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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 the quarterly, semi-annual and annual financial statements; management reporting; and board reporting materials. Assists with the day-to-day oversight of fund accounting and financial reporting functions by directing and interacting with third-party service providers and external auditors of the funds. Builds relationships with external service providers and external auditors. Participates with management as a business partner in the regulatory operations of the funds and the Touchstone business unit. Assists with acquisitions and mergers and the corresponding financial integration and conversions. Suggests and assists with the implementation of cost savings. Serves as back-up to the senior staff accountant of the Touchstone Mutual Funds/ETFs as required. Works with minimal supervision escalating to management when appropriate.
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 others through own authenticity and follow‑through on commitments.
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 others through own authenticity and follow‑through on commitments.
Summary of Responsibilities:
Initiates, develops and maintains sales of the Touchstone Funds within institutional markets. These markets include RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances within the assigned territory. Demonstrates principled leadership and sound business ethics; shows consistency of values and behavior; and builds trust with others through own authenticity and follow-through on commitments.
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.