Category Business Development
Description Role OverviewThe Director, Investment Services - Texas Connect will grow and deepen Texas Connect's relationships with public entities across Texas, helping government entities strengthen their investment programs by using the Texas Connect local government investment pool. Working closely with the Managing Director, South Region, the Director will lead business development across the full sales cycle, manage an assigned book of client relationships, and bring hands-on public funds expertise to Texas Connect participants. This position is based in Texas and may be performed remotely from a Meeder office location.
Primary Responsibilities - Build and manage a pipeline of public entities that can benefit from the services offered to participants in Texas Connect.
- Lead the full sales cycle, from prospecting and discovery through proposals, finalist presentations, and onboarding.
- Develop referral relationships with CFOs and treasurers, consultants, auditors, bankers, and industry associations.
- Represent Texas Connect at government conferences and events and contribute to targeted marketing campaigns.
- Serve as the primary point of contact for a book of government clients, keeping relationships strong and retention high.
- Run regular relationship reviews alongside Meeder portfolio managers and client service teams.
- Identify opportunities to expand relationships across operating cash, reserves, bond proceeds, and longer-term investment pools.
- Keep CRM records, pipeline reports, and client documentation accurate and current.
- Partner with portfolio management to shape differentiated investment solutions that address the cash-flow, liquidity, and investment challenges facing Texas Connect participants.
- Share timely market and industry insights through client meetings, webinars, white papers, and board or finance committee presentations.
- Feed client and market intelligence back to product, investment, and marketing teams to sharpen Texas Connect's offerings.
- Assist with the preparation and coordination of quarterly board meetings, including meeting materials, reporting, and presentation support.
Position Requirements Qualifications and Experience - Bachelor's degree in Finance, Business, or a related field required.
- Minimum of 5 years of experience in sales, relationship management, or treasury roles.
- Proven record of winning and growing client relationships.
- FINRA Series 63 required, or ability to obtain within 120 days of hire.
- Willingness to travel regularly to meet clients and attend industry events.
- Experience working with Texas public sector entities, including a working knowledge of the Texas Public Funds Investment Act and local government investment pools preferred.
- Understanding of cash management, fixed income, and institutional investment products preferred.
- CFA, CTP, or CFP designation (or progress toward one) preferred.
- Active network in Texas public sector associations preferred.
- Experience with a CRM platform preferred.
Skills & Competencies - Business Development: Proactively builds and converts a pipeline of public sector prospects through a disciplined, consultative sales process.
- Sector Expertise: Understands the financial and operating dynamics of Texas government entities, including their debt issuance and cash-flow cycles.
- Relationship Management: Builds trusted, long-term relationships with CFOs, treasurers, and centers of influence that drive retention and growth.
- Executive Presence: Presents with credibility and confidence to CFOs, finance committees, and boards.
- Solution Orientation: Translates client challenges into tailored cash, liquidity, and investment solutions.
- Collaboration: Partners effectively with portfolio management, client service, product, and marketing teams to deliver for clients.
- Organization & Follow-Through: Manages multiple opportunities while keeping pipeline, CRM, and client documentation accurate and current.
Full-Time/Part-Time Full-Time
Shift -not applicable-
CityState Texas
Zip CodeKey WordsPosition Director, Investment Services
Number of Openings 1
Exempt/Non-Exempt Exempt
Req Number BUS-26-00024
Open Date 10/30/2026
Location Texas Remote
