Regional Vice President Level I Touchstone

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...