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Regional Investment Consultant, North Central Region

Meeder Investment Management
      30+ days ago

      Job Description

       
      Meeder’s advice and product 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 broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. 
       
      Meeder associates enjoy a dynamic working environment that is built on our five core values:  Integrity, Passion, Discipline, Excellence, and Results.  To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.
                 
      The successful candidate must possess the skills to discuss and present Meeder’s investment solutions to Registered Investment Advisors (RIAs) and Registered Representatives. Utilizing a consultative approach, the candidate must effectively provide investment solutions across Mutual Funds, Managed Account Solutions, and SMAs.  The Great Lakes Region includes Illinois, Wisconsin, North Dakota, and South Dakota.  The ideal candidate would currently reside within the territory.
       
      Primary Responsibilities
      • Partner with existing Senior Regional Consultant in the Central Plains during the transition of existing clients in the assigned states.
      • Provide Internal Consultant type support for the balance of the Central Plains territory.
      • Quickly become a subject matter expert on all investment solutions and services.
      • Successfully implement the company's consultative sales process.
      • Develop and execute territory sales plans; leverage resources to achieve quarterly and annual sales and activity targets.
      • Build and maintain strong advisor relationships to achieve asset retention goals.
      • Identify and develop client prospects
      • Demonstrate knowledge of Independent RIAs and Broker Dealers proprietary platforms and competition.
      • Present at client seminars and training sessions; attend industry conferences as assigned.
      • Demonstrate effective territory management, including efficient scheduling, appropriate CRM completion and adherence to travel and expense budgets.
      • Work with Manager and Senior Regional Consultant to build and manage territory.
      ​Critical Success Factors
      • Have conviction and passion for the firm’s investment solutions and services.
      • Demonstrate leadership qualities, ambition and be a self-motivated team player.
      • Ability to recognize opportunities and provide outstanding follow-up and service.
      • Strong presentation and communication skills.
      • Strong listening and probing skills to aid in identifying opportunities and provide solutions.
      • Good organizational skills.
      Skills Required
      • 3+ years as experienced successful Internal or Hybrid Consultant in the investment services industry
      • CIMA, CFP, CPWA, BFA or CFA are preferred
      • Bachelor’s Degree
      • FINRA Series 6 or 7 licensed, 65 preferred.
      • Proficient in CRM, Microsoft Excel, Word and PowerPoint software programs, as well as Morningstar and Zephyr.
       

       

      Numbers & Facts

      Location
      Websitehttp://www.meederinvestment.com/

      Skills

      • Asset Managementunmatched
      • Budgetingunmatched
      • Cash Managementunmatched
      • Chartered Financial Analyst (CFA)unmatched
      • Chartered Institute of Management Accountants (CIMA)unmatched
      • Communication Skillsunmatched
      • Conferencesunmatched
      • Consultative Salesunmatched
      • Consultingunmatched
      • Customer Relationship Management (CRM)unmatched
      • Customer Support/Serviceunmatched
      • Develop and Maintain Customersunmatched
      • Governmentunmatched
      • Investment Managementunmatched
      • Investment Servicesunmatched
      • Leadershipunmatched
      • Microsoft Excelunmatched
      • Microsoft PowerPointunmatched
      • Microsoft Wordunmatched
      • Mutual Fundsunmatched
      • Presentation/Verbal Skillsunmatched
      • Registered Investment Advisor (RIA)unmatched
      • Retirement Planunmatched
      • Salesunmatched
      • Seminarsunmatched
      • Series 6unmatched
      • Team Playerunmatched
      • Territory Developmentunmatched
      • Territory Managementunmatched

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