Director, Investment Services (Texas Connect)

Meeder Investment Management; Dallas (TX); Remote; USD 150,000 - 210,000; Full time

Job summary

Meeder Investment Management is seeking a Director for Investment Services focused on Texas Connect. This role builds and deepens relationships with public entities across Texas, leading sales cycles and bringing hands-on public funds expertise to participants.

Based in Texas with flexibility for remote work from a Meeder office, the candidate will manage a book of government clients, collaborate with portfolio managers, and contribute to targeted marketing and board-level support.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field required.
• Minimum of 5 years of experience in sales, relationship management, or treasury roles.
• FINRA Series 63 required or ability to obtain within 120 days of hire.
• Willingness to travel regularly to meet clients and attend industry events.
• Experience with Texas public sector entities and local government investment pools preferred.

Responsibilities

• Build and manage a pipeline of public entities for Texas Connect services.
• Lead the full sales cycle from prospecting to onboarding and proposals.
• Develop referral relationships with CFOs, treasurers, consultants, auditors, bankers, and associations.
• Represent Texas Connect at government conferences and events and support marketing campaigns.
• Serve as the primary contact for government clients to maintain strong relationships.
• Run regular relationship reviews with Meeder portfolio managers and client service teams.
• Identify opportunities to expand relationships across cash, liquidity, and investment pools.
• Maintain accurate CRM records, pipeline reports, and client documentation.
• Partner with portfolio management to shape investment solutions addressing cash-flow and liquidity challenges.
• Share market insights through meetings, webinars, and board presentations.
• Provide intelligence to product, investment, and marketing teams to sharpen offerings.

Skills

Business Development

Sector Expertise

Relationship Management

Executive Presence

Solution Orientation

Collaboration

Organization & Follow-Through

Education

Bachelor’s degree in Finance, Business

Tools

CRM platform

Job description

Director, Investment Services (Texas Connect)

EOE Statement Meeder Investment Management is an equal employment opportunity employer. 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).

Category Business Development

Description

Role Overview

The Director, Investment Services – Texas Connect will grow and deepen Texas Connect’s relationships with public entities across Texas, helping government entities strengthen their investment programs by using the Texas Connect local government investment pool. Working closely with the Managing Director, South Region, the Director will lead business development across the full sales cycle, manage an assigned book of client relationships, and bring hands‑on public funds expertise to Texas Connect participants. This position is based in Texas and may be performed remotely from a Meeder office location.

Primary Responsibilities

• Build and manage a pipeline of public entities that can benefit from the services offered to participants in Texas Connect.
• Lead the full sales cycle, from prospecting and discovery through proposals, finalist presentations, and onboarding.
• Develop referral relationships with CFOs and treasurers, consultants, auditors, bankers, and industry associations.
• Represent Texas Connect at government conferences and events and contribute to targeted marketing campaigns.
• Serve as the primary point of contact for a book of government clients, keeping relationships strong and retention high.
• Run regular relationship reviews alongside Meeder portfolio managers and client service teams.
• Identify opportunities to expand relationships across operating cash, reserves, bond proceeds, and longer‑term investment pools.
• Keep CRM records, pipeline reports, and client documentation accurate and current.
• Partner with portfolio management to shape differentiated investment solutions that address the cash‑flow, liquidity, and investment challenges facing Texas Connect participants.
• Share timely market and industry insights through client meetings, webinars, white papers, and board or finance committee presentations.
• Feed client and market intelligence back to product, investment, and marketing teams to sharpen Texas Connect’s offerings.
• Assist with the preparation and coordination of quarterly board meetings, including meeting materials, reporting, and presentation support.

Position Requirements

Qualifications and Experience

• Bachelor’s degree in Finance, Business, or a related field required.
• Minimum of 5 years of experience in sales, relationship management, or treasury roles.
• Proven record of winning and growing client relationships.
• FINRA Series 63 required, or ability to obtain within 120 days of hire.
• Willingness to travel regularly to meet clients and attend industry events.
• Experience working with Texas public sector entities, including a working knowledge of the Texas Public Funds Investment Act and local government investment pools preferred.
• Understanding of cash management, fixed income, and institutional investment products preferred.
• CFA, CTP, or CFP designation (or progress toward one) preferred.
• Active network in Texas public sector associations preferred.
• Experience with a CRM platform preferred.

Skills & Competencies

• Business Development: Proactively builds and converts a pipeline of public sector prospects through a disciplined, consultative sales process.
• Sector Expertise: Understands the financial and operating dynamics of Texas government entities, including their debt issuance and cash‑flow cycles.
• Relationship Management: Builds trusted, long‑term relationships with CFOs, treasurers, and centers of influence that drive retention and growth.
• Executive Presence: Presents with credibility and confidence to CFOs, finance committees, and boards.
• Solution Orientation: Translates client challenges into tailored cash, liquidity, and investment solutions.
• Collaboration: Partners effectively with portfolio management, client service, product, and marketing teams to deliver for clients.
• Organization & Follow‑Through: Manages multiple opportunities while keeping pipeline, CRM, and client documentation accurate and current.

Full-Time/Part-Time

Full-Time

Shift

-not applicable-

City

State Texas

Key Words

Position Director, Investment Services

Number of Openings

1

Exempt/Non-Exempt

Exempt

Req Number

BUS-26-00024

Open Date

10/30/2026

Location

Texas Remote

About the Organization

Since 1974, Meeder Investment Management has helped clients pursue their financial goals through innovative investment solutions and personalized service. Headquartered in Dublin, Ohio, Meeder is home to more than 150 professionals serving financial advisors and their clients, government entities, healthcare organizations, higher education institutions, and other institutional investors. With more than $190 billion in assets under advisement, Meeder combines decades of investment expertise with an expanding suite of investment and liquidity 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.

Visit www.meederinvestment.com for more. See Meeder's social media pages at https://linktr.ee/Meeder

*Assets Under Advisement consist of $70.32 billion of regulatory assets under management for which Meeder Investment Management's registered investment adviser affiliates provide continuous and regular investment management services as disclosed in their Form ADV and non-discretionary assets as to which Meeder Public Funds provides strategic advice or consultation but does not have the authority to effectuate transactions as of December 31, 2025.