Director, Investment Services (TX, Dallas)

Role Overview

The Director, Investment Services – Texas Connect will grow and deepen Texas Connect’s relationships with public entities across Texas, helping government entities strengthen their investment programs by using the Texas Connect local government investment pool. Working closely with the Managing Director, South Region, the Director will lead business development across the full sales cycle, manage an assigned book of client relationships, and bring hands-on public funds expertise to Texas Connect participants. This position is based in Texas and may be performed remotely from a Meeder office location.

Primary Responsibilities

• Build and manage a pipeline of public entities that can benefit from the services offered to participants in Texas Connect.
• Lead the full sales cycle, from prospecting and discovery through proposals, finalist presentations, and onboarding.
• Develop referral relationships with CFOs and treasurers, consultants, auditors, bankers, and industry associations.
• Represent Texas Connect at government conferences and events and contribute to targeted marketing campaigns.
• Serve as the primary point of contact for a book of government clients, keeping relationships strong and retention high.
• Run regular relationship reviews alongside Meeder portfolio managers and client service teams.
• Identify opportunities to expand relationships across operating cash, reserves, bond proceeds, and longer-term investment pools.
• Keep CRM records, pipeline reports, and client documentation accurate and current.
• Partner with portfolio management to shape differentiated investment solutions that address the cash-flow, liquidity, and investment challenges facing Texas Connect participants.
• Share timely market and industry insights through client meetings, webinars, white papers, and board or finance committee presentations.
• Feed client and market intelligence back to product, investment, and marketing teams to sharpen Texas Connect’s offerings.
• Assist with the preparation and coordination of quarterly board meetings, including meeting materials, reporting, and presentation support.

Based in Texas; business development and sales cycle leadership; public funds expertise; relationship management with government entities; CRM and reporting; travel to conferences and client meetings.

Key Responsibilities

• building sales pipeline
• managing client relationships
• leading sales cycle

Skills & Tools

CRM

Job Details

• Category: Sales
• Seniority: Senior Level
• Commitment: Full Time
• Workplace: Remote — Texas, United States
• Languages: English

About Meeder Investment Management

An investment management firm offering services to public entities through investment pools. — Industry: Finance