Bachelor's degree in Business, Finance, Economics, Marketing, or a related field required.
Experience leading sales or client service teams in asset management or financial services.
Active SIE, Series 7, and Series 63/65 or Series 66 licenses required; Series 24 must be obtained within 60 days.
Demonstrated experience in advisor distribution and sales strategies in a regulated environment.
Proven track record of driving business growth and client retention through effective leadership.
Experience with CRM platforms and data analytics for sales management.
Knowledge of financial markets and economic trends affecting investment solutions.
Responsibilities
Lead Internal Consultants and Regional Sales Associates to drive asset growth and client retention.
Develop team capabilities through coaching, mentoring, and training initiatives.
Direct daily operations of the Internal Consultant Sales Desk to align with territory objectives.
Analyze sales activity and market data to identify trends and implement growth strategies.
Champion strategic sales initiatives and ensure associates are equipped with necessary tools and knowledge.
Collaborate with sales leadership and cross-functional partners for consistent market messaging.
Oversee CRM utilization and sales reporting to support operational excellence and compliance.
Benefits
Comprehensive health and wellness programs.
Retirement savings plan with company match.
Professional development and training opportunities.
Flexible work arrangements to support work-life balance.
Employee recognition programs and incentives.
Full Job Description
Category Sales and Marketing
Description
The Internal Sales Desk Manager leads Meeder Investment Management's Internal Consultant and Regional Support Associate teams, with primary responsibility for driving asset growth and retention, developing a high-performing sales organization, and ensuring operational excellence across sales distribution. This role partners closely with sales leadership and marketing to align internal and field sales strategies, deliver consistent client messaging, and execute key business initiatives. The Sales Desk Manager provides leadership for Meeder's internal sales and support organization by aligning people, processes, and sales strategies to drive business results. Through talent development, cross-functional collaboration, operational oversight, and data-driven decision making, this role strengthens distribution capabilities, enhances advisor relationships, and supports long-term asset growth and client retention.
Primary Responsibilities
Lead a team of Internal Consultants and Regional Sales Associate driving asset growth, client retention, and a culture of accountability, collaboration, and high performance.
Develop team capabilities through coaching, performance management, mentoring, training, and career development initiatives that enhance sales effectiveness and prepare associates for future growth opportunities.
Direct the day-to-day execution of the Internal Consultant Sales Desk, ensuring Internal Consultants are aligned to territory objectives, effectively supporting Regional Consultants, and delivering coordinated sales efforts that strengthen advisor relationships and business results. Drive sales performance and business growth by leading the analysis of sales activity, pipeline, territory, and market data, identifying trends and opportunities, and translating insights into actionable strategies.
Drive sales performance by monitoring activity, analyzing key metrics, identifying trends, and implementing strategies that support growth and retention objectives.
Champion strategic sales initiatives, product launches, and marketing campaigns by ensuring associates are prepared with the knowledge, tools, and messaging needed to effectively support distribution efforts.
Collaborate with Sales Distribution leadership and cross-functional partners to ensure consistent market messaging, share field insights, and advance organizational priorities.
Oversee CRM utilization, sales reporting, regulatory compliance, and supervisory responsibilities to support informed decision-making, operational excellence, and adherence to firm and FINRA requirements.
Position Requirements
Qualifications and Experience
Bachelor's degree in Business, Finance, Economics, Marketing, or a related field required.
Experience leading and managing sales, relationship management, or client service teams within asset management, investment management, wealth management, or financial services.
Active SIE, Series 7, and Series 63/65 or Series 66 licenses required; Series 24 license required or must be obtained within 60 days of employment.
Demonstrated experience supporting advisor distribution, investment products, and sales strategies within a regulated financial services environment.
Proven track record of driving business growth, client retention, and sales productivity through effective team leadership and execution.
Experience utilizing CRM platforms, sales reporting tools, and data analytics to support business planning and sales management.
Knowledge of financial markets, economic trends, and industry developments that impact advisors, clients, and investment solutions.
Skills & Competencies
People Leadership: Inspires, coaches, and develops associates while fostering a culture of accountability, engagement, collaboration, and continuous improvement.
Communication & Influence: Builds credibility and trust through authentic communication, effectively delivers presentations, facilitates discussions, and influences stakeholders at all levels.
Collaboration & Partnership: Establishes strong working relationships across sales, marketing, product, compliance, and operations to drive alignment and successful execution.
Results Orientation: Demonstrates ownership, sound judgment, and a focus on measurable outcomes while consistently delivering against growth, retention, and team performance objectives.
Strategic Thinking: Aligns team activities with organizational objectives, proactively identifies opportunities and challenges, and effectively prioritizes resources to achieve business goals.
