Sr Manager, Client Information and Process

Meeder Investment Management; New York (NY); On-site; USD 140,000 - 170,000; Full time

Job summary

Meeder Investment Management seeks a Senior Manager, Client Information and Process Management to lead RFP, RFI, and DDQ processes and govern institutional and client information across the organization. This role connects Distribution, Marketing, Investments, Operations, Compliance, and Technology to ensure accurate, consistent client communications.

The position aims to establish ownership, improve data quality, standardize workflows, and create scalable information governance, leveraging

Qualifications

• Bachelor's degree in Business, Finance, Marketing, Information Management, or related field; equivalent combination of education and relevant professional experience may be considered.
• 10+ years of experience within asset management, investment management, institutional client service, investment operations, distribution support, response management, or a related field.
• Demonstrated experience leading and managing institutional RFP, RFI, and DDQ processes for investment products, strategies, and client solutions.
• Experience overseeing firm, product, performance, and client information utilized in consultant databases, due diligence requests, client reporting, and institutional communications.
• Working knowledge of GIPS standards and the associated reporting, documentation, and governance requirements within an investment management environment.
• Experience utilizing CRM platforms, RFP and response-management systems, consultant databases, and information-management tools to support business operations and client communications.

Responsibilities

• Lead the firm-wide RFP, RFI, DDQ, and consultant database response processes, ensuring submissions are accurate, timely, consistent, and aligned with Meeder's strategic objectives.
• Develop and maintain a centralized framework for governing firm, product, strategy, performance, and client information used across institutional and intermediary client communications.
• Partner with stakeholders across Distribution, Marketing, Investments, Operations, Compliance, and Technology to establish clear ownership, accountability, and standards for critical business information.
• Coordinate GIPS-related operational activities, documentation, reporting processes, and cross-functional communication to support consistent and compliant client-facing deliverables.
• Manage the firm's RFP content library and institutional information repository, ensuring content remains current, accurate, easily accessible, and scalable across business lines.
• Evaluate existing workflows and information-management processes to identify opportunities for standardization, improved controls, increased efficiency, and enhanced user experience.
• Support CRM strategy, implementation, and ongoing optimization efforts by providing business requirements, promoting data integrity, and improving the governance of relationship and client information.
• Implement process improvements, automation solutions, and AI-enabled tools that reduce manual effort, improve response quality, and enhance organizational productivity.
• Establish measurable service levels, quality standards, and performance metrics for institutional response management, information governance, and related operational processes.
• Recommend long-term organizational structures, resource requirements, and operational best practices that support the continued growth and scalability of Meeder's institutional and intermediary business.

Skills

Stakeholder mgmt

Governance

Process improvement

Project management

Communication

Strategic thinking

Automation & AI

Education

Bachelor's degree in Business, Finance, Marketing, Information Management, or related field

Tools

CRM platforms

RFP systems

Consultant databases

Information-management tools

Job description

Senior Manager, Client Information and Process Management

The Senior Manager, Client Information and Process Management is responsible for leading the firm's RFP, RFI, and DDQ response processes, overseeing the governance and management of institutional and client information, and driving process improvement across client-facing information systems and workflows. This role serves as a key connector across Distribution, Marketing, Investments, Operations, Compliance, and Technology to ensure information used in client communications is accurate, consistent, and accessible. In the short term, success will be defined by establishing clear ownership, improving data quality, standardizing workflows, and enhancing the efficiency of response management processes. Over the long term, this individual will create a scalable framework for information governance, leverage technology and automation to improve productivity, and strengthen Meeder's ability to deliver consistent and high-quality client experience while supporting the firm's growth objectives.

Primary Responsibilities

• Lead the firm-wide RFP, RFI, DDQ, and consultant database response processes, ensuring submissions are accurate, timely, consistent, and aligned with Meeder's strategic objectives.
• Develop and maintain a centralized framework for governing firm, product, strategy, performance, and client information used across institutional and intermediary client communications.
• Partner with stakeholders across Distribution, Marketing, Investments, Operations, Compliance, and Technology to establish clear ownership, accountability, and standards for critical business information.
• Coordinate GIPS-related operational activities, documentation, reporting processes, and cross-functional communication to support consistent and compliant client-facing deliverables.
• Manage the firm's RFP content library and institutional information repository, ensuring content remains current, accurate, easily accessible, and scalable across business lines.
• Evaluate existing workflows and information-management processes to identify opportunities for standardization, improved controls, increased efficiency, and enhanced user experience.
• Support CRM strategy, implementation, and ongoing optimization efforts by providing business requirements, promoting data integrity, and improving the governance of relationship and client information.
• Implement process improvements, automation solutions, and AI-enabled tools that reduce manual effort, improve response quality, and enhance organizational productivity.
• Establish measurable service levels, quality standards, and performance metrics for institutional response management, information governance, and related operational processes.
• Recommend long-term organizational structures, resource requirements, and operational best practices that support the continued growth and scalability of Meeder's institutional and intermediary business.

Req Number OPE-26-00005

Position Requirements

Qualifications And Experience

• Bachelor's degree in Business, Finance, Marketing, Information Management, or a related field; equivalent combination of education and relevant professional experience may be considered.
• 10+ years of experience within asset management, investment management, institutional client service, investment operations, distribution support, response management, or a related field.
• Demonstrated experience leading and managing institutional RFP, RFI, and DDQ processes for investment products, strategies, and client solutions.
• Experience overseeing firm, product, performance, and client information utilized in consultant databases, due diligence requests, client reporting, and institutional communications.
• Working knowledge of GIPS standards and the associated reporting, documentation, and governance requirements within an investment management environment.
• Experience utilizing CRM platforms, RFP and response-management systems, consultant databases, and information-management tools to support business operations and client communications.

Skills & Competencies

• Ability to build strong partnerships and influence outcomes across multiple departments without direct reporting authority.
• Ability to establish structure, governance, and accountability in complex environments involving numerous stakeholders and information sources.
• Ability to identify process inefficiencies and implement scalable solutions that improve consistency, quality, and operational effectiveness.
• Strong project management and organizational skills, with the ability to prioritize competing demands and execute against multiple deadlines.
• Exceptional written, verbal, and presentation communication skills, with the ability to translate complex information into clear, concise client-facing content.
• Strategic mindset with the ability to balance long-term initiatives and process improvements with day-to-day business needs.
• Commitment to continuous improvement and the effective use of technology, automation, and AI-enabled tools to enhance productivity and information quality.

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).