Regional Vice President Touchstone

Saved job description

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. - Required

Proven ability to prepare correspondence, reports and forms using a prescribed format. - Required

Demonstrated superb presentation skills. - Required

Demonstrated strong attention to detail with excellent organization skills. Cite examples of organization and time management/methods used to manage or prioritize workload demands. - Required

Working knowledge of Microsoft Office products and contact management software applications, including Tableau, Seismic and SalesForce. - Required

FINRA Licenses Series 7, 63 and 65 or Series 7 and 66 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.

Associate must be able to operate a motor vehicle for short and/or long distances.

Associate must be able to travel via airplane.

Associate must be able to travel via car.

Occasional after-hours work needed.

Routine and/or extended after hours work needed.

Valid Driver's License with a safe driving record.

Travel Requirements:

90% travel

Note: Posted Hiring Salary Range

The salary ranges posted reflect our targeted base pay hiring range for the position. The final determination on base pay for any position will be determined based on multiple factors to ensure pay equity within the organization. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives whereby total compensation may exceed base salary depending on individual performance.