Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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 closesly with Touchstone sub-advisors and custodian to research and resolve issues, implement new foreign market investments, 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 and procedures for underlying shareholders. Analyzes business processes looking for process improvement and operational efficiencies, and implements new regulatory policies, procedures and controls. Communicates with all other departments that comprise the IFS business, and has significant interaction with IFS Information Technology. Works in close coordination with other departments to assure that Touchstone’s operational aspects of regulatory disclosures are reviewed and validated. Works within established guidelines, analyzes, identifies and resolves problems, and completes routine and non-routine operations projects updating Manager on a regular basis.
Function
Business Development & Sales
ID
2023-20054
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Analyst reports to AVP & Assistant Treasurer of Risk Management, assisting in administering the risk management function, which includes involvement with insurance claims, insurance policies, surety bonds, accounting and budgeting.  This position has frequent contact with brokers, insurance company underwriters and adjusters, third‑party joint venture equity partners, property managers, representatives of subsidiaries and many internal departments.
Function
Finance & Accounting
ID
2023-19777
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Touchstone Investments marketing team is looking for a marketing Intern that will report to the SVP, Head of Marketing and work closely with the Digital and Content teams to assist in the creation, management and successful delivery of strategic marketing projects for Touchstone Investments.
Function
Marketing & Public Relations
ID
2023-19775
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Touchstone investment and product strategy internship provides an introduction to critical elements of the asset management industry, generally, and Touchstone’s business, specifically. During this 8-10 week program, you will engage with, learn about and contribute to Touchstone’s asset manager research, global market strategy, product management and business consulting efforts. Further, as a part of Western & Southern Financial Group, you will be a part of broader internship activities both virtual and on campus which will help develop your skills and network across the enterprise.
Function
Investment Management
ID
2023-19728
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Handles various projects during the summer, which could include budgeting, analytical analysis, operations, marketing, client service, compliance, business development, investment research and/or operational/database management-related matters. Has access to Western & Southern Financial Group (W&SFG) senior management. Generates and delivers a "final" PowerPoint presentation to senior management at the end of the internship period.  
Function
Business Development & Sales
ID
2023-19655
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 support to the Touchstone Institutional Sales Division including, but not limited to, technical product support (e.g., investment insight, competitive positioning, Zephyr & Morningstar Direct comparisons) and routine follow-up that addresses client and prospect requests. This individual will also be assigned a select number of RIAs to personally cultivate relationships and generate bona fide sales results. Works with some supervision and is responsible for making an established range of decisions, escalating to manager when necessary and updating manager on a regular basis.
Function
Business Development & Sales
ID
2022-18847
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Leverages strong technical skills and an in-depth understanding of business strategies, priorities and initiatives to provide technology solutions that empower business leaders to gain insights and make strategic business decisions. Champions enterprise-wide collaboration and develops close partnerships with both business and IT leaders in order to foster a deeper understanding of the business benefits of leveraging data, business intelligence, data analysis tools and CRM capabilities. Fosters creation of best practices and sets standards for use of Tableau. Leads prioritization, design, development and delivery of business intelligence solutions, database enhancements, data analysis tools, reports, dashboards and CRM capabilities. Solves complex business and technical problems. Mentors others across the enterprise on Tableau new release capabilities and their business impact. Creates training materials that can be used throughout the Tableau community and conducts training sessions. Shares knowledge of multiple databases, data flows and relationships across various sources. Serves as the subject matter expert for WSFGD/Touchstone data on enterprise-level projects. Institutes appropriate testing methodologies and confirms they are implemented. Monitors production support activities for the department, assures issues are resolved, root cause identified when possible and permanent solutions applied. Responds with flexibility to changing priorities and new project assignments. Works with minimal supervision and independently makes a broad range of critical decisions, escalating to VPs and executive-level associates only when appropriate.
Function
Business Development & Sales
ID
2022-17924
Subsidiary
Western & Southern Financial Group

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