Remote - Director, Advisory Services

Description

We are seeking candidates currently residing in/near major metropolitan cities in the state of Texas.The Director, Advisory Services will work with existing client relationships as well as working to expand the Public Funds division through new business development. This individual will achieve this by identifying prospects, analyzing portfolios and developing strategies for closing new business. The primary focus of this position will be business development within the public sector.

Primary Responsibilities

• Expand the Public Funds division through new business development.
• Owns relationship management, servicing and support of existing client relationships.
• Coordinate information flow between clients, staff, operations and investments.
• Analyze various investment options to identify and propose optimal investment solutions.
• Coordinate preparation of reports, presentations, proposals and other written communication.
• Regular networking through attendance at conferences and other municipal events.
• Educate clients and prospects on current market events and investment opportunities.
• Support and develop sales, marketing and service initiatives and activities.
  
  

Critical Success Factors

• Understanding of capital markets with an emphasis on fixed income.
• Familiarity with financial modeling, review and analysis.
• Demonstrated project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-pasted environment.
• Independent and self-motivated with a proven track record of business development.
• Ability to think and act strategically.
• Excellent communication skills, both verbal and written.
• Effective presentation skills within both large and small audiences.
• Desire to take initiative, improve processes and solve problems.
• Strong quantitative problem solving and analytical skills.
• Detail oriented with strong organizational skills.
• Effective relationship management skills.
• Enthusiastic, high-energy, positive attitude.
• Willingness to travel regularly.
  
  

Req Number BUS-24-00005

Position Requirements

Skills Required

• Bachelor’s Degree in Finance, Economics or related field.
• Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, or financial services arena, demonstrating increasing levels of responsibility.
• CFP, CFA, CMT or other professional designation or candidacy is a plus.
• Strong working knowledge of Word, Excel and PowerPoint.
  
  

About the Organization Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement.

Meeder's advice and solution suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients - both directly and through financial advisors - to offer a variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, Continuous Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They inspire and guide us in our day-to-day work, our relationships with colleagues, and when servicing our clients.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

• Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management's registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation as of December 31, 2023.
  
  

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).