Western & Southern Financial Group

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Search Results Page 2 of 6

Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The private funds and regulatory compliance officer is an experienced sole contributor that assists the chief compliance officer (CCO) in the management of compliance processes in support of Fort Washington Investment Advisors, Inc. ("Fort Washignton"). Provides compliance oversight, regulatory guidance instituting effective governance and risk management practices. Partners with chief compliance officer and senior management in the development and application of strategic vision for the culture of compliance for an SEC registered Investment Adviser. The private funds and regulatory compliance officer is responsible for assisting the CCO in maintaining regulatory, risk, and governance oversight by analyzing, and establishing internal controls. The Private funds and regulatory compliance officer will own and lead compliance program activities, including oversight of business requirements and internal controls for Fort Washignton's primary lines of business, liasing with senior management and departmental management, supervising the conduct of needs analysis’ and coordinating the reviews of client and vendor agreements, policies and procedures, and complaints. The private funds and regulatory compliance officer manages all compliance efforts associated with Fort Washington's related broker-dealer activities, including the development, implementation and supervision of written policies and procedures and marketing materials. In support of the CCO, the private funds and regulatory compliance officer will manage business risks by coordinating and leading compliance projects and monitoring of compliance and regulatory governance requirements. The private funds and regulatory compliance officer collaborates with the CCO in attending and supporting various governance oversight committees, manages multiple deadlines, responds to requests from regulators, responds to moderately complex compliance questions, leads project teams, and works in a semi-autonomous fashion with limited daily supervision, making a broad range of critical decisions. The private funds and regulatory compliance officer additionally manages the preparation of reports or other actions requested by the parent entity, W&S Financial Group, for presentation to Fort Washington's board of directors.
Function
Compliance & Legal
ID
2022-18777
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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.
Function
Business Development & Sales
ID
2022-18776
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Credit Analyst II (Investment Grade) is responsible for the ongoing analysis of BBB and higher rated securities of assigned sectors within Fort Washington’s public and private corporate bond portfolios.  Analysis will focus on both industry and company-specific fundamentals as well as relative value, risk positioning, and security-specific trade ideas that support the overall client mandate. 
Function
Investment Management
ID
2022-18774
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs data-driven analyses, problem solving and algorithm development through the systematic application of mathematics, statistics and computer science with cutting edge data mining and machine learning technologies. Tackles relevant business concerns by providing strategic intelligence for fundamental and high impact business questions that directly impact the direction of the Company. Works closely with business partners and stakeholders to transform findings into actionable business opportunities.
Function
Business Development & Sales
ID
2022-18769
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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.
Function
Insurance Operations
ID
2022-18752
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
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 and outbound calls.
Function
Call Center & Customer Service
ID
2022-18744
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Investment Manager works as a key member of Eagle’s investment team to source, underwrite, negotiate and close potential mortgage and/or equity real estate investments. This individual plays a crucial role in the development of Eagle Realty Group’s real estate investment strategies across a variety of asset classes and geographic regions. The Investment Manager also plays an important role in helping to streamline and standardize the firm’s investment process by recommending and implementing process improvements. The Investment Manager works closely with senior members of the team in negotiating, underwriting and closing real estate investments. In this role, the Investment Manager is responsible for four primary functions: - Source new investment opportunities. - Negotiate and underwrite new investments. - Process investment due diligence. - Close new investments. The Investment Manager drives the success of Eagle Realty group by maintaining and expanding relationships, sourcing and identifying appropriate investment opportunities, collaborating with the balance of the team to perform the appropriate financial and market analyses for new investments, negotiating investment terms, obtaining investor approvals, and by overseeing and managing the closing process. Over time, with demonstrated experience, this individual will assume more responsibilities with respect to establishing new relationships, expanding into new markets and asset classes, and collaborating with senior management to identify and implement new investment strategies. Works with minimal supervision and is responsible to make a broad range of decisions, updating manager on a regular basis and escalating to manager when necessary.
Function
Investment Management
ID
2022-18741
Subsidiary
Eagle Realty Group, LLC
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides legal services on complex matters and/or on matters involving low- to medium-sized dollar amounts with moderate direct supervision.  Reports to Assistant General Counsel.
Function
Compliance & Legal
ID
2022-18738
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: As a Senior Programmer Analyst you will support Robotic Process Automation initiatives across the Enterprise. You will be a member of the Center of Excellence specializing in Robotic Process Automation (RPA), participating in design, development and testing phases of the software development lifecycle. You will be proficient in understanding coding techniques, testing strategies, and application implementations while staying current in application development trends of RPA.  Other desired qualities include strong communication and collaboration skills while working directly with a variety of business partners.
Function
Information Technology
ID
2022-18735
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: As a Programmer Consultant you will support Robotic Process Automation initiatives across the Enterprise. You will be a member of the Center of Excellence specializing in Robotic Process Automation (RPA), participating in discovery, design, development and testing phases of the software development lifecycle. You will be proficient in understanding coding techniques, testing strategies, and application implementations while staying current in application development trends of RPA. You will be responsible not only for developing automations, but for general consulting on automation ideas as they are presented from the business. In addition, you will handle infrastructure support and maintenance of the servers and automation tools (UiPath), as well as provide support and guidance to other RPA developers. Other desired qualities include strong communication, project management and collaboration skills while working directly with a variety of business partners.
Function
Information Technology
ID
2022-18734
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: As an IT Business Analyst you will support Robotic Process Automation initiatives across the Enterprise. You will be a member of the Center of Excellence (CoE) specializing in Robotic Process Automation (RPA), collaborating with stakeholders to identify and articulate business requirements. This includes interviewing stakeholders and Subject Matter Experts, eliciting, analyzing and validating requirement and communicating those requirements to the Developers. As a liaison between the business and the RPA CoE Developers, you will translate business needs into IT requirements, and through effective communication, resolve any gaps in understanding.
Function
Information Technology
ID
2022-18733
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Executes web content and projects related to internal and external websites, email marketing initiatives, including the management of brand and development, distribution strategy, contact database management, SPAM requirements and compliance with the Marketing & Digital Center of Excellence (M&DCOE) best practice standards for format and cross browser/platform compatibility. Implements and executes initiatives related to digital marketing strategies on behalf of the Business Units. In conjunction with the M&DCOE, develops reports that provide email statistics, digital metrics and web analytics. Works under minimal supervision and is responsible to independently make a range of established decisions, escalating issues to Manager as appropriate..
Function
Business Development & Sales
ID
2022-18722
Subsidiary
IFS Financial Services, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Partners with Regional Vice President (aka external wholesaler) or National Account Managers (NAMs) to strategically manage territory; places calls and provides information about product features and benefits; develops and maintains relationships within assigned territory to promote the sale of W&SFGD products; works with minimal supervision and is responsible for making a range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Function
Business Development & Sales
ID
2022-18715
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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.
Function
Compliance & Legal
ID
2022-18705
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Works with minimal supervision, and provides limited consultation to plan sponsor or agent only when approved by a Sr. Pension Administrator or Manager.
Function
Finance & Accounting
ID
2022-18699
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs plan administrative services for assigned group of plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Works with minimal supervision and provides limited consultation to plan sponsor or agent only when supervised by a Sr. Pension Administrator or Manager.
Function
Finance & Accounting
ID
2022-18698
Subsidiary
Western & Southern Financial Group
Job Locations US-NY-WHITE PLAINS
Summary of Responsibilities: Under the direction of the Compliance Manager, the Corporate Paralegal manages multiple tasks relating to record management, project tracking, litigation management, budgeting and invoice management and administrative support. The Corporate Paralegal supports members of the Legal and Compliance team and works with both internal and external partners on legal, compliance and related matters. Works with moderate supervision, escalating to manager when appropriate and updating manager on a regular basis.   Salary:$ 66,000-$84,000 Annually
Function
Compliance & Legal
ID
2022-18695
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Establishes and proactively maintains relationships with agents/producers as well as internal and external clients. 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 and providing updates on a regular basis. Coordinates and monitors workflow procedures with various departments to effectively complete service requests. Meets established performance objectives and service levels by achieving production and service standards.
Function
Insurance Operations
ID
2022-18673
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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, social media posts, blogs, 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 responsibility for agencies, internal/external writers, videographers, voice-over artists, and graphic designers to ensure that all content meets standards of quality, matches the in-house style guide, and is completed before the deadline. - Serves as subject matter expert for content creation
Function
Business Development & Sales
ID
2022-18669
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Examines, investigates and evaluates information from policyholders, attorneys, physicians, hospital personnel, police departments, employers, State Medicaid personnel, funeral homes, Probate courts and other professionals needed to determine the disposition of life, annuity, health and disability claims within authority limits. Benefit and coverage decisions made are susceptible to litigation and/or significant monetary damages. In addition to claim handling, handles second-level support calls from the Client Relationship Center (CRC) and direct customer support to clients and financial representatives. Provides prompt and courteous customer service to external and internal customers, and provides job-specific training for new hires in addition to training on specialized processes.
Function
Insurance Operations
ID
2022-18663
Subsidiary
Western & Southern Financial Group

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