Ptmacareers
Relationship Manager
Lancaster, PA
Sponsorship not specifiedDetected 4 hours ago
FDA RegulatoryCommunication
About the role
- The Relationship Manager will primarily focus will on driving sales and marketing efforts of PMA investment products and services targeted at Pennsylvania local government clients and prospects.
- Assist in the development and execution of the PSDLAF sales and marketing plan.
- Achieve targeted growth of 20% in the PSDLAF fund's total balance.
Responsibilities
- Develop and execute sales strategies to attract and secure new accounts throughout Pennsylvania.
- Maintain and enhance client relationships to ensure high levels of satisfaction and retention.
- Collaborate with Institutional Investment Specialists to deliver appropriate investment portfolio solutions for municipal clients.
- Advise clients by providing economic and investment market insights to support their financial objectives.
- Perform other duties and responsibilities as assigned by management.
- Strong ability to prioritize and manage workload effectively amidst competing deadlines.
Requirements
- Must be able to work at a computer for long periods of time.
- Demonstrated ability to take initiative and consistently go the extra mile to meet client needs.
- P referred experience in Investment Management (Broker-Dealer-Advisor) Environment Physical Requirements: Must be able to work at a computer for long periods of time.
Nice to have
- 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.
- Required Skills/Abilities: This role requires a strategic thinker with excellent interpersonal skills, a proven track record in sales and relationship management, an understanding of municipal finance a plus.
- This role requires a strategic thinker with excellent interpersonal skills, a proven track record in sales and relationship management, an understanding of municipal finance a plus.
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