Role Overview 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. 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.
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