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Vice President, National Accounts

Meeder Investment Management
Dublin, OH
  • Posted: over a month ago
  • Full-Time
  • Benefits: 401k, dental, life insurance, medical, vision,
Job Description

The VP, National Accounts is responsible for the development, management, service and support of national accounts for Meeder Investment Management. This position will ensure that our investment products and solutions are made available on investment platforms, with independent broker-dealer strategic partnerships and firms. This role will report to the Senior Vice President of Intermediary Sales Distribution.

Primary Responsibilities:

  • Drive the growth of new assets and advisor representative relationships based on key goals and metrics to be established by senior leadership, along with the retention of assets for current relationships.
  • Work closely with senior leadership as it pertains to the development and deployment of National Accounts strategy and tactics.
  • Develop relationships with new and existing National Accounts.
  • Assist in the management and support regarding the scheduling of conferences, events and office visits.
  • Attend, manage and be able to present content at conferences, events and office visits.
  • Provide training and education of Meeder products and solutions to IBD and platform office personnel and internal and external sales personnel.
  • Oversee investment product and solutions deployment within IBD’s and on investment platforms.
  • Responsible for supervising the implementation of IBD and platform contracts and agreements.
  • Provide management support and distribution of marketing content as it pertains to its use on websites and in periodicals used by our national account relationships.
  • Oversee the maintenance and procurement of all lists, data and information pertaining to advisor representatives for our CRM in concert with the Director of Operations and Administration of Advisor Services.
  • Meet and exceed key metrics for defined “focus” firms as determined by the VP of National Accounts and Executive Leadership.

Critical Success Factors:

  • Deep understanding of and strong ability to effectively navigate the National Accounts marketplace.
  • Strong investment industry business acumen and understanding of investment platforms.
  • Strategic thinker with strong leadership, planning and execution abilities.
  • Solid negotiation skills with ability to mediate to a successful outcome.
  • Strong understanding of contracts and agreements.
  • Excellent organizational and time management skills, with the ability to multi-task.
  • Articulate, confident and driven, with the ability to work with like-minded professionals in a results-oriented, fast paced and growing environment.
  • Committed, personable, persistent, and competitive with a positive attitude.
  • Ability to travel up to 50% of the time.

Skills Required:

  • Bachelor’s degree required.
  • 7-10 years’ experience within the investment management industry with sales/marketing experience preferred.
  • 3-5 years’ experience at the director level, developing National Account relationships within an investment management firm.
  • Series 6, 7, 63, 65, 66 preferred.
Company Description
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $45 billion in assets under advisement.

Meeder’s advisory and product 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.

Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

Meeder Investment Management

Why Work Here?
Wonderful team-oriented environment with a lot of growth opportunities.

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $45 billion in assets under advisement. Meeder’s advisory and product 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. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

Address

Dublin, OH
USA

Industry

Business

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