Financial Services Specialist
4 days ago
About the Position:
The Institutional Business Development Associate at Western & Southern Financial Group is responsible for providing administrative and sales support to the Institutional Vice Presidents, maintaining customer information files, and interfacing with Touchstone Investment Research and Product Management.
Key Responsibilities:
- Follow up on sales calls and answer product questions.
- Maintain customer information files and compile statistical information as necessary.
- Interface with Touchstone Investment Research and Product Management to position products and run competitive analyses.
- Proactively seek sales opportunities with a select number of RIAs.
Estimated Salary:
$95,000 - $125,000 per year, depending on experience and qualifications.
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