Head of Portfolio Strategies

EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).

Category Investments

Description

This 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.

• 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.

• 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, Fact Set, Axioma, or comparable applications.

• 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…