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Account Executive

L5

meeder investment managementDenver, COyesterday

Occupations

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelSecurities, Commodities, and Financial Services Sales AgentsPersonal Financial Advisors

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Account Executive Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. 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 Account Executive is responsible for managing select key accounts, maintaining a long-term relationship with clients and maximizing sales opportunities. The ideal candidate will be the lead point of contact for select client matters, anticipate client's needs, work within the company to ensure deadlines for clients are met, and help the client succeed.
Primary Responsibilities:
  • Integral role in new business pitches and responsibility for the effective on-boarding of select key client partnerships
  • Acquiring a thorough understanding of key client needs and requirements.
  • Create a business plan for all current and prospective business opportunities.
  • Responsible for coordination and collaboration between clients and other relevant departments within the business.
  • Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics.
Critical Success Factors: Previous experience in Account Management or Territory sales on a national level. Strong relationship building skills. Highly self-motivated. Excellent organization abilities. Ability to multitask, prioritize, and manage time efficiently. Excellent verbal and written communication skills; must be a listener, a presenter, and a people-person.
Skills Required:
  • Bachelor's degree.5-7 years of key account experience, within the investment industry
  • Experience in financial sales and providing solutions based on client needs.
  • Appropriate Securities Licenses -preferably- Series 6, 66 or 7
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Apply now (opens in a new tab)

Level

SeniorL5

Location

Denver, CO

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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