Summary of Responsibilities: Provides business planning and analysis for the FWIA business unit in a mechanized and documented environment.  Leads the  annual budgeting process and evaluates variances to budget throughout the year. Oversees the FWIA invoicing process.  Analyzes and communicates quarterly financial results to both Fort Washington and Western & Southern senior management. Develops and maintains critical management-decision-making analytical tools, suggests and implements cost-saving projects, and works on special projects as needed. Assembles highly confidential analyses in support of business activities.  Works with minimal supervision and is reponsible for making an established range of decisions, escalating to management when appropriate.

Summary of Responsibilities: The main responsibility of the Sales Support Associate is to support the Business Development team in sourcing new institutional investment business opportunities, and related support, through closing. Directly supports the Managing Director and a team of Business Development Officers who have a primary focus on corporate and public funds, endowments/foundations, insurance companies, fund sponsors and health care organizations, as well as institutional consultants. Performs database management activities, which will include inputting and mining data from a CRM, using third party databases to identify prospects, as well as using those database resources to identify, develop and support new sales campaigns. This will include active outreach to prospects via email and outbound calls. Collaborates with other departments within Fort Washington as well as the Enterprise, including Marketing, Compliance, Operations, Print Production, and at times the Investment Management teams, to coordinate and complete assigned projects. Receives all guests and visitors of Fort Washington Investment Advisors (FWIA). Makes contact with all levels of personnel, including Senior Officers, Directors and Managers. Works with minimal supervision and is responsible for making a minimal range of decisions.

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.