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The VP, Senior Relationship Manager (VP, RM) is responsible for the strategic development, implementation, and maintenance of a comprehensive relationship management program for the largest and most complex base of Fort Washington Institutional clients and their corresponding consultants. The VP, RM builds and maintains executive-level relationships with CIOs, investment committees, and board members in order to retain business and grow third-party revenue through cross-selling of all Fort Washington investment strategies. The VP, RM is also responsible for investment product sales with our Institutional (traditional) and Private Equity strategies within an assigned channel or territory. The position is responsible for growing third-party assets by proactively sourcing and pursuing new...
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Serves as lead operational resource dedicated to the Private Client Group (PCG) business line. This role has a deep understanding of all operational aspects of PCG and supports the PCG Operations Lead on all operational and project efforts, including the evaluation and implementation of new technology, creating of new reporting and other efforts related to the client experience.
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Responsible for all performance and reconciliation functions, including the prioritization of projects and ad-hoc requests for Fort Washington Investment Advisors. Oversees the calculation and delivery of portfolio and composite performance on a daily, monthly and quarterly basis from Eagle Pace. Plays integral role in firm wide compliance with GIPS standards. Oversees daily and monthly reconciliation functions for Institutional and PCG business lines.