Regional Support Associate

Regional Support Associate – Investment Sales Career Path

Build Your Career in Investment Sales

Are you early in your career and interested in investment sales, financial markets, and building relationships with financial advisors?

Meeder Investment is looking for a motivated Regional Support Associate to join our Sales Distribution team. This is more than a traditional support role—it is an opportunity to learn the investment management business from the inside, work directly with financial professionals, and develop the skills needed to grow into an Internal Wholesaler, Internal Consultant, or Relationship Management career.

You’ll partner closely with our regional sales and consulting teams, gain hands-on exposure to investment products and financial markets, and play an important role in helping advisors and clients achieve their goals.

What You’ll Do

Support Sales & Build Relationships

• Serve as a trusted resource for financial advisors, clients, and internal sales partners by responding to questions and providing timely, knowledgeable support.
• Handle inbound inquiries related to Meeder investment strategies, products, materials, and services.
• Conduct outbound calls to financial advisors to support sales campaigns, client engagement, and regional growth initiatives.
• Partner with Regional Consultants to identify opportunities to deepen relationships and increase advisor engagement.
• Help coordinate follow-up activities, sales outreach, and marketing initiatives across assigned regions.

Learn the Investment Business

• Develop a strong understanding of Meeder’s investment strategies, products, philosophy, and competitive positioning.
• Stay informed on financial markets, industry trends, and events that impact financial advisors and their clients.
• Utilize investment research, fund analysis tools, and internal systems to help prepare for advisor conversations and sales opportunities.
• Develop the ability to communicate investment concepts clearly and confidently.

Develop as a Future Sales Professional

• Build foundational skills in prospecting, relationship management, sales communication, and business development.
• Learn from experienced investment sales professionals and gain exposure to how successful territories and client relationships are developed.
• Take ownership of projects and identify ways to improve processes, sales execution, and the advisor experience.
• Develop the knowledge and confidence to advance into future opportunities within Sales Distribution.

What We’re Looking For

We’re looking for someone who is curious, competitive, relationship-oriented, and motivated to build a career in investment sales.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field.
• FINRA Series 6 and Series 63 (or 65) licenses, or willingness to obtain them within a reasonable timeframe.
• Interest in financial markets, investments, asset management, and sales.
• Previous internship, sales, customer service, financial services, or relationship-building experience is a plus.

The Skills That Will Help You Succeed

• Sales mindset: You enjoy initiating conversations, building relationships, and identifying opportunities.
• Communication: You can communicate confidently and professionally with financial advisors and colleagues.
• Curiosity: You want to understand how investments work and why they matter to clients.
• Relationship builder: You enjoy developing connections and becoming a trusted resource.
• Goal-oriented: You are motivated by measurable results and personal growth.
• Team player: You thrive in a collaborative environment and enjoy partnering with experienced sales professionals.
• Adaptable: You learn quickly, embrace new technology and systems, and aren't afraid to ask questions.
• Proficiency with Microsoft Excel, Word, and Outlook.

Why This Role?

If your goal is to build a career in investment sales, this is an opportunity to get started.

You’ll gain:

• Direct exposure to financial advisors and investment professionals
• Hands-on experience supporting a regional sales territory
• Training on investment products, markets, and sales strategies
• Mentorship from experienced sales and consulting professionals
• Opportunities to develop prospecting and relationship-management skills
• A career path toward Internal Consultant, Internal Wholesaler, Relationship Management, and other Sales Distribution roles

At Meeder, we’re looking for people who want to learn, contribute, and grow. If you’re ready to turn your interest in finance into a career in investment sales, we want to hear from you.

Req Number: BUS-26-00017