Advisor Consulting Coordinator

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 financials 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. 

Position Overview

The Advisor Consulting Coordinator supports the Senior Vice President (SVP) and the Advisor Consulting team in driving assets under management (AUM) by coordinating meetings, developing presentations, and providing high-quality administrative and operational support that contributes to a data-driven organization. This role is ideal for a highly organized professional with a solid understanding of the investment management industry. In addition to supporting Advisor Consulting, this position collaborates with other executives and serves as a key member of the Administrative Team.

Primary Responsibilities 

• Provide organizational and administrative support for business initiatives, including meeting coordination, data organization, client visit logistics, and preparation of materials.
• Schedule and coordinate internal and external meetings, events, and programs—managing invitations, agendas, attendee coordination, and related budgets.
• Serve as a liaison and support resource for internal partners, including National Accounts, Retirement Planning Services, Private Wealth Management, Operations, Marketing, and Fulfillment.
• Manage and track internal projects and initiatives as assigned, including data management and support.
• Contribute to the Administrative Team by proactively communicating, sharing resources, owning project initiatives for continuous improvement, and providing backup coverage for teammates during vacations and breaks.
• Participate in planning and executing company-wide events in collaboration with the Events Committee.
• Support the SVP of Distribution and Advisor Consulting leadership by managing calendars, monitoring emails and voicemails, scheduling appointments, and prioritizing urgent communications.
• Prepare and maintain accurate and timely expense reports.

Critical Success Factors

• Demonstrate professionalism and accountability in all interactions.
• Uphold the highest standards of ethics, integrity, and confidentiality.
• Communicate clearly and proactively, both verbally and in writing.
• Adapt to changing priorities and take initiative with minimal supervision.
• Display exceptional organizational, planning, and time-management skills.
• Maintain a strong work ethic and willingness to go above and beyond to meet deadlines.

Technical Skills Required

• Bachelor’s degree required
• 1–3 years of experience supporting executives in an administrative or coordination role. 
• Demonstrated project coordination or project management experience, including management of timelines, deliverables, and stakeholder communication. 
• Proficiency with Microsoft Suite (Outlook, Teams, OneDrive, One Note, Word, Excel, PowerPoint), Zoom, CRM systems, and Microsoft Azure. 

*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.