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Meeder Investment Management · 2 days ago

Director, Advisory Services (West)

United States

Full-time

Remote

Mid, Senior Level

5+ years exp

Meeder Investment Management is a financial services company that has been helping clients reach their financial goals since 1974. They are seeking a Director of Advisory Services to expand their Public Funds division through new business development and manage existing client relationships, focusing on analyzing investment options and developing strategies for closing new business.

Financial ServicesVenture Capital

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

Qualification

Business DevelopmentCapital Markets KnowledgeFinancial ModelingCFA CertificationProject ManagementAnalytical SkillsRelationship ManagementCommunication SkillsOrganizational SkillsPresentation 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

Strong working knowledge of Word, Excel and PowerPoint

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-paced 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