Private Wealth Management Sales Consultant

Meeder Investment Management

Dublin, OH

Vision , Medical , Dental , Paid Time Off , Life Insurance , Retirement
Full-Time

Job Description

Our growing Private Wealth team serves as the separate account manager to advisors around the country. This candidate will work closely with new and prospective advisors on all aspects of investment strategy, portfolio construction, and wealth management responsibilities. We envision this role as having rapidly growing direct client responsibilities. The Private Wealth Sales Consultant plays an integral role supporting the cultivation and management of relationships with financial advisors looking to service clients within the high-net-worth marketplace. This position will drive sales for Meeder’s Private Wealth team through deep collaboration with the sales team and financial advisors on creating customized portfolio solutions and promoting the white-glove services available to their high-net-worth clients and prospects.

Primary Responsibilities

Support Meeder internal and external sales teams to foster new and maintain existing relationships with financial advisors and prospective clients.
Review and analyze high net worth client data, investment portfolios, trusts, and financial plans to create customized client proposals for advisors.
Prepare client proposals and articulate the team investment philosophy and portfolio management approach to high-net-worth advisors and clients.
Work closely with Portfolio Managers and Analysts in the portfolio construction and management of customized high net worth accounts.
Prepare and present customized portfolio solutions and proposals to meet the financial planning and investment objectives of high net worth individual and institutional clients.
Ability to present comprehensive investment portfolios to advisors and prospective clients.
Lead new account opening process working with the investment and operation teams.
Manage and maintain advisor database and client relationship management tools to assist in the operational and administrative service and support of the Private Wealth group.

Critical Success Factors

Strong understanding of financial services industry, especially wealth management, investment management and portfolio construction.
Demonstrate strong presentation, analytical, interpersonal, relationship management, with excellent written and verbal communication skills.
Team player, self-starter, detail-oriented, proactive, high degree of autonomy
Ability to excel managing multiple tasks and shifting priorities.
A positive attitude and high energy level.

Skills Required

Bachelor’s degree in finance or related field.
5 years of experience in investments, financial planning or other capacity that has provided relevant experience.
Additional education and credentials are preferred (i.e., CIMA, CFP, CFA)
Previous experience with advisory practice or high net worth clients is preferred.

Company Description

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, OH, Meeder has over 125 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $150 billion in assets under advisement as of December 31, 2023.*

*Assets Under Advisement consist of $58.4 billion of regulatory assets under management by Meeder Investment Management’s registered investment adviser affiliates and $100.6 billion of non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation.

Meeder's advice 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.

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. 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).