

The Administrative Assistant's primary role is providing administrative support to the Gerber Life Insurance Contact Center Team. As needed, the Administrative Assistant also provides administrative support to the Operations Management Team  and White Plains personnel.

Protects Company associates from bodily harm and Company property from loss by fire, severe weather, burglary or vandalism. Performs various security duties. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.

Responsible for administering all the functions required to appoint and maintain external agencies and agents with Gerber Life in order to sell insurance products.

Provides legal advice and counsel on insurance and annuity matters to all Western & Southern Financial Group business and shared service units. Provides legal advice on both a preventive basis and after issues have arisen. Manages insurance and annuity litigation and disputes directly and/or through outside counsel. Works with minimal supervision and escalates to law and business unit management as appropriate.

Produces or modifies computer programs of all sizes and complexity. Solves systems and program problems. Recommends courses of action on new application jobs, while considering the total system spectrum, from source document origination to final systems output and handling. Handles a moderate level of research, analysis, definition and documentation on all facets of the job. Works with some supervision and is responsible for making a moderate range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.

Collaborates with stakeholders to identify and articulate business and stakeholder requirements, as well as identify the solutions that will maximize the value delivered. This includes interviewing stakeholders, eliciting, analyzing, specifying and validating business, stakeholder, solution and transition requirements, and communicating those requirements to solution/development teams through the software development life cycle (Agile, Waterfall, Iterative). Applies proven communication, modeling, analytical, problem-solving, facilitation, negotiation, influence and leadership skills to ensure stakeholder expectations are met. Produces requirements on large, complex Enterprise projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...