Public Investment Relationship Manager

Description Role Overview The Director of Advisory Services will partner with existing client relationships as well as work to expand the Public Funds division through new business development. This individual will identify prospects, analyze portfolios, and develop strategies for closing new business within the public sector. This position is a hybrid-based role and the ideal candidate will live within the state of Ohio or a respective state in the Mid-West region in a major metropolitan area.

Primary Responsibilities

• Expand the Public Funds division through new business development.
• Own relationship management, servicing, and support of existing client relationships.
• Coordinate information flow between clients and internal operations and investments.
• Analyze various investment options to identify and propose optimal investment solutions to clients.
• 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.

Skills & Competencies

• Demonstrated project management capabilities with a track record of driving initiatives from concept through execution.
• Self-motivated professional with proven success in business development and proactive problem-solving.
• Exceptional verbal and written communication skills, with the ability to engage and influence diverse audiences.
• Effective presenter experienced in delivering impactful messages to both small and large groups.
• Strong analytical and relationship management skills, with a proactive approach to improving processes and accommodating frequent travel.

Req Number BUS-26-00012

Position Requirements

Qualifications And Experience

• Bachelor’s Degree in Finance, Economics, Business or related field.
• Minimum 5 years’ experience in the public sector/municipal finance, banking, investment management, or financial services arena, demonstrating increasing levels of responsibility.
• FINRA Licensure: 65 or 66 required or obtained in 90 days of hire.
• CFA, CFP, CMT or other professional designation or candidacy is a plus.
• Strong understanding of capital markets with an emphasis on fixed income.
• Familiarity with financial modeling, review, and analysis.
• 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 $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.

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).