Internal Sales Desk Manager

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

The Internal Sales Desk Manager leads Meeder Investment Management's Internal Wholesalers and Regional Support Associate teams, with primary responsibility for driving asset growth and retention, developing a high-performing sales organization, and ensuring operational excellence across sales distribution. This role partners closely with sales leadership and marketing to align internal and field sales strategies, deliver consistent client messaging, and execute key business initiatives. The Sales Desk Manager provides leadership for Meeder's internal sales and support organization by aligning people, processes, and sales strategies to drive business results. Through talent development, cross-functional collaboration, operational oversight, and data-driven decision making, this role strengthens distribution capabilities, enhances advisor relationships, and supports long-term asset growth and client retention.

Primary Responsibilities

• Lead a team of Internal Consultants and Regional Sales Associate 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 and business growth by leading the analysis of sales activity, pipeline, territory, and market data, identifying trends and opportunities, and translating insights into actionable strategies.
• 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.

Position Requirements

Qualifications And Experience

• Bachelor’s degree in Business, Finance, Economics, Marketing, or a related field required.
• Experience leading and managing sales, relationship management, or client service teams within asset management, investment management, wealth management, or financial services.
• 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.

About the Organization

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 150 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $190 billion in assets under advisement.

Meeder's advice and solution 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 variety of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash 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 $190 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.

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).