• Deliver exceptional customer support across email, SMS, and other customer-facing channels. • Respond to customer enquiries with professionalism, empathy, and attention to detail. • Communicate order updates, delays, inventory issues, and resolutions clearly and proactively. • Maintain a polished and professional communication style, ensuring all customer interactions reflect the brand. • Monitor order fulfilment and shipping progress across the supply chain. • Proactively investigate delayed, missing, or problematic orders. • Liaise with warehouses, suppliers, and logistics partners to obtain updates and resolve issues. • Identify and escalate inventory discrepancies, stock shortages, overselling concerns, and fulfilment bottlenecks. • Serve as the operational link between customer-facing activities and backend business functions. • Monitor inventory levels and flag low-stock or at-risk products. • Assist with inventory planning and re-order coordination. • Support Shopify operations, including: ○ Product creation and updates. ○ Product descriptions and merchandising. ○ Seasonal merchandising and promotional updates. ○ Basic website and landing page maintenance. • Ensure product information, inventory status, and customer-facing messaging remain accurate and up to date. • Own follow-ups and ensure action items are completed across teams. • Track ongoing projects and operational priorities. • Surface risks, blockers, and opportunities before they impact customers. • Help build and improve systems, processes, and workflows as the business grows. • Maintain clear reporting and visibility on operational performance and key priorities. • Assist leadership with operational initiatives and special projects. • Organize information and ensure priorities remain aligned. • Support cross-functional communication between customer service, operations, marketing, and leadership. • Provide recommendations and insights based on recurring customer and operational trends.

Role Description This role establishes centralized ownership of product management at Meeder, bringing structure and accountability to a function that is currently dispersed across the organization. The individual will own the full product lifecycle by defining and managing the product offering, leading implementation and cross-functional execution, and driving competitive positioning and sales enablement in close partnership with distribution to ensure products not only reach market but are effectively sold. In the short term, the focus is on building a disciplined product framework, prioritizing key initiatives, and aligning stakeholders; over the long term, the role is accountable for scaling a high-impact product function that drives revenue growth, strengthens market differentiation, and may evolve to include team leadership. This is an individual contributor position with the expectation of leveraging resources within the Advisor Consulting organization to support execution as needed. - Own the end-to-end product lifecycle across all vehicles (mutual funds, ETFs, SMAs, models), translating leadership decisions into executable plans that bring products to market and ensure ongoing competitiveness. - Drive product implementation by coordinating key components such as AP agreements, platform access, pricing strategy, competitive set definition, and alignment with distribution goals. - Analyze competitive products and market trends on an ongoing basis, synthesizing insights from the field, conferences, and data analysis to inform positioning and equip the sales team with actionable intelligence. - Partner closely with distribution to evaluate advisor portfolios and grids, identifying allocation gaps and positioning Meeder strategies to enhance client outcomes and increase sales effectiveness. - Develop clear, compelling positioning and go-to-market playbooks for existing strategies, ensuring each product has a defined target audience, competitive narrative, and model placement strategy. - Assess new product opportunities by analyzing market demand, distribution viability, and strategic fit, and lead the development of high-potential ideas from concept through launch. - Coordinate cross-functional efforts across investments, legal, operations, marketing, and Advisor Consulting to move product initiatives forward efficiently and resolve execution barriers. - Support the evolution of a centralized product function by establishing repeatable processes, driving prioritization, and leveraging internal resources to scale impact over time. Qualifications - Strong understanding of product management principles and practices. - Experience in financial services, particularly in product development and management. - Excellent analytical and problem-solving skills. - Ability to work collaboratively across teams and functions. - Strong communication and presentation skills. Requirements - Bachelor's degree in a relevant field; advanced degree preferred. - 5+ years of experience in product management or related roles. - Proven track record of successfully launching and managing products. - Experience with market analysis and competitive positioning. - Ability to manage multiple projects and priorities simultaneously. Benefits - Competitive salary and performance-based bonuses. - Comprehensive health, dental, and vision insurance. - Retirement savings plan with company match. - Generous paid time off and holiday schedule. - Professional development opportunities.

• Create and manage Meta (Facebook & Instagram) advertising campaigns • Develop ad creative using our existing product photography, videos, and brand assets • Test new advertising concepts, audiences, and offers • Create and schedule social media content that supports sales and marketing campaigns • Coordinate influencer and creator outreach • Monitor campaign performance and optimize for sales and return on ad spend • Provide simple weekly reporting on campaign performance, sales, and recommendations

• Day-to-day Shopify operations: product listings, collections, content updates • QA the store across devices and browsers; flag and triage bugs promptly • Manage review programme refresh (Stamped) and post-purchase survey • Update blog and landing page content to support conversion • Build, schedule and deploy email campaigns and lifecycle flows (welcome, abandonment, post-purchase, winback) • Report weekly on email KPIs: open rate, CTR, CVR, revenue per send • Test and optimise send cadence, subject lines and content with CRM • Execute launches end-to-end: uploads, collections, content QA and go-live checks • Support Sr Ecommerce Manager with upsell strategy and implementation for new products • Optimise product/collection pages: meta titles, descriptions, headings, alt text • Create redirects and reduce 404 pages • Publish blog content