Director, Public Funds & Texas Connect - Remote

Meeder Investment Management, Inc.; 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

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.