Advisory Services Associate

Role Overview

The Advisory Services Associate is an integral member of the Investment Advisory team, supporting both business development opportunities and the ongoing service and retention of institutional clients. This role partners closely with Advisors to conduct prospect research, prepare investment and presentation materials, coordinate client reporting and onboarding, and serve as a liaison across Investment, Operations, and external partners. The position provides broad exposure to institutional investment management and client relationships while offering an opportunity to develop the investment knowledge, business development capabilities, and client service experience needed to take on increasing responsibility within Advisory Services.

Primary Responsibilities

• Conduct research on prospective public entity clients (e.g., municipalities, counties, school districts), including budgets, financial statements, investment policies, and current advisory and banking relationships.
• Prepare pitch books, RFP responses, proposals, and presentation materials in partnership with Advisors.
• Support Advisors across the business development cycle, from prospecting and discovery through finalist presentations and 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.
• Support new client onboarding, including account setup, documentation, and assisting with investment policy review.
• Respond to client requests and help resolve service issues in partnership with Advisors to support high client retention.
• Serve as a liaison between Advisors and Meeder’s Investment and Operations teams.
• Coordinate with external partners, including custodians, auditors, and banking partners.
• Maintain accurate and current CRM records (including prospect activity, pipeline status, and follow-ups), client files, and documentation.
• Contribute to special projects and process improvements across Advisory Services.
• Willingness to travel occasionally to support client meetings and industry events.