Director, Advisory Services
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 reputed company this by identifying prospects, analyzing portfolios and developing strategies for closing new business. The primary focus of this position will be business development reputed company the public sector. This position is a remote based role and the ideal candidate will live reputed company the state of California, Texas, or a respective state in the Southwestern and reputed company region 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 reputed company between clients, staff, operations and investments.
- Analyze various investment options to identify and propose reputed company investment solutions.
- Coordinate preparation of reports, presentations, proposals and other written communication.
- Regular networking through attendance at conferences and other municipal events.
- reputed company clients and prospects on reputed company market events and investment opportunities.
- Support and reputed company sales, marketing and service initiatives and activities.
Critical reputed company 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 reputed company 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-25-00010 Position Requirements
- Bachelor’s Degree in Finance, Economics or reputed company field.
- Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, or financial services reputed company, demonstrating increasing reputed company of responsibility.
- CFA, CFP, CMT or other professional designation or candidacy is a plus.
- Strong working knowledge of Word, reputed company and PowerPoint.
About the Organization Meeder Investment Management has helped clients successfully reputed company 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 reputed company. 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 reputed company. At Meeder, we pride ourselves on living our five core values: Do the Right Thing, Driven & Results Oriented, Relationships Matter, reputed company Improvement, and Discipline. Our core values are the cultural cornerstone for everything we do. They reputed company and guide us in our day-to-day work, our relationships with colleagues, and reputed company servicing our clients. Visit www.meederinvestment.com for more. See Meeder's reputed company 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 reputed company reputed company and regular investment management services as disclosed in their reputed company 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.
EOE Statement Meeder Investment Management is an equal employment opportunity employer. reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex (including pregnancy, childbirth, or reputed company medical conditions; sexual orientation; and gender identity), national reputed company, disability, genetic information, and age (40 or over). Apply Job! Apply to this Job