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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.
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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. ...
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The sales internship includes a hands-on experience with various assignments within Touchstone Investments that includes internal sales, marketing, data, research and technology. Responsibilities include working in our CRM, campaign tracking, technology testing, and competitive data analysis, and working within our institutional team on lead generation. In addition, this associate will receive training in sales and marketing distribution, product development and other areas of the Touchstone Fund Family. Finally, as a part of Western & Southern Financial Group, this associate will be involved in larger internship activities, both virtual and on campus, to help them develop their skills and network across the Western & Southern enterprise.
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Facilitates reconciliation of settled trades within Touchstone CRM tool. Initiates and receives calls from various levels of internal and external customers (broker-dealer back-office personnel) relating to reporting, sales, research and various other mutual fund operational-related issues. Updates and maintains systems as necessary. Works with general supervision and is responsible for making a minimal range of decisions.