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...

Provides quality administrative support in a timely and efficient manner to the President of Fort Washington Investment Advisors (FWIA). Works with some supervision and is responsible to make a minimal range of decisions, escalate to manager when appropriate and update manager on a regular basis.