Lead Portfolio Architect, Private Wealth

Meeder Investment Management, Inc.

Dublin (OH)

On-site

USD 180,000 - 320,000

Full time

14 days+

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Job summary

Meeder Investment Management, headquartered in Dublin, Ohio, seeks a seasoned Head of Portfolio Strategies for its Private Wealth platform. You will lead asset allocation, design customized portfolios, and serve as a primary investment voice for ultra-high-net-worth clients and their advisors.

You will shape strategic planning with the Private Wealth leadership team, mentor portfolio professionals, and contribute to ongoing development of sophisticated investment capabilities and commentary.

Qualifications

Minimum of 10 years of investment experience with senior asset allocation responsibility.
Experience presenting to advisors and clients is strongly preferred.
Advanced degree or CFA/MBA credentials are valued; CFA preferred.

Responsibilities

Provide strategic leadership within Private Wealth and shape business priorities.
Lead asset allocation decisions across the platform for high-net-worth clients.
Design sophisticated customized portfolios including tax-aware transitions.
Collaborate with financial advisors to grow practice and educate on complex cases.
Lead investment discussions with clients and prospects and provide guidance.
Mentor portfolio management and analyst team members.