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Aliso Viejo

    VP, CRM Platforms - Aliso Viejo, CA, United States - Western & Southern Financial Group

    Western & Southern Financial Group
    Western & Southern Financial Group Aliso Viejo, CA, United States

    1 week ago

    Default job background
    Description
    Initiates, develops and maintains sales of the Touchstone Funds within institutional markets.

    These markets include RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances within the assigned territory.

    Clearly defines and executes a tactical plan to demonstrate progress toward increasing Touchstone Investments market share in all profitable fields of play.

    Builds relationships with RIAs, family offices, private banks, TAMPs, broker-dealer platforms, mutual fund consultants and 401(k) alliances.
    Schedules and conducts outside and inside sales calls to institutional markets. Demonstrates where funds should be positioned within an asset allocation strategy.

    Works in partnership with National Account Managers to place Touchstone Funds within assigned broker-dealer recommended lists and model portfolio programs.

    Stays current on the market by reviewing periodicals, fund performance and manager philosophy to engage in topical conversations in the institutional markets environment.

    Manages territory to maximize sales with the efficient use of agreed-upon expenses. Budgets estimated sales and institutional support expenses on an annual basis. Accurately maintains and updates CRM database for territory to support all business development activities.
    Works to retain existing assets and clients. Works with the Home Office to follow up on significant redemptions.
    Performs other duties as assigned by management.

    Must have a minimum four to eight years of related sales experience.

    Proven work experience influencing others to initiate a recommended course of action to solve a problem or increase efficiency.

    Cite examples of organization and time management methods used to manage or prioritize workload demands.
    Demonstrated successful experience in the institutional marketplace or in the financial services industry.
    Proven substantial knowledge of investment management concepts, disciplines and strategies.

    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.

    Bachelors degree; MBA preferred.

    Computer Skills and Knowledge of Hardware &

    Software Required:
    Working knowledge of word processing and spreadsheet applications, along with CRM.
    Zephyr StyleADVISOR, Morningstar Direct, Discovery Database and RIA Database preferred.

    Extended hours required during peak workloads or special projects.
    Extensive travel required.
    Ability to drive personal vehicle over relatively large geography which will include extensive daily and overnight travel.
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