Internal Sales Desk Leader for Asset Growth

Meeder Investment Management, Inc.; Ohio; On-site; USD 90,000 - 130,000; Full time

Job summary

Meeder Investment Management in Dublin, Ohio, seeks an Internal Sales Desk Manager to lead Internal Consultants and Regional Sales Associates, aligning sales strategies with leadership and marketing to drive asset growth and client retention.

You will oversee CRM, reporting, compliance with FINRA, and develop a high-performing team through coaching, training, and performance management, delivering results in a regulated financial services environment.

Qualifications

• Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field.
• Active SIE, Series 7, and Series 63/65 or Series 66 licenses required; Series 24 license required or must be obtained within 60 days of employment.
• Demonstrated experience supporting advisor distribution, investment products, and sales strategies within a regulated financial services environment.
• Proven track record of driving business growth, client retention, and sales productivity through effective team leadership and execution.
• Experience utilizing CRM platforms, sales reporting tools, and data analytics to support business planning and sales management.
• Knowledge of financial markets, economic trends, and industry developments that impact advisors, clients, and investment solutions.
• People Leadership: Inspires, coaches, and develops associates while fostering a culture of accountability, engagement, collaboration, and continuous improvement.
• Communication & Influence: Builds credibility and trust through authentic communication, effectively delivers presentations, facilitates discussions, and influences stakeholders at all levels.
• Collaboration & Partnership: Establishes strong working relationships across sales, marketing, product, compliance, and operations to drive alignment and successful execution.
• Results Orientation: Demonstrates ownership, sound judgment, and a focus on measurable outcomes while consistently delivering against growth, retention, and team performance objectives.
• Strategic Thinking: Aligns team activities with organizational objectives, proactively identifies opportunities and challenges, and effectively prioritizes resources to achieve business goals.

Responsibilities

• Lead a team of Internal Consultants and Regional Sales Associates driving asset growth, client retention, and a culture of accountability, collaboration, and high performance.
• Develop team capabilities through coaching, performance management, mentoring, training, and career development initiatives that enhance sales effectiveness and prepare associates for future growth opportunities.
• Direct the day-to-day execution of the Internal Consultant Sales Desk, ensuring Internal Consultants are aligned to territory objectives, effectively supporting Regional Consultants, and delivering coordinated sales efforts that strengthen advisor relationships and business results.
• Drive sales performance by monitoring activity, analyzing key metrics, identifying trends, and implementing strategies that support growth and retention objectives.
• Champion strategic sales initiatives, product launches, and marketing campaigns by ensuring associates are prepared with the knowledge, tools, and messaging needed to effectively support distribution efforts.
• Collaborate with Sales Distribution leadership and cross-functional partners to ensure consistent market messaging, share field insights, and advance organizational priorities.
• Oversee CRM utilization, sales reporting, regulatory compliance, and supervisory responsibilities to support informed decision-making, operational excellence, and adherence to firm and FINRA requirements.

Skills

People Leadership

Communication & Influence

Collaboration & Partnership

Results Orientation

Strategic Thinking

Education

Bachelor’s degree in Business, Finance, Economics, Marketing, or related field

Tools

CRM systems

Sales reporting tools

Data analytics

Job description

Meeder Investment Management in Dublin, Ohio, seeks an Internal Sales Desk Manager to lead Internal Consultants and Regional Sales Associates, aligning sales strategies with leadership and marketing to drive asset growth and client retention.

You will oversee CRM, reporting, compliance with FINRA, and develop a high-performing team through coaching, training, and performance management, delivering results in a regulated financial services environment.