Ptmacareers

Director, Investment Services

Remote (United States) · Director

Sponsorship not specifiedDetected 19 days ago

Project ManagementSalesforceCRMSalesBusiness DevelopmentCollaborationProblem SolvingPublic SpeakingOrganizational SkillsMicrosoft Office

About the role

We are looking for a Director, Investment Services, to join our national sales organization as part of our California team.
Our firm offers a unique balance of ample opportunities for professional growth while maintaining close connections across all levels of our organization.
This role is a remote work from home position based California.

Business Development: Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.
Presentations: Deliver knowledgeable presentations to Councils, Boards, and investment committees about California CLASS and related offerings.
Other Duties: Perform additional responsibilities as assigned.
Strategic Thinking: Ability to see beyond day-to-day tasks and develop long-term strategies for growth.

Must be able to work at a computer for long periods of time.
Strong working knowledge of MS Office applications and related technologies.
Unwavering integrity and the ability to instill confidence in clients and colleagues.
Bachelor's degree required.
Current Series 7 & 63 licenses or willingness to obtain is required.
Required Skills/Abilities: Sales & Relationship Management: 3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector.

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector.
Our financial expertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow.
The firm's primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.
Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.
Industry Knowledge: Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.

Exceptional client-facing and presentation abilities with high investment acumen.
Robust quantitative, problem-solving, and analytical capabilities.
Technical Proficiency: Strong working knowledge of MS Office applications and related technologies.
Integrity: Unwavering integrity and the ability to instill confidence in clients and colleagues.
Education and Experience: Experience: Prior experience servicing local governments in California is preferred.
Degree: Bachelor's degree required.
Licensing: Current Series 7 & 63 licenses or willingness to obtain is required.
Presentation Skills: Exceptional client-facing and presentation abilities with high investment acumen.
Analytical Skills: Robust quantitative, problem-solving, and analytical capabilities.

Client Engagement: Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings.
Client Education: Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.

This listing is sourced directly from Ptmacareers's careers page and normalized into a canonical job model.