Western & Southern Financial Group

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Job Locations US-NY-WHITE PLAINS
Manage compliance management initiatives that impact partnership marketing, including agents, brokers, managing general agents, third party administrators, and other sales, marketing, and distribution partners. Develop and implement compliance policies and procedures for the independent agency business and assist with other insurance compliance initiatives.  As directed by Compliance Director, work with internal and external partners on compliance and related matters, including NY Regulation 187. Provides regulatory guidance to business unit management and communicates any areas of noncompliance in a professional and effective way. Works with minimal supervision and is responsible to make a wide range of decisions, escalating to management when necessary, and updating management on a regular basis.  
Function
Compliance & Legal
ID
2023-19181
Subsidiary
Gerber Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Assists in the daily food production and service of approximately 2,000 meals per day. Rotates among six server positions and five cold food prep positions according to a standard rotation schedule. Prepares, sets up and cleans serving areas in the cafeteria and dining rooms. Interacts with guests and ensures that all items are stocked and available for service. Under direct and some indirect supervision, incumbent is responsible for making a limited range of decisions, escalating to lead worker on a regular basis and updating management when necessary.
Function
Human Resources
ID
2023-19172
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The main responsibility of the Sales Support Associate is to support the Business Development team in sourcing new institutional investment business opportunities, and related support, through closing. Directly supports the Managing Director and a team of Business Development Officers who have a primary focus on corporate and public funds, endowments/foundations, insurance companies, fund sponsors and health care organizations, as well as institutional consultants. Performs database management activities, which will include inputting and mining data from a CRM, using third party databases to identify prospects, as well as using those database resources to identify, develop and support new sales campaigns. This will include active outreach to prospects via email and outbound calls. Collaborates with other departments within Fort Washington as well as the Enterprise, including Marketing, Compliance, Operations, Print Production, and at times the Investment Management teams, to coordinate and complete assigned projects. Receives all guests and visitors of Fort Washington Investment Advisors (FWIA). Makes contact with all levels of personnel, including Senior Officers, Directors and Managers. Works with minimal supervision and is responsible for making a minimal range of decisions.
Function
Business Development & Sales
ID
2023-19159
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs a wide variety of general facilities maintenance duties in the Home Office and at other properties managed by Eagle Realty Group. Works with minimal supervision and is responsible for making an established range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Function
Corporate Campus Services
ID
2023-19147
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Leads a team of exempt associates responsible for executing Vendor Management Program priorities for Western & Southern vendors. Includes the design, implementation and maintenance of the evolving vendor management processes, standards, and key metrics, as appropriate for the size and complexity of the Company. Leads negotiation strategy and execution for high spend/high risk vendors and provides general assistance and guidance, as appropriate, for other vendor negotiations. Leads team accountable for ensuring vendor relationship owners understand and properly execute their responsibilities via implementing processes for consistent oversight and education regarding expectations. This role serves as the primary executive liaison between legal, project leads and other key stakeholders in the vendor management process, as appropriate, and serves as the executive responsible for partnering with vendor relationship owners to develop strategic sourcing strategies and vendor relationship management strategies and will provide recommendations on in/out-sourcing decisions and selection of alternative vendors. Leads team responsible for effectively communicating key metrics related to the execution and performance of the vendor management program. Works with minimal supervision and is responsible for making an established range of decisions, escalating to senior management when necessary.
Function
Finance & Accounting
ID
2023-19122
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
The internship will be a project-oriented experience.  The intern will be assigned 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.  The intern will obtain direct exposure to Fort Washington Investment Advisors (FWIA) and Western & Southern Financial Group (W&SFG) senior management, and he/she will be expected to generate and deliver a "final" PowerPoint presentation to senior management at the end of the internship period.  
Function
Compliance & Legal
ID
2023-19118
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Produces or modifies computer programs of all sizes and complexity. Performs programming duties at the systems level, ensuring all program development is appropriate, including front-end research and definition. Develops an understanding of assignments including the business application, in order to either assist in making solution-oriented recommendations or advising on program/systems-related problems. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Function
Information Technology
ID
2023-19110
Subsidiary
Western & Southern Financial Group
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 to foster a deeper understanding of the business benefits. Leads prioritization, design, development and delivery of business technology solutions. Leads within projects across the Enterprise, solving complex business and technical problems. Performs as top-level technical systems expert in support of the development and implementation of multi-disciplined, cross-departmental B2B & B2C activities. Serves as a critical liaison for distributor partners across lines of business with unique operating and system requirements. Brings to bear advanced technical skills, product knowledge and data analysis, and recommends course of action on technology initiatives. Works with minimal supervision and independently makes a broad range of critical decisions, escalating to VPs and executive level associates only when appropriate.
Function
Information Technology
ID
2023-19103
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Develops, documents and maintains specialized processing and client requirements associated with Fort Washington’s 3 main business lines – Institutional, Private Client, and Private Equity. Provides technical guidance and leadership for the Account Administrators on daily issues for all FWIA accounts. In conjunction with operations managers, oversees all client account maintenance, including establishment of new accounts, transaction processing, security setup, bank reconciliations, security valuation and various client reports. Position also oversees processing of all capital calls, distributions and valuations for each Fort Washington Capital Partner (FWCP) Fund, the Funds each of those funds invest in, and the underlying investments for the Private Equity business line. Pursues with limited direction the research, analysis and appropriate recommendation for proper accounting treatment of complex new types of portfolio securities and accounting/operational issues. Works with some supervision and is responsible for making a minimal range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
Function
Investment Management
ID
2023-19098
Subsidiary
Fort Washington Investment Advisors, Inc.
Job Locations US-OH-CINCINNATI
Assists the chief compliance officers in the leadership of compliance management of Touchstone Investments and its regulated entities (Touchstone Securities, Touchstone Advisors, and Touchstone Funds). Provides senior compliance oversight and regulatory guidance instituting effective governance and risk management practices. Partners with the Touchstone Chief compliance officers in the development and application of strategic vision for the culture of compliance for an adviser/fund complex and broker-dealer. The senior compliance officer is primarily responsible for directly assisting the Touchstone chief compliance officers in maintaining regulatory, risk, and governance oversight by analyzing, recommending, and establishing internal controls and effective governance, compliance, and operational practices.  The senior compliance officer will act as a liaison between Compliance and the Law Department, coordinating the review of contracts, selling agreements, policies and procedures, and complaints.  In support of the Chief compliance officers, the senior compliance officer will manage business risks by overseeing the ongoing auditing and monitoring of all compliance and regulatory governance requirements related to Touchstone Investments and affiliated regulated entities. The senior compliance officer is the primary backup for the Chief compliance officers when they are not available.  The senior compliance officerserves as a senior compliance representative in various governance oversight committees (representing the chief compliance officers), manages multiple deadlines, and works in autonomous fashion with limited daily supervision, making a broad range of critical decisions. The senior compliance officer additionally manages the preparation of reports or other actions requested by the parent entity, W&S Financial Group, for presentation to the Touchstone Mutual Funds' Board of Trustees and the Board of Directors, Touchstone Securities and Touchstone Advisors.
Function
Compliance & Legal
ID
2023-19096
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: 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 making a broad range of decisions, escalating to manager when appropriate and updating manager on a regular basis.
Function
Business Development & Sales
ID
2023-19091
Subsidiary
Touchstone Investments
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Establishes and proactively maintains relationships with agents/producers as well as internal and external clients. Effectively answers questions related to existing contracts and products providing accurate, detailed and complete information. Works with minimal supervision and is empowered to make an established range of decisions; escalating issues to the Team Lead or Manager when necessary and providing updates on a regular basis. Coordinates and monitors workflow procedures with various departments to effectively complete service requests. Meets established performance objectives and service levels by achieving production and service standards.
Function
Call Center & Customer Service
ID
2023-19080
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Develops actuarial and mathematical modeling tools, information and analysis needed to assess risk and profitability of Company products in-force or under development. Analyzes and develops formulas using higher-level mathematics to reproduce and project Company experience in the model. Works with minimal supervision and is responsible for making an established range of decisions, escalating to AVP when necessary and updating AVP on a regular basis.
Function
Actuarial
ID
2023-18877
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Analyzes, researches, interprets and authorizes nonforfeiture options, premium income, second-level unique contract changes and New Business applications. Responsible for making informed decisions and manually calculating fund values for interest-sensitive products. Fosters and supports associates at the Processor, Specialist and Analyst levels to ensure accuracy and provide training when necessary. Must possess a complete understanding of accounting controls. Provides superior-level support to clients, agents, district offices and internal customers. Works with minimal supervision and is empowered to make an established range of decisions, escalating issues to the manager when necessary and providing updates on a regular basis.
Function
Insurance Operations
ID
2022-18857
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Partner with Agency Home Office and Field Management to provide enhanced training, marketing, sales strategies, and support to drive increased W&S Life sales. Assist Staff Managers and Financial Representatives in case prep, product selection, and competitive posture in the sale of the W&S Life core portfolio. Demonstrates principled leadership and sound business ethics; shows consistency among principles, values and behavior; builds trust with others through own authenticity and follow through on commitments. Provides a broad range of sales concept knowledge and core product understanding. Approximately 50% of activity will be outbound sales support and 50% of activity will be inbound support. Works with minimal supervision and is responsible to independently make a broad range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Function
Business Development & Sales
ID
2022-18849
Subsidiary
The Western and Southern Life Insurance Company
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides and verifies data and actuarial reports necessary for product and financial management utilizing actuarial principles and mathematical analysis. Works with some supervision and is responsible for making a minimal range of decisions, escalating to AVP when appropriate and updating AVP on a regular basis. Correctly applies actuarial principles to practical problems.
Function
Actuarial
ID
2022-18841
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Release Manager is responsible for driving and coordinating enterprise IT project releases and regular Keep‑The-Light-On (KTLO) releases for internal business application capabilities, and works closely with other IT development teams, IT operation teams, and IT program managers to deliver high-quality IT application releases. The Release Manager owns the development and test environment, primarily to ensure that the appropriate environments and test data are available when needed and for the right purpose.  
Function
Information Technology
ID
2022-18827
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Salesforce developer will be responsible for technical configuration, integrations and custom development on the Salesforce platform. Produces or modifies computer programs of all sizes and complexity. Responsibilities include translating technical requirements into working solutions, leveraging out-of-box functionality where possible, custom development and extending the platform with Apex, Visualforce, Lightning Web Components, and data integrations, as required. Salesforce developer will also assist in project scoping and documentation. Works with some supervision and is responsible for making a minimal range of decisions, escalating to Manager when appropriate and updating Manager on a regular basis.
Function
Information Technology
ID
2022-18805
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Salesforce Administrator will focus on Salesforce, providing functional and technical knowledge to ensure successful delivery of an innovative, high-quality solution to the Western & Southern Financial Group organizations running Salesforce as their Customer Relationship Management system (CRM), including Communities and Marketing Cloud integrations (Distributed Marketing and MC Connect). This individual is responsible for key activities on Salesforce, Communities and Marketing Cloud integrations; system administration, system configuration especially around customization of objects, user roles and profiles setup, permission sets, fields, record types, page layouts, list views, reports, dashboards, requirements, training and ongoing support. The position provides tier one support by identifying, logging, tracking, resolving and/or escalation of all incoming user-reported incidents. The Salesforce Administrator must have the ability to work as part of a collaborative team in order to be successful. This individual must be very proactive, have initiative and ability to reach out to ensure tasks and deliverables are met, risks and mitigation strategies uncovered. This individual must communicate with confidence, build relationships through inspiring trust and sharing information, and be able to challenge assumptions.
Function
Information Technology
ID
2022-18804
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Manages the planning, organizing and directing of Human Resources’ activities in support of assigned business unit(s). Acts as business partner with business units to maximize human resource assets in the areas of employment, compensation, associate relations and performance management. Conducts Guilford Institute training programs for associate development. Works with minimal supervision and is responsible to make an established range of decisions, escalating to manager when necessary and updates manager on a regular basis.
Function
Human Resources
ID
2022-18789
Subsidiary
Western & Southern Financial Group

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