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Summary of Responsibilities
Prepares formal responses to Requests for Proposals (RFPs), received from various sources that are seeking investment management services. Responses would include information concerning Touchstone and its investment management strategies. Provides updates to consultants and/or consultant databases as well as up-to-date firm information to the sales team and internal/external inquiries. Information provided would include both quantitative and qualitative information. Acts as a client service representative with institutional investors, including consultants, defined benefit plans, TPAs, defined contribution plan sponsors, foundations, and endowments. Works closely with subadvisors to complete RFPs and RFIs requested by Touchstone’s Distribution Partners. Acts as back-up for data-related responsibilities of Director of Digital and Multimedia. Works with a degree of creativity under minimal supervision and minimal range of decision making. Regularly upates Manager and escalates issues to Manager as appropriate.
Summary of Responsibilities:
Responsible for leading marketing, production, communications, sales and retention efforts on behalf of Touchstone Investments, primarily accomplished through leading cross-functional teams for execution of targeted marketing strategies. Develops, coaches and leads teams that produce quarterly mutual fund updates, marketing campaigns, promotional collateral, presentations, value-add material, lead generation efforts, product information and communications. Works closely with Touchstone strategic marketing associates in order to manage production and execution accomplished through multiple channels, including digital, web, email, social and paid media.
Develops metrics to track results and works with minimal supervision. Responsible to independently make a broad range of critical decisions, escalating to executive-level associates only 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.