Advisor Support Specialist

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).

Category

Business Support

Description

The Advisor Support Specialist will support the fast-growing Private Wealth Management (PWM) team. The PWM team works with financial advisors throughout the country to serve their clients with a customized separately managed account. This role will serve as a liaison between financial advisors and our internal sales team to manage the new account opening process. The PWM team constructs custom portfolios of individual stocks, ETFs, and mutual funds. Through detailed conversations with advisors and their clients, each account is constructed to the custom tax budget, risks, and goals of the client.

Primary Responsibilities:

Coordinate with the PWM team and the sales team on new accounts such as opening, funding, and initial trading

Communicate and manage the new account opening process for advisors, ensuring all information to open and manage the account has been received

Provide information and communicate with advisors on account information such as proposals, withdrawals, deposits, account review, reporting, etc.

Work closely with PWM operations and sales teams on necessary information or required processes for proposals, account opening, trading and account maintenance

Confirm accuracy in all account information and business line information across all systems including reporting and client relationship management systems

Monitor all paperwork for any missing data and inaccuracies

Recommend solutions to improve current processes and relationships with current advisors

Assist the PWM team and the sales team in proposal creation by inputting the necessary investment data

Assist in creation and organization marketing or sales materials

Assist in the monitoring and compiling of data for monthly and quarterly reports

Complete any ad hoc projects for PWM team Critical Success Factors:

Able to work in a fast-paced environment

Eager to take initiative

Accurate, organized and detail oriented

Strong communication and writing skills

Team player who is committed, dedicated, and confident

Reliable and timely, with solid problem-solving skills

Professional and accountable with a high degree of integrity

Willingness to learn and expand knowledge base through continuing education Position Requirements

Skills Required:

Bachelor's degree required

1-3 years' experience

Advanced knowledge with Microsoft Office

Intermediate knowledge of financial markets and related products

Full-Time/Part-Time

Full-Time

Shift

-not applicable-

City

State

Zip Code

Key Words

Position

Advisor Support Specialist

Number of Openings

1

Exempt/Non-Exempt

Non-Exempt

Req Number

BUS-25-00005

Open Date

5/19/2025

Location

Meeder Investment Management

About the Organization

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Headquartered in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 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 for more. See Meeder's social media pages at

*Assets Under Advisement consist of $63.82 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, 2024.

This position is currently accepting applications.