Account Executive

Meeder Investment Management Inc; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

A leading investment management firm is seeking an Account Executive to manage key accounts and develop client partnerships. The successful candidate will have a strong background in account management within the investment industry, excellent relationship-building skills, and a commitment to achieving client success. This dynamic role involves creating business plans, coordinating client needs, and reporting on key metrics to stakeholders.

Qualifications

• 5-7 years of key account experience in the investment industry is essential.
• Experience in financial sales and client need solutions is critical.
• Strong verbal and written communication skills are required.

Responsibilities

• Manage key accounts and maintain long-term client relationships.
• Coordinate and collaborate between clients and relevant business departments.
• Prepare regular client progress reports using key metrics.

Skills

Account Management

Relationship Building

Self-Motivation

Organization

Time Management

Communication

Education

Securities Licenses (Series 6, 66 or 7 preferred)

Job description

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 broad suite 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.

The Account Executive is responsible for managing select key accounts, maintaining a long-term relationship with clients and maximizing sales opportunities. The ideal candidate will be the lead point of contact for select client matters, anticipate client’s needs, work within the company to ensure deadlines for clients are met, and help the client succeed.

Primary Responsibilities

• Integral role in new business pitches and responsibility for the effective on-boarding of select key client partnerships
• Acquiring a thorough understanding of key client needs and requirements.
• Create a business plan for all current and prospective business opportunities.
• Responsible for coordination and collaboration between clients and other relevant departments within the business.
• Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics.

Critical Success Factors

• Previous experience in Account Management or Territory sales on a national level.
• Strong relationship building skills.
• Highly self-motivated.
• Excellent organization abilities.
• Ability to multitask, prioritize, and manage time efficiently.
• Excellent verbal and written communication skills; must be a listener, a presenter, and a people-person.

Skills Required

• 5-7 years of key account experience, within the investment industry
• Experience in financial sales and providing solutions based on client needs.
• Appropriate Securities Licenses -preferably- Series 6, 66 or 7