Remote Advisory Services Associate – Institutional Clients

Meeder Investment Management, Inc.; Dublin (OH); On-site; USD 65,000 - 90,000; Full time

Job summary

Meeder Investment Management, headquartered in Dublin, Ohio, seeks an Advisory Services Associate to support the Investment Advisory team. You will assist with prospect research, preparation of investment materials, onboarding, and client reporting, coordinating with Advisors, Investment, and Operations teams to maintain strong client relationships.

The role offers exposure to institutional investment management, development of client service skills, and opportunities to travel for 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 a related field.
• Familiarity with fixed income, cash management, and institutional investment products preferred. Proficiency in Microsoft Excel, PowerPoint, and Word required.

Responsibilities

• Conduct research on prospective institutional clients (municipalities, counties, school districts), including budgets and investment policies.
• Prepare pitch books, RFP responses, proposals, and presentation materials with Advisors.
• Support Advisors across the business development cycle from prospecting to 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.
• Assist with new client onboarding, including account setup and documentation.

Skills

Client & Fiduciary Mindset

Communication

Organization & Execution

Adaptability & Accountability

Growth & Business Development

Education

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

CGIP Certification

CFA/CTP/CPFIM designation (preferred)

Series 6/63/65 (plus)

Tools

Microsoft Excel

PowerPoint

Word

Job description

Meeder Investment Management, headquartered in Dublin, Ohio, seeks an Advisory Services Associate to support the Investment Advisory team. You will assist with prospect research, preparation of investment materials, onboarding, and client reporting, coordinating with Advisors, Investment, and Operations teams to maintain strong client relationships.

The role offers exposure to institutional investment management, development of client service skills, and opportunities to travel for client