Regional Vice President at Western & Southern Financial Group

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

15 May, 26

Salary

0.0

Posted On

14 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales Calls, Internal Wholesaler Coordination, Financial Professional Engagement, Seminar Presentation, Market Review, Fund Performance Analysis, Territory Management, Expense Budgeting, Asset Retention, Client Retention, Redemption Follow-up, Database Monitoring, Verbal Communication, Written Communication, Presentation Skills, Organizational Skills

Industry

Financial Services

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 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. 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 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 - Required 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. 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: Travel - could involve 2-3 overnight travels or as required by special projects 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.

Responsibilities

The Regional Vice President initiates, develops, and maintains sales of Touchstone Funds within an assigned territory by scheduling and conducting sales calls with financial professionals and coordinating internal wholesaler efforts. Responsibilities also include conducting meetings, seminars, training sessions, managing territory expenses, and working to retain existing assets and clients.