Email Alert for
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.
California Community Colleges
Santa Ana, CA, United States
Director, Accounting, Audit and Advisory Services Job Title: Director, Accounting, Audit and Advisory Services Minimum Qualifications: A Bachelors Degree from a recognized four-year college or university with a major in accounting, business administration, finance; or a closely related field including or supplemented by at least 24 semester u
Job Source: California Community CollegesRegal Executive Search
Irvine, CA, United States
Senior Manager/ Director - Accounting and Transaction Advisory Services Irvine , CA 92618 Job Description Our client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth. As a result, you will have the opportunity to grow your career in a dynamic e
Job Source: Regal Executive SearchEide Bailly LLP
Tustin, CA, United States
Overview: Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 40 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselve
Job Source: Eide Bailly LLPEide Bailly
Tustin, CA, United States
Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supp
Job Source: Eide BaillyFashion Institute of Design & Merchandising
Irvine, CA, United States
This service is set to disconnect automatically after {0} minutes of inactivity. Your session will end in {1} minutes. Click OK to reset the timer to {0} minutes. You have been signed out. This service is set to sign out after {0} minutes of inactivity. Ready to learn more? Let's work together to make great thingspossible. We design solutions to
Job Source: Fashion Institute of Design & MerchandisingEide Bailly
Tustin, CA, United States
Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supp
Job Source: Eide BaillyLifetime Recruiting Strategies
Brea, CA, United States
This position requires someone with experience in recruiting, training, and developing a team of agents but also a successful record in sales performance. The ideal candidate possesses good communication and interpersonal skills, as well as strong organizational skills. Responsibilities: Recruiting, training, managing and developing new managers
Job Source: Lifetime Recruiting StrategiesEide Bailly
Tustin, CA, United States
Who We Are Eide Bailly is one of the top 25 CPA and business advisory firms in the nation. We have over 41 offices in 15 states across the Midwest and western United States, and offer our staff and Partners the opportunity to serve a variety of industries. Founded in 1917, our culture is the foundation of who we are, and we pride ourselves on supp
Job Source: Eide BaillyIrvine, CA, United States
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, national origin, disability status, protected veteran status or any other characteristic protected by law.
Category
Business Development
Description
We are seeking candidates currently residing in/near major metropolitan cities in the state of California. The Director, Advisory Services will work with existing client relationships as well as working to expand the Public Funds division through new business development. This individual will achieve this by identifying prospects, analyzing portfolios and developing strategies for closing new business. The primary focus of this position will be business development within the public sector.
Primary Responsibilities
Expand the Public Funds division through new business development.
Owns relationship management, servicing and support of existing client relationships.
Coordinate information flow between clients, staff, operations and investments.
Analyze various investment options to identify and propose optimal investment solutions.
Coordinate preparation of reports, presentations, proposals and other written communication.
Regular networking through attendance at conferences and other municipal events.
Educate clients and prospects on current market events and investment opportunities.
Support and develop sales, marketing and service initiatives and activities.
Critical Success Factors
Understanding of capital markets with an emphasis on fixed income.
Familiarity with financial modeling, review and analysis.
Demonstrated project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-pasted environment.
Independent and self-motivated with a proven track record of business development.
Ability to think and act strategically.
Excellent communication skills, both verbal and written.
Effective presentation skills within both large and small audiences.
Desire to take initiative, improve processes and solve problems.
Strong quantitative problem solving and analytical skills.
Detail oriented with strong organizational skills.
Effective relationship management skills.
Enthusiastic, high-energy, positive attitude.
Willingness to travel regularly.
Position Requirements
Skills Required
Bachelor's Degree in Finance, Economics or related field.
Minimum 5 years of work experience in the public sector/municipal finance, banking, investment management, or financial services arena, demonstrating increasing levels of responsibility.
CFP, CFA, CMT or other professional designation or candidacy is a plus.
Strong working knowledge of Word, Excel and PowerPoint.
Full-Time/Part-Time
Full-Time
Shift
-not applicable-
City
State
California
Zip Code
92617, 92037, 90067, 95811, 94109
Key Words
Presentation skills; CFP, CFA, CMT
Position
Director, Advisory Services
Number of Openings
1
Exempt/Non-Exempt
Exempt
Req Number
BUS-24-00006
Open Date
3/12/2024
Location
Remote location
About the Organization
Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $45 billion in assets under advisement.
Meeder's advise and product suite is driven by our founding principle: provide 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.
This position is currently accepting applications.
#J-18808-Ljbffr
Email Alert for Remote - Director, Advisory Services jobs in Irvine, CA, United States
ⓘ There was an unexpected error processing your request.
Please refresh the page and try again.
If the problem persists, please contact us with your issue.
You can always manage your preferences and update your interests to ensure you receive the most relevant opportunities.
Get ready to discover your next great opportunity.