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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 investment products and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of investment products across all disciplines (i.e., investment product objectives, portfolio structures, investment management process and strategy, and investment product 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...
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The Vice President of Media Strategy will be responsible for driving insights and aiding overall media transformation for Gerber Life, the DTC marketing engine of Western & Southern Financial Group. The VP of Media Strategy is a key strategic leader within the Gerber Life marketing organization, responsible for shaping and operationalizing marketing messages through media excellence and execution. This role partners closely with the SVP of DTC Marketing, and cross-functional executive stakeholders such as Director Brand and Creative Strategy, and the VP Data & Analytics & MarTech to deliver high-impact strategic projects, brand-building programs, and performance-driven media investments to over-deliver on operating plans. This leader oversees Gerber Life's integrated...
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Under the direction of the Internal Audit AVP & Director, performs risk-based internal audit activities for the Company and its subsidiaries. Performs risk-based integrated reviews of financial, operational, systems and management controls of the Company. Provides assistance to the external auditors and regulatory auditors while maintaining effective working relationships with business unit management. Serves as in-charge auditor for certain assigned audit projects, and supervises staff auditors and college interns assigned to the project. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
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Prepares accounting close journal entries, financial statements, regulatory filings and numerous reconciliations across all W&S legal entities. Researches, resolves and documents reconciliation issues. Processes information necessary for detailed and accurate budget reporting, business unit cost allocations and intercompany expense chargebacks on a monthly basis. Serves as a point of contact for enterprise associates, including senior management, on questions regarding processes and day-to-day operations. Identifies issues and corrects accounting via journal entries in the general ledger resulting from interface issues with policy administration or investment accounting systems. Utilizes underlying knowledge of accounting processes including general ledger,...
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Collaborates with stakeholders and technology counterparts to deliver solutions that provide maximum value. Utilizes a variety of elicitation techniques to understand stakeholder's needs, analyzing information and data and ensuring requirements documentation meets enterprise standards. Requirements documentation may include supporting multiple project delivery methodologies (waterfall, agile, and iterative). Strong written and verbal communication skills are necessary. Coordinates with project team members and key partners across the enterprise to deliver high quality documentation and adhere to business analysis best practices. Deliver project deliverables that may include documentation of current state/as-is and future state/to-be; multiple types of requirements to support multiple...
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A Brief Overview
The Product Owner I, Insurance Operations, supports the planning and execution of technology enablement initiatives across Insurance Operations. This role focuses on representing business needs and priorities within strategic delivery teams to deliver enhancements in workflow systems, administrative platforms, Intelligent Document Processing (IDP), Robotic Process Automation (RPA), and AI-powered tools.
The Product Owner I collaborates closely with operations leaders, end users, and IT partners to define user stories, prioritize backlogs, validate functionality, and ensure delivered solutions meet business needs. This role operates as a liaison between the business and technical delivery teams, ensuring effective communication and...
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Partners with Gerber Life Group Benefits medical stop loss and specialty lines underwriters to evaluate and select risk, monitor results, and develop/execute on strategies for continuous improvement in underwriting performance. Position is responsible for developing and strengthening relationships with distribution partners to effectively direct processes such as facultative reviews, among others, to ensure profitability targets are achieved.
Please note this position is located in Cincinnati, OH.
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A Brief Overview
Produces or modifies computer programs of simple to moderate complexity using the prescribed computer programming languages on various hardware (personal computers, Mainframe, client server, etc.). Develops an understanding of assignments including the business functions to the point of being productive beyond the scope of his/her specific program assignments. Has contact with many levels of personnel throughout Western & Southern Financial Group (W&SFG) to develop definitions for programs and review results of the programs. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
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Installs, inspects, maintains and repairs all electrical facilities and equipment for the properties managed by Eagle Realty Group. 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. Obtains bids and manages electrical projects coordinating with other trades.
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Designs and facilitates training programs and workshops that support the guiding principles and objectives of the organization. Primary responsibilities are weighted equally between instructional design of training courses and faciltation of both in-person and virtual training sessions. Provides research, consulting and training services in a variety of areas including product specific, technical and soft-skill training. Works with minimal supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updates manager on a regular basis.
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Provides direct and primary operational support for all Fort Washington Investment Advisors departments. Position handles client account maintenance and may also perform operational aspects of the Private Equity Funds of Funds. Position prepares reports for weekly and monthly internal Finance Committee meetings. Interacts regularly with bank and broker personnel regarding client accounts. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
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Provides support for product development, enhancement and maintenance for annuity product lines distributed by Enterprise business units (BUs) and life products distributed by W&S Financial Group Distributors. Manages a variety of projects, serving as the single point of contact. Leads/coordinates all aspects of projects, including planning and scheduling, scope, communication, issue, risk, resource, change and quality management. Utilizes expertise to direct associates and to ensure project goals and requirements are met. The position also involves a significant amount of coordination for the on-boarding of group pension transactions, involving work with Law for contracting, Treasury for the receipt of funds, Accounting for payment of commissions and Insurance...
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Provides strategic leadership in the development of Western & Southern Financial Group's (WSFG) Information Security management program to support the business objectives of W&SFG. Leads the Information Security Risk Management and Identity & Access Management (IAM) teams. Additionally, ensures efficient, cost-effective operation, and oversees project development and implementation, in addition to normal managerial expectations. Works with minimal supervision and is responsible to independently make a broad range of critical decisions, escalating to executive-level associates only when appropriate.
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Produces or modifies computer programs of all sizes and complexity. Performs programming duties at the systems level, ensuring all program development is appropriate, including front-end research and definition. Develops an understanding of assignments including the business application, in order to either assist in making solution-oriented recommendations or advising on program/systems-related problems. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
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Provides oversight and leadership of operational and technology aspects of the transaction processes and systems within Fort Washington Investment Advisors (FWIA), including the trading system, and settlement and cash desk functions. Implements infrastructure to support the growth projections and enhanced complexity of new product offerings and asset class investments made by FWIA, including derivatives, international securities and bank loans. This includes recommending appropriate accounting and ensuring compliance with Dodd-Frank and other regulatory requirements. Independently leads process redesign and enhancements, including trade flow modernization, optimization of processes, and software selection and upgrades. Effectively trains new associates within assigned functions to...
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Assists in the development, implementation and administration of the Company's qualified and non-qualified retirement plans, including the defined benefit pension plan, 401(k) plan, defined contribution profit sharing plan, deferred compensation plans and other non-qualified retirement plans. Completes and coordinates regulatory reporting and mailings related to retirement plans by established deadlines. Coordinates with vendors and internal partners involved with supporting retirement plans. Gathers business requirements, develops and documents test matrices and testing scenarios, and executes user acceptance testing and validation for changes impacting retirement processes and systems. Provides technical consultative support to the Retirement Specialists. Administers daily...
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Provide strategic leadership and oversight for Western & Southern Financial Group's government affairs function. Responsible for shaping and advancing the company's public policy agenda at the federal, state and local levels while ensuring alignment with business objectives. Advises the CEO, General Counsel and executive leadership on legislative and regulatory risks and opportunities, builds strong relationships with policymakers, and ensures compliance with lobbying and ethics requirements. Oversees the W&S PAC and its contributions to candidates, the annual solicitation of officers, and FEC filings. Represents Western & Southern in key industry trade groups such as ACLI, ALIC, AOLIC, NAIC, NOHLGA and LICONY, as well as other coalitions. Provides...
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Provides business planning, decision support analysis and measurement reporting for the assigned business unit(s), e.g., Agency, Columbus Life and/or Lafayette Life. Develops critical management decision analysis tools, and suggests and implements cost-savings. Prepares financial budgets, forecasts and various business case financial models, and performs special projects. Develops, implements and maintains profitability models, cost benefit analysis models and business unit performance measures. Performs variance analyses monthly and quarterly for key management reports. Provides highly confidential analyses in support of new business initiatives and potential acquisitions. Works with minimal supervision and is responsible for making a broad range of critical...
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Assists in research, analysis, definition, design, testing, checking and planning activities and applying new technologies to processes. Recommends courses of action on new applications development when systems problems arise. Monitors the rapidly changing systems development environment (software products, programming languages, operating systems, hardware availability, technology trends, etc.) and assists with the transition to new technologies, providing research and problem-solving support, mentoring, training, etc. Has contact with all levels of personnel, both within and outside of Western & Southern Financial Group (W&SFG). Works with minimal supervision and is responsible to make an established range of decisions, escalates to manager when necessary and updates manager...
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Directly supervises and directs associates, maintaining effective staffing levels through appropriate selection, training, coaching and development activities. Proactively develops and implements strategies to increase productivity, and provides a high level of technical and product support. Focuses on increasing level of service and lead generation. Provides support to upper management on some strategic initiatives and projects impacting the team. 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.