Banking and Financial Services Jobs in Powell, OH

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Commerical Banking Project Manager

Contract Type: 6-Month Contract (Possible Extension)

Location: Hybrid – Columbus, OH; Cleveland, OH; Cincinnati, OH; or Detroit, MI

Work Schedule: Monday–Friday | 8am–5pm

Pay: $60/hr

Start Date: Flexible- ASAP

Overview:

This role supports our client’s Commercial Strategy team, driving cross-functional strategic initiatives tied to market expansion, credit improvement, integration support, and process optimization. The team is expanding and looking for a Program Manager who can manage large, high-visibility projects while also supporting the day-to-day execution and coordination of ongoing initiatives.

The ideal candidate brings strong change management expertise, executive communication experience, and the ability to navigate ambiguity while partnering closely with senior leadership to ensure seamless integration and delivery across multiple business lines.

Responsibilities:

• Lead and mobilize strategic initiatives across the Commercial Bank
• Facilitate project planning, execution, and stakeholder alignment
• Oversee process improvement and reporting framework initiatives
• Manage timelines, deliverables, and communications across 20–30 projects
• Partner closely with leadership to drive consistency and accountability
• Support strategic and market deployment efforts across key functions

Required Skills & Experience

• 5+ years of Project or Program Management experience (large-scale initiatives)
• Proven success leading cross-functional teams in a complex environment
• Strong Change Management expertise (must-have)
• Proficient in PowerPoint and Excel; Visio exposure is a nice to have
• Excellent communication and executive presentation skills
• Background in Banking or Financial Services highly preferred
• PMP certification a plus, not required

We’re Hiring: Account Representative

Location: Columbus, OH (Hybrid)

Contract: 6–12 months (Contract-to-Hire)

Pay: $19.00–$19.16/hour

Recent grads in Business, Finance, Economics, or related fields are encouraged to apply!

Are you a people person with a passion for finance + service?

This is your chance to join a top investment banking firm and kickstart your career in financial services!

What We’re Looking For:

• Bachelor’s degree in Finance, Business, Accounting, Economics (or working toward it)
• 6 months–2 years of experience (internships count!)
• Banking, financial services, or customer service background = big plus
• Strong communication & problem-solving skills
• Preferred: degree or contact center/customer service experience

What You’ll Do:

• Support clients with account inquiries via phone
• Deliver accurate, timely, and professional service
• Troubleshoot and resolve customer issues
• Document interactions clearly and meet performance goals

Why Join Us?

Gain valuable experience with a leading financial institution. Work in a fast-paced, team-oriented environment that values career growth and professional development. Plus, there’s a possibility to convert to a permanent position after the contract period!

Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors.

Apply now to take the next step in your customer service career!

Job Description - Chief Investment Officer (260001WZ)

Chief Investment Officer ( 260001WZ )

Organization: Tuition Trust Authority

Agency Contact Name and Information: Tiffany James

Unposting Date: Apr 1, 2026, 3:59:00 AM

Work Location: 25 South Front Street 25 S. Front St. Columbus 43215

Primary Location: United States of America-OHIO-Franklin County-Columbus

Compensation: $110,000.00-$135,000.00

Schedule: Full-time

Work Hours: 8:00am-5:00pm/varies

Union: Exempt from Union

Primary Job Skill: Professional

Technical Skills: Interpreting Financial Statements, Risk Assessment, Risk Management, Accounting and Finance, Investments

Professional Skills: Analyzation, Attention to Detail, Critical Thinking, Interpreting Data

The Ohio 529 CollegeAdvantage partners with families nationwide to save for their loved one's future education and career training, by offering significant tax benefits, diverse investment choices, educational resources, and personalized services.

• Strategic Development and Implementation: Working with independent investment consultants, investment partners, OTTA Executive Director, and OTTA Investment Board to create and implement a comprehensive investment vision across each of the Ohio 529 plans that aligns with OTTA's mission for customers and prospective customers.
• Due Diligence and Risk Mitigation: Thoroughly review all investment changes and ideas with Investment Consultants and Investment Partners to determine if a "new idea" is a good fit in the 529 industry as well as within the Ohio 529 operational structure and recordkeeping systems.
• Monitoring, Reporting, and Communications: Works in conjunction with the Investment Consultants, Investment Partners and Executive Director to monitor, review, and report on investment performance of each of the Ohio 529 plans.
• Leadership and Relationship Management: Serves as the relationship manager for all Investment Consultants and Investment providers. May act on behalf of and represent the Executive Director in his/her absence. Assists the Executive Director with providing orientation to new Board members. Takes the lead on any Request for Proposals (RFP) that are issued to seek new or replacement Investment Consultants and/or Investment partners. Works with the management team on related aspects of any RFP that require broader review (i.e., Investment partners).

At the State of Ohio, we take care of the team that cares for Ohioans. We provide a variety of quality, competitive benefits to eligible full-time and part-time employees*. For a list of all the State of Ohio Benefits, visit our Total Rewards website ! Our benefits package includes:

• Medical Coverage
• Free Dental, Vision and Basic Life Insurance premiums after completion of eligibility period
• Paid time off, including vacation, personal, sick leave and 11 paid holidays per year
• Childbirth, Adoption, and Foster Care leave
• Education and Development Opportunities (Employee Development Funds, Public Service Loan Forgiveness, and more)
• Public Retirement Systems ( such as OPERS, STRS, SERS, and HPRS ) &Optional Deferred Compensation ( Ohio Deferred Compensation )

*Benefits eligibility is dependent on a number of factors. The Agency Contact listed above will be able to provide specific benefits information for this position.

Minimum Qualifications:

• 7 years of progressive investment program oversight AND
• Completion of Bachelor\'s degree in finance, accounting, or related field

Preferred Qualifications

• 10 years progressive investment program oversight
• CPA or CFA certification OR completion of Master\'s degree in finance, accounting, or related field

All applicants must be authorized and able to work in our Columbus, Ohio office. OTTA is unable to provide Visa sponsorship.

Ohio is a Disability Inclusion State and strives to be a model employer of individuals with disabilities. The State of Ohio is committed to providing access and inclusion and reasonable accommodation in its services, activities, programs and employment opportunities in accordance with the Americans with Disabilities Act (ADA) and other applicable laws.

The State of Ohio is a drug-free workplace which prohibits the use of marijuana (recreational marijuana/non-medical cannabis). Please note, this position may be subject to additional restrictions pursuant to the State of Ohio Drug-Free Workplace Policy (HR-39), and as outlined in the posting.

*Per the client, No C2C's!*

Central Point Partners is currently interviewing candidates in the Columbus, Oh area for a large client.

Because this is a Contract to Hire position only GC’s and USC’s.

This position is Hybrid (4 Days remote/work from home)! Only candidates who are local to Columbus, Oh will be considered.

Salesforce Lead Developer (no direct reports/SME)

Notes from my call with the manager:

This is our classic Tech lead. I am hoping that whoever we find can be in person in Columbus, day 1 of contract. They will be expected to be onsite 4 days a week. This is core salesforce development and design. Core Salesforce capabilities such as: Apex, LWCs, flows, triggers, complex formulas, workflows, and security.”

The client's Salesforce Center of Excellence (COE) team is seeking a Technical Lead to participate in development activities spanning multiple Salesforce platforms. The ideal candidate will be able to:

1. Independently build and unit test components as well as work with Dev/QA team members to resolve code and configuration-based defects. Lead a dev team and provide guidance/mentor as needed.

2. Provide direction to the dev team to conduct research and document results for new Salesforce capabilities or review exiting platform-related issues.

3. Lead Proof of concepts with the architects to evaluate and document new designs, integrations, patterns, and practices.

Duties and Responsibilities:

• Provide leadership and demonstrate proficiency in Core Salesforce capabilities such as: Apex, LWCs, flows, triggers, complex formulas, workflows, and security.
• Participate in agile practices and ceremonies through scrum team planning sessions, user story refinement, daily status updates, code reviews and provide leadership to team members.
• Participate in enhancements to DevOps processes (pipelines, monitoring, test automation).
• Understanding of enterprise cross-system integration concepts such as processing events and interacting with APIs.
• Conduct product/solution evaluations – including Salesforce capabilities and third-party vendor offerings - for domain by creating prototypes/Proof of concepts as a means to elicit clarify and design towards the business goals.
• Design, document, and develop development patterns and best practices for consumption by COE technical delivery organization.
• Mentor technical delivery staff.

Basic Qualifications:

• Bachelor's Degree
• Min 4 years of progressively responsible technical and business work experience developing enterprise-level applications which includes full-stack development experience.
• Min 2-3 years in a scrum team environment
• Strong problem-solving, interpersonal and communication skills (both verbal and written) are primary to the success of this candidate.
• SFDC Data Model knowledge across various cloud/products & strong data modeling experience.
• Subject matter expertise in branching/code merging practices in GIT (or equivalent) repository.

Preferred Qualifications:

• Salesforce Certifications such as, but not limited to: Administrator, Platform Developer (1 and 2), Sales Cloud Consultant, Service Cloud Consultant
• Salesforce Financial Services Cloud experience highly preferred
• Salesforce managed package evaluation, deployment, and upgrade experience highly preferred
• Experience with Salesforce CI/CD(Jenkins, Copado, Gearset, etc)
• Experience with other salesforce products like MuleSoft, Salesforce Marketing Cloud would be a plus

For more information about this opportunity, please contact Bill Hart at 614-352-3615 AND email your resume to !

Minimum Qualifications:

• 1+ years of experience in customer service, phone support, loan processing or similar at a Financial Institution or FinTech
• Passion for delivering a great customer experience
• Ability to interpret written policy and procedures and apply to the present situation
• Strong written and verbal communication skills and the ability to address applicants in an objective yet empathetic manner.
• Impeccable judgment and acute attention to detail; ability to identify/anticipate customers’ needs and clarify information
• Proven track record of excelling in a metric based environment.
• BA/ BS degree, Associates degree, or equivalent work experience

Preferred Qualifications:

• Familiarity with loan processing, financial statements, tax documents, and payroll
• Previous experience working in a customer service role
• Previous experience working in a production based, remote environment

Hybrid Schedule - requires 2 days a week in office

Schedule - Requires working 1 weekend day a week. We ave several shift options available.

Job Description

The Team: Our client's Operations team is the fastest growing team in the org and we're seeking Operations Contractors to support our Onboarding organization. In this flexible role, you will support the operations of one or more of our core business verticals based on the needs of our business. As an Operations Associate contractor, your impact will be immediately felt by our customers as you assist with reviewing loan applications and directly interact with customers each and every day by phone or through email correspondence. The role requires excellent verbal and written communication skills, strong analytical and problem-solving abilities, and a passion for high-quality customer service.

How you’ll make an impact:

Process loan applications by reviewing all documents submitted from potential borrowers and/or requesting additional documentation as needed to drive applications to a final state. Document reviews include employment, income, identity, and tax documents. Communicate and support applicants either over the phone or through written correspondence regarding the status of their application, troubleshooting application issues, answering questions regarding loan repayments, and guide customers through self-service options online and through delinquency related issues - all while providing a pristine customer experience. Build trust and cultivate borrower, investor, and colleague relationships. Complete additional ad hoc tasks as assigned to aid in the operational goals of the operations department and customer experience team.

Director of Executive Compensation

JOB SUMMARY

As the Director of Executive Compensation within our clients Human Resources department, this individual will report to the Chief People Officer (CPO) and work with a team of HR professionals in a fast-paced and dynamic work environment. The role will deliver effective solutions and advice to the CPO, as well as Executive Leadership of the business on aspects related to executive compensation within Northwest's total rewards programs.

Essential Functions

• Advise the CPO and management on all executive, equity incentive and non-employee director compensation matters, including but not limited to latest market practice, regulatory changes, proxy changes/enhancements.

• Co-Lead (with the CPO) planning, preparation, and distribution of meeting materials for C-Suite executives and the Compensation Committee of the Board of Directors

• Manage the administration of the stock plans, prepare information for participants, prepare reports, conduct analyses and manage equity related projects in addition to preparing Compensation Committee meeting materials and proxy materials

• Monitor executive compensation and equity regulations and collaborate with legal, accounting and tax departments to ensure compliance with all regulations and laws

• Gather and help prepare relevant regulatory filings and reporting information such as the CD&A section of the proxy statement, Form 8-Ks, etc.

• Monitor and recommend design enhancements to executive pay programs where market and regulatory environment may deem necessary to remain competitive or compliant

• Process equity award activities including grants, agreements, vesting, exercises, terminations, ESPP enrollments and purchases, etc.

• Assist in the analysis and administration of long-term incentive programs, including budgeting and planning, tracking, modeling and delivery

• Serve as primary contact for internal and external audit partners for executive compensation and equity related inquiries

• Provide analytical support for the design and administration of firmwide incentive and executive compensation programs

• Assist in strategic initiatives across the Compensation team, including M&A and special incentives, and other ad hoc key initiatives that may require cross coordination within Compensation and across HR

• Research, gather, and synthesize business-level and firm-level performance data in support of Northwest’s pay-for-performance philosophy

• Analyze financial metrics, stock price performance, and executive pay including equity.

• Proactively liaise with partners in Finance, Strategy, Legal, HR, IR, External Compensation Consultant, and other functions as needed.

• Liaise with incentive plan participants/executives around compensation with clear and confident communication, both written and verbal.

• Assist with ad hoc executive compensation related inquiries, including preparing exhibits, charts, graphs, and tables.

• Become a “super-user” with the Compensation System

• Conduct audits and reconciliations

General Consideration – Mechanical Project Management (Plan & Spec Mechanical)

Columbus, OH and all other US Major Markets (Relocation & Travel Roles Available)

We work with some of the strongest mechanical contractors in the country — firms doing complex, large-scale plan & spec work across healthcare, higher ed, data centers, life sciences, advanced manufacturing, and large commercial.

Several of our partners are growing aggressively and consistently ask us for high-level Project Managers who can take full ownership of complex mechanical projects.

This is a general consideration post for experienced Project Executives, Senior Project Managers and Project Managers who live in the plan & spec world and run work the right way.

What You’ll Be Doing:

• Managing $10M–$100M+ mechanical projects
• Owning financials – forecasting, cost control, margin protection
• Leading project teams (PEs, APMs, Superintendents)
• Driving schedules and subcontractor coordination
• Navigating GC relationships and owner expectations
• Keeping safety and quality first

About You:

Experienced in mechanical project management

Strong background in plan & spec (not just design-build service)

Comfortable managing large contract values

Deep understanding of HVAC, piping, and sheet metal scopes

Financially literate – you understand WIP and projections

We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.

In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.

Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.

The role is remote and open to anyone with an interest in personal finance or household budgeting.

*Currently hiring for January 2026 and September 2026 start dates*

FUNCTIONS

Integration into Management Solution's specialist Technology unit, focused on the digital transformation of our clients. Involvement in projects for the conceptualization and implementation of advanced technological solutions to complex problems that require specific and in-depth knowledge of the client's business, in the following areas:

• Implementation of specialist technologies: architecture definition, Big Data, solutions development and tool implementation.
• IT strategy and governance: strategic IT plans, IT servicing, Project Management Office (PMO), transformation, organization and efficiency.
• Risk and regulatory management: cybersecurity, data quality and data governance.

REQUIREMENTS

• Recent graduates or final year students.
• Solid academic record.
• Get-up-and-go attitude, maturity, responsibility and strong work ethic.
• Knowledge of other languages is desirable.
• Advanced user of programming languages, databases and software engineering techniques.
• Strong ability to learn quickly.
• Able to integrate easily into multidisciplinary teams.

WE OFFER

We offer you the possibility to join a firm that provides all you need to develop your talent to the fullest:

• Working in the highest-profile consulting projects in the industry,
• for the largest companies, leaders of their respective markets,
• alongside top industry management as they face challenges at the national and global level,
• as part of an extraordinary team of professionals whose values and corporate culture are a benchmark for the industry

Ongoing training plan

• Specialist knowledge courses, external expert courses, professional skills courses and language courses.
• Last year our staff as a whole received over 400,000 hours of training spanning more than 160 courses.

Clearly defined career plan

• Internal promotion based on your performance and potential
• Partnership-based management, offering each professional the goal to become part of the Firm's group of partners

Others

• University: we maintain close links with the world's most prestigious universities
• Social action: we organize over 30 community support initiatives each year
• Sports club: we organize internal championships

HOW TO APPLY

To apply, access the job offers and CV submission microsite at our website ( ).

Banking Project Manager - (M&A Integration)

Location: Fully Remote – EST hours flexible

Travel: As needed for site visits and key readiness milestones

Contract: Present – July 2026 (possible extension)

Overview

We are seeking an experienced Project Manager with banking integration and operations readiness experience to support a large-scale M&A conversion. The Project Manager will coordinate readiness activities across Technology, Branch Operations, and Site Readiness to ensure colleagues, systems, and back-office functions are fully prepared for integration.

This role partners closely with the Integration Management Office (IMO), Technology, Operations, and Field Leadership teams to execute cutover plans, manage readiness deliverables, and support a seamless colleague transition during merger integration.

Key Responsibilities

Project Management & Coordination

• Support end-to-end readiness planning and execution for Colleague Tech & Operations Readiness workstreams.
• Manage project plans, milestones, and dependencies within the IMO framework.
• Conduct readiness checkpoints and coordinate cutover logistics across multiple business lines.
• Maintain RAID logs (Risks, Actions, Issues, Decisions) and assist with reporting to leadership.
• Partner with the IMO Program Lead to track progress, escalate blockers, and align on critical path items.
• Partner with Facilities, Real Estate, and IT to ensure branch readiness ahead of conversion.
• Coordinate with field teams to validate signage, branch technology, and ATM/ITM readiness.
• Track status and dependencies related to branch rebranding, infrastructure, and access control.
• Serve as liaison between business and technology teams during integration.
• Support resource planning, readiness reviews, and change control.
• Contribute to executive and IMO reporting to highlight readiness status and key metrics.

Qualifications

• 7+ years of experience in project management within banking, financial services, or enterprise integration.
• Strong background in M&A, operational readiness, or system conversion projects.
• Understanding of branch operations, colleague enablement, and IT readiness activities.
• Proficiency in project management tools such as Smartsheet, ServiceNow PPM, or Workday.
• Exceptional organizational and communication skills with cross-functional coordination experience.
• PMP or equivalent certification preferred.

Soft Skills

• Highly organized and detail-oriented with strong follow-up discipline.
• Adaptable and comfortable working in fast-paced, dynamic environments.
• Collaborative communicator with ability to influence across teams.
• Proactive problem solver who thrives in complex integration environments.

Why This Role

This position offers an opportunity to play a critical role in a high-visibility M&A integration, ensuring colleagues, branches, and systems are ready for a seamless transition. You’ll gain exposure to executive leadership, enterprise operations, and cross-functional integration management in a major banking transformation.

About the Role- Come Join the American Fidelity Family!

American Fidelity Assurance is now looking for an Account Manager (Outside Sales Representative) in Ohio.

Our salaried account managers are responsible for selling benefits, retirement, and other insurance products and services within the Private Sector in a defined sales territory with an existing customer base and bringing in new accounts. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.

We Offer

• Base salary + uncapped commission + additional bonus potential
• Company car, company credit card and paid travel expenses.
• International sales award trips
• Average first-year income is between $87,000 to $119,000.
• 100% match when contributing 6% to your 401(k), with more matching opportunities after five years
• You will have a defined territory
• Multiple sales career path options
• Consistent, standardized training designed for new Account Managers
• Comprehensive benefits package includes medical, dental, vision and supplemental insurance plans.

Progression for the Account Manager Role:

• Sr. Account Manager
• Executive Account Manager
• Account Executive
• Sr. Account Executive
• Executive Account Partner

Primary Responsibilities

Focus on growing and maintaining existing Business-to-Business accounts by one-on-one sales of worksite insurance products and services to the community. Consult with current customers to provide value and meet financial needs. Build strong relationships with customers and association executives. Develop customized needs-based employee benefits packages through annual benefit enrollments, group presentations, and new account development opportunities.

Defined Territory – Each Account Representative is assigned a territory to manage and develop new accounts. Overnight Travel is Required. Must reside in the specific territory.

Extended Training Program—Account Representatives participate in a structured, comprehensive training program that includes on-the-job training within their territory, product & sales schools, and online training.

Company Overview

Founded in 1960, American Fidelity Assurance Company is a private, family-owned company specializing in the education, public sector, automotive and healthcare industries with products like group and individual life, health and annuity services as well as other financial security products and services.

For more information on our company, visit .

A Great Place to Work for All

American Fidelity is a certified Great Place to Work for All by the consulting company Great Place to Work. Being a salesperson is a challenging career, but it’s a lot easier when you enjoy coming to work and believe in what you’re selling. That’s why at American Fidelity we offer products designed to help people.

We train our Sales Colleagues to serve as consultants who help people decide which products are best for them – and which aren’t. Being honest and transparent is a huge part of our culture – and that extends to our relationships with customers and policyholders.

Being a Great Place to Work for All is another driver of our culture, and we are committed to creating an inclusive environment where everyone's voice is valued and respected.

If you'd like information about American Fidelity's privacy practices, please visit /privacy.

Pride Global/Russell Tobin & Associates is seeking a Customer Support/Account Rep – Sr. to work for one of our top clients in Columbus, OH 43219.

Apply today for consideration!

Employment Type: Contract

Job Title: Customer Support/Account Rep – Sr.

Pay rate: $18/hr. to $19.17/hr.

Location: Columbus, OH 43219

Duration: Till 10/05/2026, with possible extension

Description:

Preference for 1 of the following criteria:

• College Degree
• Previous contact center experience

Position Description

• Client Support Service Professionals handle incoming phone calls regarding various service inquiries on Brokerage accounts.
• Calls will need to respond with a high degree of accuracy and efficiency, while consistently meeting key department performance metrics.
• Functional support areas include Brokerage Cash Management products and services, Brokerage Online (client website) and Mobile app, and general account or financial related inquiries.
• Successful applicants will be highly professional, career driven, and committed to World-Class Service.
• Ability to contribute in a fast paced, team-oriented environment.
• Aptitude to multi-task and adjust quickly to change in a busy financial service center

ABOUT US:

Russell Tobin is a leading minority-owned professional and technical recruitment and staffing advisory organization. We are comprised of specialized practices focusing on a variety of skill sets and industries. Having a depth and breadth of industry expertise, our subject matter experts are able to provide tailored and swift sourcing solutions to fulfill client hiring needs. In other words, we connect top talent with companies.

As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.

Job title: Customer Support/Account Rep SR

Location: 4343 Easton Commons,Columbus,OH,43219

Duration: 6months

Pay rate: $19.17 /hour

Work Schedule Overview:

Remote to Start: Kick off your journey with us from home! All classes and training sessions will be held remotely for 4-5 weeks.

In-Office Experience: Once training is complete, your role will transition to 5 days per week in-office, fostering collaboration, hands-on experience, and strong team bonds.

Hybrid Work Flexibility: After 6 months of service, enjoy a hybrid schedule that balances in-office and remote work—3 days in-office and 2 days from home—for greater flexibility and convenience.

Preference Criteria:

• We prefer candidates with either a College Degree or Previous Contact Center Experience.

Position Description: Join our Client as a Customer Support Representative where you'll handle incoming phone calls regarding various service inquiries. You'll respond with accuracy and efficiency, consistently meeting key department performance metrics. Functional support areas include cash management products, online services, and general account or financial-related inquiries. Successful applicants will be highly professional, career-driven, and committed to delivering world-class service.

Key Responsibilities:

• Addressing incoming phone calls with a high degree of accuracy and efficiency.
• Providing support on cash management products, online services, and general financial inquiries.
• Contributing to a fast-paced, team-oriented environment.
• Multi-tasking and adjusting quickly to changes in a busy financial service center.

Qualifications:

• Preference for a College Degree or Previous Contact Center Experience.
• Highly professional, career-driven, and committed to delivering world-class service.
• Excellent communication skills and ability to work effectively in a team environment.
• Strong aptitude for multitasking and adjusting to fast-paced environments.

Position:Chief Investment Officer, Funds and Portfolios

Meeder’s advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients – both directly and through financial advisors – to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions.

Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

The CIO, Funds and Portfolios will provide oversight of the investment processes for all tactical proprietary and non-proprietary investment products managed by the firm. This role will provide leadership, supervision, and development of tactically related investment department associates. The CIO, Funds and Portfolios will contribute to Meeder’s growth through tactically related product development, thought leadership, participation in client meetings, conferences and due diligences, and macro-and micro-firm strategy.

Primary Responsibilities

• Oversee all tactical aspects of proprietary and non-proprietary mutual funds and portfolios
• Manage all individual stock selections for mutual funds and SMID portfolios
• Direct the selection of ETFs for all tactical mutual funds and non-proprietary portfolios
• Oversee the development, enhancement, and review of all quantitative models and factor-related decisions, including our tactical asset allocation model (TAM) and growth vs. value and international decisions
• Analyze and monitor critical macroeconomic issues for their potential impact on investment portfolios
• Participate in the firm’s client communication process, including written, verbal, and multimedia reports covering portfolio performance, capital markets, and macroeconomic analysis, periodic travel to conferences and client events
• Interface with Meeder Advisor Consulting and Wealth Management teams regarding capital markets updates, changes to investment processes, and responding to questions for the marketplace
• Participate in new firm business development initiatives, including due diligence reviews and other client meetings as requested
• Foster ideas for investment product development
• Leadership of all tactical Investment Department associates including Director of Research, all tactical-related Portfolio Managers and Analysts and the Advisory Consulting Portfolio Management Team
• Participate as requested in certain Executive Team meetings
• Involvement in applicable high-level initiatives, resource decisions and acquisitions
• Manage relevant responsibilities of long-term and short-term initiatives established by Executive Team
• Participation in quarterly Meeder Funds Board meetings, as necessaryCritical Success Factors

• Strong experience leading and developing a team of investment professionals.
• Background in quantitative management of tactical investment portfolios, including factor research and risk model interpretation.
• In depth and current knowledge of macroeconomic environment, and an understanding of how economic variables impact portfolio risk exposures.
• Excellent presentations skills along with the ability to articulate complex finance and mathematical concepts in verbal and written form.
• Strong organization and time management skills with ability to multi-task.
• Excellent problem-solving skills and ability to find “outside the box” solutions.

• Bachelor’s degree required in Finance, Economics, Statistics, or other technical degree. Master’s degree preferred.
• Professional designation or advanced degree such as CFA, CMT, MBA, etc.
• Minimum 15 years of multi-asset class experience in an investment-related capacity, including senior investment leadership and management experience.
• Strong knowledge base with portfolio management software applications, including Bloomberg, S&P Capital IQ, and risk model software.