Advisory Services Associate

Primary Responsibilities: Conduct research on prospective public entity clients (e.g., municipalities, counties, school districts), including budgets, financial statements, investment policies, and current advisory and banking pitch books, RFP responses, proposals, and presentation materials in partnership with Advisors. Support Advisors across the business development cycle, from prospecting and discovery through finalist presentations and onboarding. Prepare investment materials, portfolio reviews, and board or finance committee presentations for existing clients. Coordinate monthly and quarterly client reporting, ensuring accuracy and timely delivery. Support new client onboarding, including account setup, documentation, and assisting with investment policy review. Respond to client requests and help resolve service issues in partnership with Advisors to support high client retention. Serve as a liaison between Advisors and Meeder's Investment and Operations teams. Coordinate with external partners, including custodians, auditors, and banking partners. Maintain accurate and current CRM records (including prospect activity, pipeline status, and follow-ups), client files, and to special projects and process improvements across Advisory Services. Willingness to travel occasionally to support client meetings and industry events.

Position Requirements: Qualifications and Experience:

• Bachelor's degree required; Business, Finance, Economics, or a related field preferred.1–3 years of experience in investment management, financial services, institutional investing, or a related field.
• Familiarity with fixed income, cash management, and institutional investment products preferred.
• Proficiency in Microsoft Excel, PowerPoint, and Word required.
• Obtain and maintain the Government Investment Professional (CGIP), CTP, or CPFIM designation, or interest in pursuing one, preferred.
• Skills & Competencies:
• Client & Fiduciary Mindset: Demonstrates a strong commitment to serving clients' best interests while maintaining high standards of ethics, integrity, discretion, and confidentiality.
• Communication: Communicates clearly and professionally in both written and verbal interactions, with the ability to effectively convey information to Advisors, clients, prospects, and internal partners.
• Organization & Execution: Effectively manages multiple priorities, projects, and deadlines while maintaining a high degree of accuracy, quality, consistency, and attention to detail.
• Adaptability & Accountability: Demonstrates flexibility in responding to changing priorities, takes ownership of responsibilities, and consistently follows through on commitments.
• Growth & Business Development Orientation: Demonstrates initiative and curiosity in developing business development, client relationship, and investment knowledge, with a desire to take on increasing responsibility over time.

Location: Dublin, Ohio