Investment Systems Manager

Meeder Investment Management has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 125 professionals dedicated to serving the financial needs of financial advisors and their clients as well as government entities, with over $150 billion in assets under advisement as of December 31, 2023*
 
Meeder’s advice and solution 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 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.
 
Role Overview
 
The Investment Systems Manager acts as a key liaison between internal business stakeholders, external support teams and vendor partners. They are tasked with facilitating communication and aligning technical solutions with business needs. The role is responsible for ensuring smooth operation of investment systems by resolving issues effectively, coordinating system changes, and driving continuous improvement of system performance and processes.
 
Primary Responsibilities

• Change Coordination & Communication:
  1. Coordinate and manage system changes, ensure proper documentation, testing, and minimal impact on operations.
  2. Serve as a liaison between internal business teams, technical stakeholders and vendor partners to align system changes with business needs.
  3. Manage platform roadmaps by analyzing and recommending system changes to business area stakeholders and external partners.

• Documentation & Knowledge Sharing:
  1. Maintain clear documentation for system processes, changes, and troubleshooting steps to empower internal teams.
  2. Provide training and support materials to ensure effective system use and minimize reliance on external resources.
  3. Track technology key performance indicators and provide regular updates to stakeholders, leadership team and vendor partners.

• System Support & Issue Resolution:
  1. Ensure consistent day-to-day operation of investment systems, accurately identifying and resolving issues to minimize disruptions.
  2. Reduce dependency on external support by troubleshooting and addressing system issues independently.

• Functions with a high degree of independence while meeting competing priorities, deadlines and objectives.
• Ability to effectively interact and communicate with all levels of Meeder associates. This role interacts with the entire firm.
• Strong analytical skills, attention to detail, and ability to exercise balanced judgment and decision-making.
• Positive attitude, enthusiastic, professional, with a strong work ethic.
• Excellent written and verbal communication skills.
• Ability to synthesize complex/technical topics to non-technical parties.
• Ability to visualize complex concepts, ideas, and designs when necessary.
• Willingness to initiate collaboration across multiple internal departments.

• Bachelor’s degree in Business, Computer Science, Finance, or a related field.
• 7-10 years of experience in a similar role, analyzing investment operations, providing technical support, and managing system changes in a financial or investment management environment.
• Strong problem-solving skills with a hands-on approach to resolving issues accurately and efficiently.
• Proven ability to communicate effectively with both technical teams and non-technical stakeholders across various business units as well as vendor partners.
• Experience with system maintenance, troubleshooting, and documentation, along with a deep understanding of enterprise systems and software development life cycles (SDLC).
• Familiarity with investment management systems or financial software (e.g., Charles River, Bloomberg, Axioma, ClariFi, Clearwater) is a plus.
• Ability to work independently, manage multiple tasks, and prioritize effectively in a fast-paced environment.

• Master’s degree in Business, Finance, Engineering, or a related field.
• Strong understanding of investment management workflows, financial instruments, portfolio management systems, and regulatory compliance requirements.