PTMA Financial Solutions · 2 months ago
Director, Investment Services
United States
Full-time
Remote
Mid Level
$100K/yr - $125K/yr
3+ years expPTMA Financial Solutions provides financial products and services to the public sector, and they are seeking a Director, Investment Services to join their national sales organization. This role involves leading the sales cycle, engaging with prospective clients, and maintaining relationships with institutional investors throughout New York.
Financial Services
Responsibilities
Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients
Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings
Deliver knowledgeable presentations to Councils, Boards, and investment committees about NYCLASS and related offerings
Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders
Represent the firm at local industry conferences and associations to enhance visibility and engagement
Evaluate and advise on client investment policies
Develop innovative methods for educating clients and prospects on current market trends and investment opportunities
Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred)
Perform additional responsibilities as assigned
Qualification
Required
3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector
Bachelor's degree
Current Series 7 & 63 licenses or willingness to obtain
Demonstrated success in business development and a track record of securing long sales cycle investment management mandates
Ability to see beyond day-to-day tasks and develop long-term strategies for growth
Exceptional client-facing and presentation abilities with high investment acumen
Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment
Robust quantitative, problem-solving, and analytical capabilities
Strong working knowledge of MS Office applications and related technologies
Unwavering integrity and the ability to instill confidence in clients and colleagues
Preferred
Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments
Prior experience servicing local governments in New York
Benefits
Medical, Dental, Vision, Life, Accident, and Critical Illness coverage
Employee Assistance Program (EAP)
401(k) Plan
Generous Paid Time Off (PTO)
Competitive pay structure with commission eligibility
Company
PTMA Financial Solutions
PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector.
Denver, Colorado, US
201-500 employeesFunding
Current Stage
Growth StageCompany data provided by crunchbase