Summary of Responsibilities: Writes and coordinates multiple strategic corporate and financial communications projects from concept development through completion. Provides support for marketing initiatives at the corporate as well as the CBU level. Provides copywriting services and executes special projects. Works with minimal supervision and is responsible for making an established range of decisions; escalating to manager when appropriate and updating manager regularly.

Summary of Responsibilities: 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 portfolios regularly for proper asset allocation and diversification to insure adherence to client’s objectives and risk tolerance.  Make adjustments as necessary in order to maximize return and preserve capital within the individual investment guidelines.  Work with  Private Client Group team members to build new relationships and assets under management.  Work with Marketing to develop marketing and presentation materials that enhance the Wealth Management product and processes.  Meet with potential clients to present and sell our Wealth Management services.  Meet with existing clients on a regular basis to review investment goals, current needs and performance.  Work with a client’s tax advisors or attorneys to properly effectuate the portfolio. Independently make a broad range of critical decisions, escalating to senior executive-level associates only when appropriate.

  Summary of Responsibilities: Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients’ business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client interactions. Escalates to Team Lead or Manager when appropriate.   Click here to learn more about Customer Service and our team.  

Summary of Responsibilities: Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients’ business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client interactions. Escalates to Team Lead or Manager when appropriate.

Summary of Responsibilities: 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.

Summary of Responsibilities: Manages and matures the overall execution and governance of the IT Solution Development Life Cycle (SDLC) framework, including the development and improvement of processes, standards, artifacts, and training that will result in predictable, high quality delivery of IT solutions to the organization.  Meets with department teams and core business units across the Enterprise to solve project delivery and process issues.  Coaches and mentors IT associates, leadership and business partners on the delivery methodologies and processes.  Performs delivery assurance activities, including conducting tollgate audits on projects and IT solutions.  Performs analysis and reports on trending Key Performance Indicators (KPIs) and metrics in support of process execution.  Single point of contact for regulatory internal and external audit information requests for IT SDLC processes.

Summary of Responsibilities: The Digital Engagement Manager leads digital marketing efforts to amplify the Touchstone brand to meet Touchstone’s sales and retention goals, including providing cross-selling opportunities, referrals, and an exceptional client experience. The role (in collaboration with IFS Marketing Services, Marketing and Digital CoE and IT) ensures initiatives are executed efficiently and defined to specifications.  The Digital Engagement Manager successfully defines, creates, tests and delivers digital programs/initiatives to enhance retention, increase sale, boost client service and automate workflow.  The responsibilities include creating messaging and touchpoints for specific mediums which results in an integrated plan. Works with minimal supervision and is responsible to make a broad range of decisions, escalating to management when necessary and updating Senior Management on a quarterly basis. 

Summary of Responsibilities: The PMO Project Portfolio Management Analyst II coordinates and manages the overall capacity of IT resources allocation requests within the Strategic & Operation disciplines for both Enterprise planned and activeprogram/projectportfolio’sfor W&SFG business and technology needs.  This role collaborates with colleaguesinBusiness Relationship Management, Service Delivery, IT Business Operations and other IT stakeholderstoprioritizeinvestment efforts as well as resource demand at an Enterprise level and identifies if IT hasthestaff and resource capacity to perform planned and unplanned work.  This role also acts as a strategicconsultant in the area of portfolio and resource management and governance.  Provides insight, leadershipand strong resource and project management guidance on all levels of demand investment.  This role managestheday-to-dayresource management planning process and facilitates capacity and utilization discussions as they relate to the allocation of resources within both the Planned and Active portfolio and supports the overall Enterprise portfolio management process. The PPO Analyst II acts as primary liaison between resource Managers and demand Managers.  Collaborates on the development of best practice knowledge and document management standards, processes, methods, procedures and training as it relates to resource and portfolio planning management.  Applies insights related to potential overlap/impacting/dependencies of resource planning and allocation.  Serves as a senior subject matter expert on the Enterprise Project Portfolio Resource Management methodologies and practices, providing support, training, metrics, analytics and ad hoc reports for Western & Southern leadership that include tracking and trends specific to the Enterprise Project Portfolio's health, finances, resource capacity planning and engagement.  Works closely with Western & Southern IT and Business departments to ensure accuracy and tracking of project portfolio resource allocation and utilization efforts.  Provides a high level of expert oversight and assistance to program/project managers to ensure project data is managed effectively and maintains accurately a high level of data integrity for all Enterprise Project Portfolio data entry, tracking and published metrics/analytics.

Summary of Responsibilities: 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 (personal computer, LAN, mainframe, client server, etc.) 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.

Summary of Responsibilities: Responsible for recruiting Financial Representative candidates based ona set job profilefor assigned districts in satellite locations using virtual-based technology to meet hiringneedsbased onthe Company’sworkforce plan.

Summary of Responsibilities: The Client Service & Reporting Analyst (CSRA) plays a crucial role in advancing client service and reporting across the Institutional and Private Client Group business lines. Through direct and indirect interfacing with clients and providing exceptional service, the CSRA builds favorable client relationships and plays a crucial role in client retention. In this capacity, the CSRA serves as a primary point of contact and establishes favorable relationships with key client contacts, intermediaries and business partners at all levels, as well as internal portfolio managers, business development officers and compliance/marketing/operations management. This position is responsible for the daily client service requirements for over 100 clients totaling over $8 billion in assets. The CSRA independently resolves client-related issues through timely action, engaging the necessary resources and escalating to management only when appropriate and necessary. Prioritization of simultaneous client issues and activities is critical, as is the coordination of activities and communication between client representatives and Fort Washington Investment Advisors (FWIA) associates/departments. The CSRA position is responsible for the institutional account management processes. Specifically, he or she will take direction from the institutional relationship management team and will liaise with/lead cross-functional teams to ensure technology setups, accounting setups, custodian access, reporting requirements and document signoffs are complete. As time-sensitive, high-profile and high-impact responsibilities, the CSRA must exhibit independent thinking and decision-making to ensure all objectives are met with precision. He or she must independently develop solutions and procedures to mitigate risk, increase efficiency and achieve process/status transparency. The CSRA is also responsible for ensuring the accurate and timely creation and distribution of all client reporting for the Institutional and PCG business units. This includes obtaining a thorough understanding of client requirements, creating, reviewing and distributing statements timely and accurately. This also includes managing the ongoing growth and leverage of the reporting tools within FWIA. The position works with minimal supervision and is expected to make a broad range of decisions, escalating to management as necessary.

Summary of Responsibilities: 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.

Summary of Responsibilities: 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 of up to $10 million. Classifies the risk with a minimum of underwriting requirements. Verbally discusses cases with producers 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 the underwriting process, which includes financial needs, insurable interests, avocations and occupations along with a comprehensive knowledge of the company’s products and procedures. Concurs on cases that are over the Underwriters’ limits of authority; the Associate Chief Underwriter will be responsible for the final approval of these cases. Reviews the cases of the Underwriters to determine the quality of the work and any developmental needs. Works closely with the Manager, Underwriting; Vice President & Chief Underwriter; Director of New Business; the Medical Department Doctors; and the New Business management staff to assist with the development of the underwriting staff, and the development of procedures and guidelines toward a goal of outstanding service and effective cost management.

Summary of Responsibilities: As a Programmer Analyst you will support the Human Resource and Benefits applications. You will be the application subject matter expert, participate in the application design process, assumes responsibility for application maintenance and modifications. You will be proficient in understanding coding techniques (C#/.NET), testing strategies, and application implementations while staying current in application development trends. Other desired qualities include strong communication and collaboration skills while working directly with business partners (HR/Benefits/PR) and Vendors.

Summary of Responsibilities: Responsible for the implementation of the Goals Based Planning Process within top tier client relationships. Develops, produces and prepares customized financial plans to meet the needs of Private Client Group clients. In an effort of gaining new clients, leads clients through the consultative process to understand their goals, and utilizes knowledge of tax investment, estate and retirement planning to integrate planning with their investments to meet their objectives. Works in tandem with the Wealth Advisor and Portfolio Manager to deliver a unique client experience through the advisory process. Works with very limited supervision and is responsible for making an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.

We are a dynamic, diversified financial services organization with outstanding financial strength. Our vision is to become one of the most dependable, service-oriented financial services organizations in the world leveraging our financial strength.   Our MBA Leadership Development Program (LDP) builds on that strength and vision. It is designed to develop top MBA graduates (LDP associates) and MBA students (LDP summer interns) through strategic assignments, high visibility assignments and partnership with our senior management team. Our Leadership Development Program challenges the best to become extraordinary financial services leaders with impact throughout Western & Southern Financial Group and in our surrounding community.

Summary of Responsibilities: 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 authorized. Responsible for conducting a thorough needs analysis before making product recommendations to impact persistency of product and client. Establishes and/or builds relationships with current and/or prospective clients assigned. Works with minimal supervision and is responsible for making a defined range of decisions, escalating to Senior Sales Representative and/or Assistant Manager when necessary and updating Senior Sales Rep/Management Team on a regular basis.   Click here to learn more about Sales opportunities and our team.

Summary of Responsibilities: Builds client relationships by researching, analyzing and resolving service requests and complaints. Reviews client account for the purposes of conservation and potential cross-sell opportunities. Conducts conservation efforts to retain clients’ business. Ensures compliance regulations are met. Maintains comprehensive knowledge to fully service clients. Required to meet or exceed established performance objectives. Works with some supervision; is expected to utilize critical thinking skills to resolve issues, overcome objections and de-escalate client interactions. Escalates to Team Lead or Manager when appropriate.   Click here to learn more about Customer Service and our team.