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Summary of Responsibilities:
This position has the overall responsibility of the equity institutional trading functions for Fort Washington Investment Advisors (FWIA). Trains indirect staff, develops trading coverage, trades institutional equity trades and monitors executions, commissions and trading compliance. Works with minimal supervision and is responsible to make an established range of decisions, escalating to Manager when necessary and updating Manager on a regular basis.
Summary of Responsibilities:
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 portfolios regularly for proper asset allocation and diversification to insure adherence to client’s objectives and risk tolerance. Make adjustments as necessary in order to maximize return and preserve capital within the individual investment guidelines. Work with Private Client Group team members to build new relationships and assets under management. Work with Marketing to develop marketing and presentation materials that enhance the Wealth Management product and processes. Meet with potential clients to present and sell our Wealth Management services. Meet with existing clients on a regular basis to review investment goals, current needs and performance. Work with a client’s tax advisors or attorneys to properly effectuate the portfolio. Independently make a broad range of critical decisions, escalating to senior executive-level associates only when appropriate.
Summary of Responsibilities:
The Client Service & Reporting Analyst (CSRA) plays a crucial role in advancing client service and reporting across the Institutional and Private Client Group business lines. Through direct and indirect interfacing with clients and providing exceptional service, the CSRA builds favorable client relationships and plays a crucial role in client retention. In this capacity, the CSRA serves as a primary point of contact and establishes favorable relationships with key client contacts, intermediaries and business partners at all levels, as well as internal portfolio managers, business development officers and compliance/marketing/operations management. This position is responsible for the daily client service requirements for over 100 clients totaling over $8 billion in assets. The CSRA independently resolves client-related issues through timely action, engaging the necessary resources and escalating to management only when appropriate and necessary. Prioritization of simultaneous client issues and activities is critical, as is the coordination of activities and communication between client representatives and Fort Washington Investment Advisors (FWIA) associates/departments. The CSRA position is responsible for the institutional account management processes. Specifically, he or she will take direction from the institutional relationship management team and will liaise with/lead cross-functional teams to ensure technology setups, accounting setups, custodian access, reporting requirements and document signoffs are complete. As time-sensitive, high-profile and high-impact responsibilities, the CSRA must exhibit independent thinking and decision-making to ensure all objectives are met with precision. He or she must independently develop solutions and procedures to mitigate risk, increase efficiency and achieve process/status transparency. The CSRA is also responsible for ensuring the accurate and timely creation and distribution of all client reporting for the Institutional and PCG business units. This includes obtaining a thorough understanding of client requirements, creating, reviewing and distributing statements timely and accurately. This also includes managing the ongoing growth and leverage of the reporting tools within FWIA. The position works with minimal supervision and is expected to make a broad range of decisions, escalating to management as necessary.