Director Senior Strategic Relationships Officer

Overview

Acts as the primary contact for our distribution platform partner relationships in a sales and servicing role. Supports the internal and external wholesalers with information provided by our distribution partners. Works with minimal supervision and is responsible for independently making a broad range of critical decisions, escalating to VPs and executive-level associates only when appropriate.

Responsibilities

What you will do:

• Acts as the primary contact for select strategic relationships at select broker-dealer and large RIA aggregator firms.
• Directly manages a select number of strategic relationships.
• Works with subadvisors to maximize marketing efforts. Establishes national and regional conference calls with select strategic relationships. Coordinates manager visits for regional meetings, conferences and top producing financial professionals.
• Identifies product needs of the distribution partner, and positions Touchstone's products and value-added offerings with home office personnel.
• Sets Portfolio Manager conference calls and meetings.
• Works with Marketing department to coordinate marketing efforts between our distribution partner and Touchstone. Serves as an efficient link to needs of Touchstone sales force and distribution partners.
• Works with subadvisors to maximize marketing efforts. Establishes national and regional conference calls with select strategic relationships. Coordinates manager visits for regional meetings, conferences and top-producing financial professionals.
• Enhances product relationships. Positions Touchstone's products at partner firms with ley relationship management personnel. Identifies distribution partner product needs and sets appropriate Portfolio Manager conference calls and meetings. Markets the research that Touchstone can provide.
• Establishes regular visits to select strategic partnerships. Promotes sales ideas and marketing efforts. Discusses future marketing efforts. Reviews activity reports. Reviews production reports.
• Acts as a member of Touchstone Investments' Distribution Partner Agreement Review Committee. Monitors subadvisor relationships. Monitors subadvisor performance. Makes recommendations on subadvisor action.
• Partners directly with Touchstone's Institutional sales team to promote research coverage, recommendation and product placement.
• Acts as subject matter expert for Touchstone's suite of practice consulting suite of tools for engagement with partner firms. Presents PAR modules at select conferences, as needed.
• Performs other duties as assigned.
• Complies with all policies and standards.
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• Bachelor's Degree Or commensurate selection criteria experience (Required)
• Proven experience handling multiple duties, and completing assigned tasks accurately and on a timely basis. Cite examples of project management experience in planning, executing and maintaining a project from start to finish. (Required) and
• Proven work experience directing others to initiate a recommended course of action to solve a problem or increase efficiency. (Required)
• Demonstrated sales and presentation skills that focus on relationship-building in the distribution platform partner environment.
• Proven ability to successfully interact with key contacts at our distribution partners.
• Demonstrated ability to work with home offices and internal marketing to develop value-added programs.
• Demonstrated strong attention to detail with excellent organizational skills for large projects. Examples would include meeting coordination and organization of meetings for wholesaler events or coordination of home office visits for Portfolio Managers to introduce new investments.
• Proven excellent verbal and written communication skills with ability to convey information to internal and external customers in a clear, focused and concise manner while following proper rules of punctuation, diction and style. Ability to prepare correspondence, reports and forms using a prescribed format. Experience must include strong telephone communication and etiquette skills.
• Proven analytical skills relative to investment performance of funds. This would include comparing and contrasting mutual funds relative to Morningstar and other industry standards.
• Must be able to cite examples of self-motivation and experience working independently.
• Demonstrated thorough understanding of a financial professional's daily activities such as selling, managing and marketing investments to high-net-worth individuals.
• Working knowledge of word processing and spreadsheet applications.
• FINRA Licenses FINRA Series 7 license