Advisory Services Associate

Advisory Services Associate

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).

The Advisory Services Associate is an integral member of the Investment Advisory team, supporting both business development opportunities and the ongoing service and retention of institutional clients. This role partners closely with Advisors to conduct prospect research, prepare investment and presentation materials, coordinate client reporting and onboarding, and serve as a liaison across Investment, Operations, and external partners. The position provides broad exposure to institutional investment management and client relationships while offering an opportunity to develop the investment knowledge, business development capabilities, and client service experience needed to take on increasing responsibility within Advisory Services.

Primary Responsibilities:

• Conduct research on prospective public entity clients (e.g., municipalities, counties, school districts), including budgets, financial statements, investment policies, and current advisory and banking relationships.
• Prepare pitch books, RFP responses, proposals, and presentation materials in partnership with Advisors.
• Support Advisors across the business development cycle, from prospecting and discovery through finalist presentations and onboarding.
• Prepare investment materials, portfolio reviews, and board or finance committee presentations for existing clients.
• Coordinate monthly and quarterly client reporting, ensuring accuracy and timely delivery.
• Support new client onboarding, including account setup, documentation, and assisting with investment policy review.
• Respond to client requests and help resolve service issues in partnership with Advisors to support high client retention.
• Serve as a liaison between Advisors and Meeder's Investment and Operations teams.
• Coordinate with external partners, including custodians, auditors, and banking partners.
• Maintain accurate and current CRM records (including prospect activity, pipeline status, and follow-ups), client files, and documentation.
• Contribute to special projects and process improvements across Advisory Services.
• Willingness to travel occasionally to support client meetings and industry events.

Position Requirements - Qualifications and Experience:

• Bachelor's degree required; Business, Finance, Economics, or a related field preferred.
• 03 years of experience in investment management, financial services, institutional investing, or a related field.
• Familiarity with fixed income, cash management, and institutional investment products preferred.
• Proficiency in Microsoft Excel, PowerPoint, and Word required.
• Obtain and maintain the Government Investment Professional (CGIP) Certification.
• CFA, CTP, or CPFIM designation, or interest in pursuing one, preferred.
• Series 6, 63, 65 a plus.

Skills & Competencies:

• Client & Fiduciary Mindset: Demonstrates a strong commitment to serving clients' best interests while maintaining high standards of ethics, integrity, discretion, and confidentiality.
• Communication: Communicates clearly and professionally in both written and verbal interactions, with the ability to effectively convey information to Advisors, clients, prospects, and internal partners.
• Organization & Execution: Effectively manages multiple priorities, projects, and deadlines while maintaining a high degree of accuracy, quality, consistency, and attention to detail.
• Adaptability & Accountability: Demonstrates flexibility in responding to changing priorities, takes ownership of responsibilities, and consistently follows through on commitments.
• Growth & Business Development Orientation: Demonstrates initiative and curiosity in supporting business development, client relationship, and investment knowledge, with a desire to take on increasing responsibility over time.

Full-Time/Part-Time - Full-Time

City - Dublin

State - Ohio

Location - Remote

About the Organization:

Since 1974, Meeder Investment Management has helped clients pursue their financial goals through innovative investment solutions and personalized service. Headquartered in Dublin, Ohio, Meeder is home to more than 150 professionals serving financial advisors and their clients, government entities, healthcare organizations, higher education institutions, and other institutional investors. With more than $190 billion in assets under advisement, Meeder combines decades of investment expertise with an expanding suite of investment and liquidity 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.