Regional Support Associate

Meeder Investment Management; Dublin (OH); On-site; USD 52,000 - 66,000; Full time

Job summary

Meeder Investment Management in Dublin, OH seeks a Regional Support Associate to deliver high-quality service to financial advisors, clients, and internal partners. This entry-level role blends client support, sales execution, and operational coordination, laying the groundwork for growth into sales, consulting, or relationship management.

You will handle inquiries, support client marketing plans, and help ensure timely delivery of investment information while building knowledge of Meeder’s

Qualifications

• Bachelor’s degree in Business, Finance, Economics, or a related discipline.
• FINRA Series 7 and Series 63 licenses required or willingness to obtain within a reasonable timeframe.
• Working knowledge of investment products, financial markets, and the asset management industry is preferred.

Responsibilities

• Provide exceptional service when working with associates and clients; handle inbound calls regarding product information, literature requests, and general inquiries.
• Conduct outbound calls as assigned by management to support client engagement and sales initiatives.
• Respond to requests for information promptly, gathering and organizing materials to ensure timely and accurate fulfillment.
• Assist with the implementation of sales force client marketing plans to support regional growth objectives.
• Identify and recommend process improvements that increase departmental efficiency and enhance the client experience.
• Utilize fund analysis tools and internal systems to strategically leverage Meeder's client offerings.
• Maintain current knowledge of Meeder products, investment management philosophy, industry events, and market developments impacting clients.
• Perform related duties as assigned by management.

Skills

Sales drive

Client-first mindset

Written and verbal communication

Independent & collaborative work

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

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

Job description

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).

Category Business Development

Role Overview

The Regional Support Associate is an entry-level role within Meeder's Sales Distribution team, responsible for delivering high-quality service to financial advisors, clients, and internal partners. The position combines client support, sales execution, and operational coordination-handling inquiries, supporting regional growth initiatives, and ensuring timely delivery of investment information. This role builds foundational knowledge of Meeder's products, markets, and systems while developing strong communication and client relationship skills. It serves as a pipeline for future growth into sales, consulting, or relationship management roles.

Primary Responsibilities

• Provide exceptional service when working with associates and clients; handle inbound calls regarding product information, literature requests, and general inquiries.
• Conduct outbound calls as assigned by management to support client engagement and sales initiatives.
• Respond to requests for information promptly, gathering and organizing materials to ensure timely and accurate fulfillment.
• Assist with the implementation of sales force client marketing plans to support regional growth objectives.
• Identify and recommend process improvements that increase departmental efficiency and enhance the client experience.
• Utilize fund analysis tools and internal systems to strategically leverage Meeder's client offerings.
• Maintain current knowledge of Meeder products, investment management philosophy, industry events, and market developments impacting clients.
• Perform related duties as assigned by management.

Position Requirements

Qualifications and Experience

• Bachelor’s degree in Business, Finance, Economics, or a related discipline.
• FINRA Series 7 and Series 63 licenses required or demonstrated willingness to obtain within a reasonable timeframe.
• Working knowledge of investment products, financial markets, and the asset management industry is preferred.

Skills & Competencies

• Professional, goal-oriented approach to work with a demonstrated sales drive and client-first mindset.
• Outstanding written and verbal communication skills with the ability to interact confidently with clients and colleagues.
• Ability to work effectively both independently and as part of a collaborative team environment, with a capacity to quickly learn new processes and systems.
• Proficiency in Microsoft Excel, Word, and Outlook.

Full-Time/Part-Time Full-Time

Shift First

City Dublin

State Ohio

Key Words

Position Regional Support Associate

Number of Openings 1

Exempt/Non-Exempt Exempt

Req Number BUS-26-00017

Open Date 8/17/2026

Location Meeder Investment Management

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.

This position is currently accepting applications.