Sales Operations Coordinator

Touchstone Investments; Cincinnati (OH); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, dental, vision, and life insurance.

401(k) savings plan with pension options.

Paid time off increasing with tenure.

Tuition reimbursement and career development plans.

Parental and maternity leave with a 4-week transition.

Access to on-site amenities like fitness center.

Extensive employee discount program.

Job summary

Touchstone Investments is hiring a Sales Operations Coordinator in Cincinnati, Ohio. The role involves coordinating internal and external communications, handling transactions, and ensuring operational accuracy in mutual fund systems.

Key responsibilities include managing broker-dealer agreements, monitoring compliance, and providing sales data. Premier benefits include medical insurance, a 401(k) plan, and opportunities for tuition reimbursement.

Qualifications

• Experience in mutual fund and/or ETF back office is preferred.
• Strong communication skills are vital.
• Ability to manage data and perform reconciliations.

Responsibilities

• Correct territory and broker dealer affiliation for transactions.
• Review newly created house accounts for proper registration.
• Monitor vendor completion and accuracy for trade reconciliation.
• Coordinate Selling Agreements and track documentation.

Skills

Mutual fund operational experience

Broker-dealer relationships

Data analysis

Communication

Education

High School Diploma or GED

Job description

A Day in the Life of a Sales Operations Coordinator- Touchstone

A Sales Operations Coordinator initiates and receives calls from various levels of internal and external customers (broker-dealer back-office personnel) relating to reporting, sales, research and various other mutual fund operational-related issues. Updates and maintains systems as necessary.

Key Responsibilities

• As part of reconciliation process, corrects territory and/or broker dealer affiliation for transactions within defined parameters to ensure credit to the proper submitting firm and wholesaler team.
• Reviews all newly created house accounts and merged firms and offices for proper registration and territory alignment. Pulls sales and asset data for specialized reports and sends out to the appropriate internal contact.
• Monitor for completion and accuracy of Resolution Services vendor, coordinating and assist as necessary with all Mutual Fund, SMA and ETF trade and asset reconciliation.
• Responds to initial requests for standard broker‑dealer Selling Agreements by coordinating Firm level review Touchstone Compliance. If approved, sends documentation to external parties, tracking the status, return and ultimate execution of those agreements. Communicates agreement status to various levels of internal and external customers, including service providers ensuring new firms are accurately set up in required systems once agreement is executed. Mutual fund and/or ETF back office experience - Preferred
• High School Diploma or GED - Required

Premier Benefits to Support YOU

• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Parental leave and maternity leave with a 4‑week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.