Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Leverages technical skills along with understanding of business strategies, priorities and initiatives to provide actionable reports, dashboards, data analysis tools and CRM capabilities that empower business decision-makers and business users to gain insights and make strategic business decisions. Responsible for leading or participating in requirements, design, development, testing, training, and production support across these solutions. Serves as the subject matter expert for WSFGD and Touchstone data, reporting and CRM needs. Demonstrates an understanding of multiple databases, data flows and relationships across various sources. Builds collaborative relationships and communicates effectively with business and IT leaders, project team members and vendors to assure project success. Solves moderately complex business and technical problems. Responds with flexibility to changing priorities or new project assignments as they arise throughout the year. Works with minimal supervision and is responsible to make an established range of decisions. Escalates to management when necessary and updates management on a regular basis.
Function
Business Development & Sales
ID
2022-17889
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Provides financial accounting services for the Touchstone Mutual Funds and corresponding impact to Touchstone’s business unit. Assists with the financial reporting responsibilities of the Touchstone Mutual Funds, 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 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 potential acquisitions and mergers and the corresponding financial integration. Suggests and implements cost savings. Serves as backup to the Senior Advanced Accountant of the Touchstone Mutual Fund’s as required. Works with minimal supervision escalating to management when appropriate.
Function
Business Development & Sales
ID
2022-17877
Subsidiary
Touchstone Investments
Job Locations US-NY-NEW YORK
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.
Function
Business Development & Sales
ID
2022-17685
Subsidiary
Touchstone Investments

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