Overview

Responsibilities

• SalesPage & Salesforce Initiatives - Various assignments working within Touchstone's CRM tools to help enhance the sales experience for both the internal and external sales associate. Within Salesforce, working on special projects for onboarding Salesforce within our retail channel.
• Campaign/Event Tracking - Working in the SalesPage CRM to track post-event activity and sales and provide impact reporting to sales management in a timely manner.
• Marketing - Supporting the Strategic Marketing Department in providing financial professional lists to each territory before a large communication goes out. Working within the marketing group to setup schedules and a timeline of distributions.
• Investment Strategy Specialist - Working closely with our investment strategy specialist team to help with competitive analysis on mutual funds and supporting the population of ticker symbols to build for future opportunity for our sales group.
• Institutional Channel - Leveraging financial professional data through a third-party vendor, building out Salesforce to help with uncovering leads for the institutional team to expand their sales efforts into more RIAs and banks. In addition, data mining for 401k opportunities.
• Learning Initiatives.
• Structure of Fund Family and Wholesaler Distribution.
• Touchstone Funds Product Training.
• Proper profiling of advisors and positioning of products and services.
• Shadowing of internal wholesaler and investment strategy specialists.
• Presentation Training, both in person and virtual.
• Know Your Value, Personal Branding and Art of the Interview coursework
• Performs other duties as assigned.
• Complies with all policies and standards.

Qualifications

• College - Rising Junior or Rising Senior - Required
• Strong organizational skills - Required
• Computer skills in Microsoft Word and Excel - Required
• Ability to work independently and a self-starter - Required
• Ability to handle multiple deadlines and prioritize projects - Required
• Strong interest in Financial Services industry and sales - Preferred
• Computer skills in Microsoft Office products - Required
• Customer Relationship Management (CRM) systems skills - Preferred

• Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
• Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
• Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
• Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

• None