Phone Icon
866-MEEDER-1 (866-633-3371)
Email Icon
Contact Icon
Login Icon
Careers
Position:  Regional Investment Consultant, Rocky Mountain Region
Location:  Dublin, OH
Job Id:  160
# of Openings:  1

Meeder Investment Management (Meeder) is a Dublin, Ohio-based asset management firm with over $29 billion in assets under management, advisement, and administration. Meeder offers a wide variety of financial solutions, including Mutual Funds, Separately Managed Accounts, Cash Management and Retirement Plan Services. The firm’s affiliates include three registered investment advisors, a limited purpose broker-dealer, a transfer agency, and the Meeder Funds mutual fund family.

The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs. The Rocky Mountain Region includes Washington, Oregon, Utah, New Mexico, Montana, Wyoming, Idaho, and Colorado. The ideal candidate would reside in the Denver or Colorado Springs area.

Primary Responsibilities
  • Quickly become a subject matter expert on all investment solutions and services.
  • Successfully implement the company's consultative sales process.
  • Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales and activity targets.
  • Build and maintain strong advisor relationships to achieve asset retention goals.
  • Identify and develop client prospects
  • Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.
  • Present at client seminars and training sessions; attend industry conferences as assigned.
  • Demonstrate effective territory management, including efficient scheduling, appropriate CRM completion and adherence to travel and expense budgets.
  • Work with Internal Consultant to build and manage territory.
Critical Success Factors
  • Have conviction and passion for the firm’s investment solutions and services.
  • Demonstrate leadership qualities, ambition and be a self-motivated team player.
  • Ability to recognize opportunities and provide outstanding follow-up and service.
  • Strong presentation and communication skills.
  • Strong listening and probing skills to aid in identifying opportunities and provide solutions.
  • Good organizational skills.
Skills Required
  • 5+ years as experienced successful external wholesaler.in the investment services industry
  • Bachelor’s Degree preferred
  • FINRA Series 6 or 7 licensed, 65 preferred.
  • Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as Morningstar and Zephyr.
  • Live in the State of Colorado.

Apply for this Position
Go back to the job list
TAKE THE NEXT STEP
with Meeder Investment Management
(866) 633-3371
contact@meederinvestment.com
(866) 633-3371
contact@meederinvestment.com