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.

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...