Institutional Advisory Associate

Meeder Investment Management, Inc.; Farmington (UT); On-site; USD 60,000 - 90,000; Full time

Job summary

Meeder Investment Management seeks an Advisory Services Associate to support institutional client relationships, conduct prospect research, prepare investment materials, and coordinate client reporting and onboarding. You will collaborate with Advisors to strengthen business development efforts and enhance service delivery.

The role offers exposure to institutional investment management, partnership across Advisory, Operations, and external partners, and growth in investment knowledge and client

Qualifications

• Bachelor’s degree required; Business, Finance, Economics, or related field preferred.
• 0–3 years of experience in investment management, financial services, institutional investing, or related field.
• Proficiency in Microsoft Excel, PowerPoint, and Word required.
• Obtain and maintain the Government Investment Professional (CGIP) Certification
• CFA, CTP, or CPFIM designation, or interest in pursuing one, preferred.
• Series 6, 63, 65 a plus.

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 relationships.
• Prepare 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 documentation.
• Contribute to special projects and process improvements across Advisory Services.
• Willingness to travel occasionally to support client meetings and industry events.

Skills

Client & Fiduciary Mindset

Communication

Organization & Execution

Adaptability & Accountability

Growth & Business Development

Education

Bachelor’s degree

Tools

Microsoft Excel

PowerPoint

Word

Job description

Meeder Investment Management seeks an Advisory Services Associate to support institutional client relationships, conduct prospect research, prepare investment materials, and coordinate client reporting and onboarding. You will collaborate with Advisors to strengthen business development efforts and enhance service delivery.

The role offers exposure to institutional investment management, partnership across Advisory, Operations, and external partners, and growth in investment knowledge and client