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Initiates, develops and maintains investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned channel or territory. Position is responsible for growing third-party assets through business development efforts to meet established sales goals aligned with Company scorecard.Focuses on making outbound calls and cultivating direct prospect relationships to take through the sales cycle from prospective client to customer.Proactively harvests and maintains relationships with relevant consultants and their various offices in order to establish firm credibility and develop potential prospects.Develop in-depth product and industry knowledge relating to investment products and financial services industry. Works with minimal supervision and is...
Initiates, develops and maintains sales of the Touchstone Funds within assigned territory. Coordinates the sales efforts of the internal wholesalers. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; and builds trust with others through own authenticity and follow‑through on commitments.