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Regional Vice President Touchstone presso Western & Southern Financial Group

Western & Southern Financial Group · Cincinnati, Stati Uniti d'America · Onsite

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Overview:

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.

Responsibilities:

What you will do:

  • Schedules and conducts outside and inside sales calls to financial professionals to influence them to sell and promote funds within an assigned territory.
  • Coordinates daily sales efforts of the internal wholesalers within an assigned territory.
  • Conducts one-on-one meetings, seminars and training sessions to both financial professionals and retail clients.
  • Reviews periodicals on the market, fund performance and manager philosophy to engage in topical conversations in the broker-dealer environment.
  • Manages territory to maximize sales with the efficient use of agreed-upon expenses. Budgets estimated sales and broker-dealer support expenses on an annual basis. Submits expense reports weekly.
  • Attends/conducts seminars and conferences.
  • Works to retain existing assets and clients. Works with the home office to follow-up on significant redemptions.
  • Monitors and updates territory database for accuracy with internal wholesalers.
  • Performs other duties as assigned.
  • Complies with all policies and standards.
Qualifications:
  • Bachelor's Degree Or commensurate selection criteria experience. - Required
  • Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency. - Required
  • Must be able to cite examples of self-motivation and experience working independently. - Required
  • Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis. - Required
  • Demonstrated successful experience in wholesaling in the financial services industry. - Required
  • Proven successful experience in working as a broker, financial planner or as other financial services personnel. - Required
  • Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate information between internal and external sales groups in a clear, focused and concise manner while following proper rules of punctuation, diction and style.
  • Proven ability to prepare correspondence, reports and forms using a prescribed format.
  • Demonstrated superb presentation skills.
  • Demonstrated strong attention to detail with excellent organization skills. Cite examples of organization and time management/methods used to manage or prioritize workload demands.
  • Working knowledge of word processing and spreadsheet applications.
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  • FINRA Licenses Upon Hire - Required
  • DL NUMBER - Driver License, Valid and in State And satisfactory driving record. Upon Hire - Required
  • Maintain appropriate vehicle insurance. Upon Hire - Required

Work Setting/Position Demands:

  • This position travels and works in various office settings and requires being in a stationary position for long periods of time frequently while working at a desk, on a computer or with other standard office equipment, or while in meetings. Position requires frequent movement of wrist, hands and fingers for continuous computer work.
  • Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
  • Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.
  • Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
  • Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
  • Extended hours required during peak workloads or special projects/events.

Travel Requirements:

  • None
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