Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Partners with Regional Vice President (a.k.a., External Wholesaler) to strategically manage territory. Places calls and provides information about portfolio composition, relative to performance and product design. Develops and maintains relationships with registered representatives to promote the sale of Touchstone funds and retention of Touchstone assets. Responsible for discussing Touchstone's broad array of funds across all disciplines (i.e., fund objectives, portfolio structures, investment management process and strategy, and fund benchmarks) and building a thorough understanding of key broker-dealers, including products, platforms, structure, specific firm strategy and major initiative. Works with minimal supervision and is responsible for independently...
Function
Business Development & Sales
ID
2024-21903
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Provides legal services on securities and regulatory matters relating to the registration and operation of mutual funds, exchange-traded funds, and variable insurance products, and provides advice regarding compliance with the Investment Company Act of 1940 ("40 Act"). Provides advice regarding mergers and acquisitions and strategic venture capital, and provides general corporate legal services related to the Enterprises' many corporate entities. Provides legal services related to the Enterprises' wholly owned real estate, leased real estate, and real estate investments. Provides legal services related to private fund formation and investments.
Function
Compliance & Legal
ID
2024-21807
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Facilitates day-to-day functions with key Touchstone Fund service providers - custodian, liquidity vendor, 22c2 vendor, fund accountant, transfer agent, sub-advisors, prime broker, commission recapture vendors and sub-administrator. Coordinates problem resolution with and between Touchstone service providers. Works closely with Touchstone sub-advisors and custodian to research and resolve issues, implement new foreign market registration, maintain oversight on custody account balances and the Securities Lending program. Helps to facilitate operational aspects of various Touchstone strategic product initiatives. Assists with regulatory oversight of Touchstone's third party broker-dealer omnibus relationships to ensure adherence to the industry and firm's policies...
Function
Business Development & Sales
ID
2024-21520
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides financial accounting services for the Touchstone Mutual Funds/Exchange Traded Funds (ETFs) and corresponding impact to Touchstone’s business unit. Assists with the financial reporting responsibilities of the Touchstone Mutual Funds/ETFs, including the preparation and review of...
Function
Finance & Accounting
ID
2024-21315
Subsidiary
Touchstone Investments
Job Locations US-CA-ALISO VIEJO
Summary of Responsibilities: 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...
Function
Business Development & Sales
ID
2024-21275
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Institutional Business Development Associate is responsible for ongoing client/prospect support issues, product positioning/competitive analysis and client presentations. This individual focuses on supporting the origination of new business and provides a broad range of sales and marketing...
Function
Business Development & Sales
ID
2022-18847
Subsidiary
Touchstone Investments

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