Utilizes financial industry knowledge, training and/or experience to make informed recommendations across the breadth of the Western & Southern Financial Group product portfolio to clients as a result of a review of their current financial situation and current products held. Must meet or exceed established sales goals (policies and premium placed) and perform job functions according to prescribed contact center metrics. Assesses needs of current and prospective clients using established integrity selling techniques and needs analysis systems in an inbound and outbound contact center environment. Makes appropriate financial services product recommendations utilizing the Western & Southern product portfolio. Accesses other company product portfolios as...

The Customer Service & Sales Associate position is a full-time position handling inbound and/or outbound customer service and/or sales calls based on business needs. Effectively answers questions related to existing contracts and products. Makes appropriate financial services product recommendations utilizing the assigned product portfolio. Responsible for making a defined range of decisions, escalating to leadership when necessary and updating leadership on a regular basis. Performs duties as determined by EEC leadership based on workload.

Independently evaluates and classifies risks on applications for life, accident and critical illness insurance including supplemental benefits and policy changes in accordance with mortality and morbidity pricing assumptions. Underwrites life insurance applications and associated risks. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with Field Sales associates and applicants, which may involve explaining the reasons the Company took adverse action on an application and attempting to diminish any negative reaction by the applicant. Develops a strong knowledge of human physiology in order to glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of...

Independently evaluates and classifies risks on applications for life, accident and critical illness insurance including supplemental benefits and policy changes in accordance with mortality and morbidity pricing assumptions. Underwrites life insurance applications and associated risks. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with Field Sales associates and applicants, which may involve explaining the reasons the Company took adverse action on an application and attempting to diminish any negative reaction by the applicant. Develops a strong knowledge of human physiology in order to glean the necessary information from the data collected. In addition, builds a high level of knowledge of other technical aspects of...

Establishes with clients by researching, analyzing and resolving service requests and complaints. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Works with minimal supervision and is empowered to make an established range of decisions; escalating issues to the team lead or manager when necessary. Is expected to utilize critical thinking skills to resolves issues and de-escalate client interactions, escalating to manager when appropriate. Performs duties as determined by CRC leadership based on workload and assigned resources.

Responsible for creating the content strategy for Touchstone Investments. Develops and executes upon a detailed plan for the creation, management and promotion of engaging content in the form of product-related content (fund fact sheets and commentaries), sales presentations, events, email, webpages and similar. This strategy will support the business' sales goals by identifying the types of content that will help pursue those goals, and by tracking usage performance. The content is expected to both drive traffic to our online platforms, and sales teams, while providing value to customers and prospective customers. Proactively collaborates with internal customers/sales and product management to define and deliver business and/or project needs. Oversight...

Highly creative, UX and UI designer that creates delightful user experiences for our web and mobile products. Requires a proven history of web design, graphic design and user experience design with innovative, highly usable interfaces and a deep knowledge of website design and development. Applies broad knowledge of user-centered design concepts, market research and analytics to articulate and develop the end-user experience, making the visual design delightful and the user interaction intuitive while meeting user and business objectives. Develops user personas, journey maps, design concepts, low-mid-high fidelity wireframes and design comps, and graphic design elements for responsive web and mobile applications that can be translated into rapid prototypes,...

Responsible for managing the product backlog and execution on behalf of business units in coordination with IT and other Shared Services departments. Contributes to developing the product capabilities roadmap supporting the Enterprise strategy. Serves on the Product Team in the Product Owner role as the business subject matter expert for the product. Partners with product team associates and business units on the prioritization and execution of initiatives ensuring business goals are realized through features and functionality of the product. Supports other related digital product activity. Collaborates with internal teams, clients and developers throughout the development lifecycle and drives initiatives from concept to launch and beyond. Communicates with all...

The Corporate Flight Administrator is responsible for coordinating all aspects of corporate aircraft operations to ensure safe, efficient and seamless travel experiences for senior management and other authorized passengers. This role manages flight scheduling, passenger communication, trip logistics, and maintenance coordination in close collaboration with a dedicated aircraft management company, flight crew, and executive staff. Demonstrates exceptional attention to detail, professionalism and discretion while supporting a dynamic travel schedule.

Individual contributor that works under limited supervision. Applies subject matter knowledge; requires capacity to understand specific needs or requirements to apply skills/knowledge. Project facilitator who guides cross-functional teams in executing the principles of the Agile Scrum and Kanban framework. Provides servant leadership to a team or teams and facilitates planning, team learning in the form of reviews and retrospectives, and adaptation of the process to ensure quality of team/solutions. Provides training and mentorship to new teams and junior Scrum Masters. Champions Agile principles and the framework to the organization. Ensures the tracking and reporting of daily activities. Responsible for removing impediments that prevent a team from completing the work it has...

This role works closely with the SQA and Development Leadership to define data warehouse and Business Intelligence testing strategy and processes in line with enterprise standards. The candidate is responsible for creating, executing and maintaining a project level data testing strategy and framework for a given set of data testing tools and demonstrating innovations to increase data warehouse testing efficiency.

Works closely with the testing and development teams to create automation scripts in line with existing functional aspects of the application's testing efforts. Responsible for creating and maintaining automated scripts library.

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 small-to-medium, lesscomplex projects that require planning, elicitation, documentation, analysis and management of business. Acts as a...

Deliver high-touch wealth management services to new and existing clients. Partner with Wealth Planners to build, enhance, and execute a client acquisition strategy. Execute within the PCG investment paradigm that draws best thinking from all Fort Washington investment resources while delivering it to clients in a personalized fashion. Deliver repeatable investment processes in a scalable manner. Manage a variety of portfolios consisting of stocks, bonds, ETF's and mutual funds in order to meet investment goals. Develop and implement both a tactical and strategic investment plan to meet the client's long-term objectives. Invest the portfolio using securities of internal portfolio managers, ETF's, as well as externally and internally managed mutual funds. Monitor the individual...

Is responsible for producing timely and accurate proposals, and installation of qualified retirement plans while supporting the sales function of the Retirement Services Department. Also responsible for providing client service through the sales and installation process.

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 extensive research, analysis, definition and documentation on all facets of the job. Recommends the appropriate hardware solution for the application. Provides mentoring support for less experienced programming staff. 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.

Provides quality administrative support in a timely and efficient manner to the President of Fort Washington Investment Advisors (FWIA). Works with some supervision and is responsible to make a minimal range of decisions, escalate to manager when appropriate and update manager on a regular basis.

Works as a part of a team to provide a safe working environment for Company associates. Protects Company assets from loss due to fire, severe weather, theft and vandalism. Controls access to Company property by ensuring appropriate identification and credentials of associates and visitors Performs various security duties. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Shift Sergeant when necessary and updating Shift Sergeant on a regular basis.

Provides leadership and direction to support business objectives of Western & Southern Financial Group (W&SFG) through cost-effective use of technology, staff and appropriate business practices. Leads production support and development efforts for application programming and/or technology infrastructure team(s). In addition to normal managerial expectations, ensures efficient, cost-effective operation, and oversees project development and implementation. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to executive-level associates only when appropriate.

Responsible for all performance and reconciliation functions, including the prioritization of projects and ad-hoc requests. Oversees the calculation and delivery of portfolio and composite performance on a daily, monthly and quarterly basis from Eagle Pace.  Plays integral role in firm wide compliance with GIPS standards.  Oversees daily and monthly reconciliation functions for Institutional and PCG business lines.