Fort Washington Investment Advisors, Inc. · 2 months ago
Regional Vice President
US-NY-NEW YORK
Full-time
Onsite
Senior LevelFort Washington Investment Advisors, Inc. is seeking a Regional Vice President to initiate, develop, and maintain sales of the Touchstone Funds within an assigned territory. The role involves coordinating sales efforts, conducting meetings and seminars, and managing territory databases to maximize sales and client retention.
Financial Services
Responsibilities
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 with 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
Qualification
Required
Bachelor's Degree Or commensurate selection criteria experience
Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency
Must be able to cite examples of self-motivation and experience working independently
Proven experience handling multiple duties and completing assigned tasks accurately and on a timely basis
Demonstrated successful experience in wholesaling in the financial services industry
Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs 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 organizational skills. Cite examples of organization and time management methods used to manage or prioritize workload demands
Working knowledge of word processing and spreadsheet applications
FINRA Licenses Upon Hire
And satisfactory driving record. Upon Hire
Maintain appropriate vehicle insurance. Upon Hire
Company
Fort Washington Investment Advisors, Inc.
Fort Washington Investment Advisors, Inc.
Founded in 1990
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Maribeth Rahe
President & CEO
Amy L. Mickey
Executive Assistant to the President & CEO
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