What are the responsibilities and job description for the Director, Advisory Services (West) position at Meeder Investment Management?
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 ideal candidate will live within the state of California in a major metropolitan area.
Primary Responsibilities
Position Requirements
Skills Required
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
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 ideal candidate will live within the state of California in a major metropolitan area.
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.
- 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.
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.
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 $63.82 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2024.