Category Investments
Description Role OverviewThis role will serve as the Head of Portfolio Strategies for Meeder's Private Wealth platform, a customized separately managed account solution delivered through financial advisors to high net worth and ultra-high net worth clients. The role will lead asset allocation and custom portfolio construction for the platform's largest and most complex relationships. It will also serve as a leading investment voice for financial advisors and their clients, bringing the expertise and executive presence required to advise ultra-high net-worth relationships. As a member of the Private Wealth leadership team, this role will help shape strategic planning and the continued build-out of the Private Wealth solution.
Primary Responsibilities - Provide strategic leadership within Private Wealth, shaping business priorities, advancing trading capabilities, and driving the continued evolution of the solution.
- Lead strategic and tactical asset allocation decisions across the Private Wealth platform.
- Lead the design and implementation of sophisticated, customized portfolios for large and complex relationships, integrating custom indexing and tax-aware transition strategies to effectively address concentrated positions and legacy holdings.
- Partner strategically with financial advisors to accelerate practice growth on the platform through joint planning, complex case design, and advisor education.
- Lead investment discussions and proposal meetings directly with clients and prospects, providing sophisticated investment guidance for ultra-high net worth relationships.
- Serve as a primary investment contact for top advisor partners and key client relationships, supporting retention and asset growth.
- Integrate sophisticated high and ultra-high net worth planning considerations into portfolio design, including tax management, estate and trust structures, liquidity events, and income needs.
- Contribute to the investment process, research, and the evolution of quantitative and custom indexing capabilities.
- Serve as a visible investment voice for Private Wealth through market commentary, webinars, and intermediary due diligence.
- Mentor and develop portfolio management and analyst team members, strengthening investment capabilities across the team.
Position Requirements Qualifications and Experience - Minimum of 10 years of investment experience, including senior responsibility for asset allocation and portfolio construction for high net worth or institutional clients.
- Experience partnering with and presenting to financial advisors, and presenting to their clients, strongly preferred.
- CFA designation strongly preferred. CFP, CPWA, or MBA a plus.
- Bachelor's degree in Finance, Economics, or a related field required.
- Understanding of quantitative investment management preferred.
- Working knowledge of portfolio management, risk, and analytics tools such as Morningstar, FactSet, Axioma, or comparable applications.
Skills & Competencies - Executive Presence: Demonstrates credibility, confidence, and gravitas to lead high-stakes meetings with financial advisors and ultra-high net worth families and successfully advance complex opportunities.
- Advisor & Client Partnership: Proven experience partnering with and presenting to financial advisors, as well as presenting directly to clients.
- Asset Allocation Expertise: Demonstrates deep expertise in strategic and tactical asset allocation and sophisticated multi-asset portfolio construction for high and ultra-high net worth clients.
- Tax-Aware Portfolio Management: Demonstrates deep expertise in custom indexing and sophisticated tax-aware portfolio strategies, including tax-efficient transitions, loss harvesting, and management of concentrated and legacy positions.
- Wealth Planning Insight: Working knowledge of high net worth planning challenges and how they shape portfolio decisions.
- Communication & Influence: Excellent presentation and writing skills, with the ability to make complex investment concepts clear for advisors and clients.
- Strategic Leadership: Strategic, collaborative leader comfortable working hands-on in portfolio details while contributing to broader planning and growth.
Full-Time/Part-Time Full-Time
Shift -not applicable-
CityState Ohio
Zip Code 43017
Key WordsPosition Head of Portfolio Strategies
Number of Openings 1
Exempt/Non-Exempt Non-Exempt
Req Number INV-26-00010
Open Date 10/26/2026
Location Meeder Investment Management
