Regional Vice President

Touchstone Investments; New York (NY); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision

Life insurance

401(k) plan

Paid time off

Parental leave

Employee discounts

Job summary

Touchstone Investments in Manhattan, NY is seeking a Regional Vice President of Sales/External Wholesaler to lead growth of Touchstone funds in the assigned territory. You will initiate, develop and maintain relationships with financial professionals and retail clients, coordinating with internal wholesalers to expand assets.

The role requires FINRA licenses and a valid in-state driver’s license with a clean record.

Qualifications

• FINRA licenses required.
• In-state driver’s license with clean record.

Responsibilities

• Initiate, develop and maintain sales of Touchstone funds within the assigned territory.
• Coordinate the sales efforts of internal wholesalers to retain and grow assets and clients.
• Lead outside and inside calls to financial professionals to promote funds.
• Conduct meetings, seminars, and training sessions for professionals and retail clients.

Skills

Outside sales

Seminars and training

Territory management

Customer relationships

FINRA Licenses

Tools

CRM software

Job description

Join Touchstone Investments – Somewhere You Want to Be

At Western & Southern, is somewhere to grow, lead, win and do good for others. Our supportive culture, continuous learning opportunities and connection to our local communities make our company the ideal place for a career. For more than 135 years, our long-term success is fueled by a deep commitment to customer service and our community.

Recognized again as one of the top 100 companies by the American Opportunity Index (AOI) for our commitment to career growth and employee development. We are dedicated to creating opportunities for our associates to grow and succeed. We take pride in our award-winning talent development team and our recognition as a Top 10 Military Friendly Employer and Top Spouse Employer.

Hear what our associates say about their experience at W&S!

Our Culture: Excellence and Collaboration

Western & Southern is built on a culture of integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.

A Day in the Life of a Regional Vice President of Sales- Manhattan, NY- Northern New Jersey

As a Regional Vice President of Sales/External Wholesaler, you will initiate, develop and maintains sales of the Touchstone funds within assigned territory. Coordinates the sales efforts of the internal wholesalers and works to retain existing assets and clients.

Key Skills:

• Schedules and conducts outside and inside sales calls to financial professionals to influence them to sell and promote funds within the assigned territory.
• Conducts one-on-one meetings, seminars and training sessions to both financial professionals and retail clients.
• 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.
• FINRA Licenses and valid and in state driver’s license and satisfactory driving record required.

https://careers-westernsouthern.icims.com/jobs/25369/regional-vice-president-touchstone/job?mode=view

Premier Benefits to Support YOU

We offer a comprehensive benefits package, including:

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Parental leave and maternity leave with a 4-week transition back to work.
• Extensive employee discount program.

Western & Southern is not just a place to work—it’s somewhere to grow, lead, win and make a difference in your career and community. Learn more at www.westernsouthern.com/careers/home-office-careers.