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Director Of Advisory Jobs (NOW HIRING)

Advisory Director

New York, NY ยท On-site

$160K - $200K/yr

We take ownership of complex problems and stay relentlessly focused on our users. If you thrive in ... What You Will Own As a Director of Advisory at Rogo,you'll manage our major partnerships and help ...

This role works under the direction of the Assistant Director of Advisory Curriculum Development and collaborates with instructors, teaching and learning managers, cross-functional teams and external ...

Join us! The Treasury Advisory Executive (Director) is a senior member of the Global Payments Solutions (GPS) Advisory team within the Specialized Product Sales group, reporting directly to the ...

Join us! The Treasury Advisory Executive (Director) is a senior member of the Global Payments Solutions (GPS) Advisory team within the Specialized Product Sales group, reporting directly to the ...

Join us! The Treasury Advisory Executive (Director) is a senior member of the Global Payments Solutions (GPS) Advisory team within the Specialized Product Sales group, reporting directly to the ...

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Director, Advisory Services (Midwest)

Dublin, OH โ€ข Hybrid

Meeder Investment Management
Finance and Insuranceย โ€ขย 51 - 200 employees

Full-time

Re-posted yesterday


Job 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.