Description. Position Overview. The Senior Fund Accountant supports the day-to-day operations of our fund accounting systems. In this role, they play a key part in maintaining data integrity, supporting system users, and assisting in the implementation and enhancement of accounting systems. This position bridges accounting and technology, requiring a solid understanding of fund accounting processes and financial systems. Primary Responsibilities....
Description. Position Overview. The Private Wealth Systems Analyst will play a critical and highly visible role within this growing business line. The successful candidate will bring a strong combination of technological expertise and interpersonal skills, enabling effective collaboration with a diverse range of stakeholders across multiple projects and business lines. This role will be hands-on in helping business users solve real-world problems...
Description. The Advisor Consulting Coordinator supports the Senior Vice President (SVP) and the Advisor Consulting team in driving assets under management (AUM) by providing high-quality sales and operational support that contributes to a data-driven organization. This role is ideal for a highly organized professional who wants to excel in the investment management industry. In addition to supporting Advisor Consulting, this position also collab...
Description. This Portfolio Specialist is responsible for effectively communicating investment positioning and capital market perspectives (in both written and verbal form) to Edge Investment Consulting Firms and their Advisors. They will play a key role as an investment-related contact for servicing Edge relationships and will lead quarterly investment committee meetings and advisors. Additionally, the Portfolio Specialist will drive internal co...
Description. Position Overview. We are seeking a strategic and execution-driven leader to guide the adoption and use of artificial intelligence across our organization. As Vice President of AI Strategy & Transformation, this individual will develop and deliver AI tools and solutions that make our business run more efficiently, solve problems faster, and improve profitability. This role requires a blend of technical expertise and strategic insight...
Description. 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. This position is a remote based role and the ide...
Description. Position Overview. We are seeking a highly motivated and experienced Talent Acquisition Specialist to join our Human Resources team. This role is ideal for a recruiting professional with experience leading full-cycle searches across sales, investments, and operations functions within the financial services industry. The ideal candidate will be passionate about identifying top talent, building strategic pipelines, and leveraging moder...
Description. Role Overview. The Investment Operations Analyst will support the investment operations of the Funds and Portfolio’s investment team. Responsibilities of the position will be focused on oversight of the trade settlement and corporate actions process for the Funds, along with trading of model portfolios with various partners and platforms. The analyst will play a key role in the support of trading and portfolio management functions on...
Description. 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. This position is a remote based role and the ide...
Description. As a Client Services Specialist, you will be responsible for managing new and existing accounts along with assisting in the creation and implementation of policies, procedures and processes. This position acts as the main contact and problem solver for client inquiries and account discrepancies. It entails significant interface with both clients and financial advisors via phone and other electronic media. To perform this job successf...
Description. Meeder Wealth Management is a Dublin, Ohio-based wealth management firm that provides investment advisory, financial planning, and retirement plan services to its individual and institutional clients. Services are offered through Summit Financial, LLC, a SEC-Registered Investment Adviser, doing business as Meeder Wealth Management. The Meeder Wealth Management Team is a group of experienced professionals who are committed to upholdin...
