Senior Internal Sales Desk Lead for Asset Growth

Meeder Investment Management; Dublin (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

Meeder Investment Management in Dublin, OH, seeks an Internal Sales Desk Manager to lead the internal consultant teams and regional sales associates. You will drive asset growth, client retention, and sales discipline across distribution and advisory channels.

Responsibilities include coaching, performance management, and ensuring coordinated sales efforts with product, compliance, and operations to meet strategic goals.

Qualifications

• Bachelor’s degree required; related fields accepted.
• Active SIE, Series 7, and Series 63/65 or Series 66; Series 24 required or within 60 days.
• Experience leading sales, relationship management, or client service teams within asset/wealth management.
• Proven track record driving growth, retention, and productivity through leadership and execution.
• Experience using CRM platforms, sales reporting tools, and data analytics to support planning.

Responsibilities

• Lead Internal Consultant and Regional Sales Associate teams to drive asset growth and retention.
• Develop capabilities through coaching, performance management, and career development initiatives.
• Direct day-to-day execution of the Internal Consultant Sales Desk and coordinate with Regional Consultants.
• Drive sales performance by analyzing activity, pipeline, territory, and market data to identify trends.
• Collaborate with Sales Distribution leadership to ensure consistent market messaging and adherence to regulatory requirements.
• Oversee CRM usage, sales reporting, and compliance to support informed decision-making.

Skills

People Leadership

Communication & Influence

Collaboration & Partnership

Results Orientation

Strategic Thinking

Education

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

Tools

CRM platforms

Sales reporting tools

Data analytics tools

Job description

Meeder Investment Management in Dublin, OH, seeks an Internal Sales Desk Manager to lead the internal consultant teams and regional sales associates. You will drive asset growth, client retention, and sales discipline across distribution and advisory channels.

Responsibilities include coaching, performance management, and ensuring coordinated sales efforts with product, compliance, and operations to meet strategic goals.