Associate Relationship Manager

PTMA Financial Solutions; Naperville (IL); On-site; USD 55,000 - 65,000; Full time

Job summary

PTMA Financial Solutions in Naperville, Illinois, seeks a sales-desk-based professional to drive client engagement, investment solution delivery, and revenue growth for public sector clients. This role leverages product knowledge and portfolio oversight to proactively support clients through outreach, campaigns, and regular portfolio reviews.

It serves as a pathway to Relationship Manager roles within the Investment Solutions team.

Qualifications

• Bachelor’s degree or internships up to 2 years in financial services.
• FINRA licenses: SIE, Series 7, 63 and 50 as required.
• Strong understanding of fixed-income products and public sector investments.
• Occasional travel may be required.

Responsibilities

• Build and strengthen long-term client relationships with tailored solutions.
• Identify cross-sell opportunities and support portfolio reviews.
• Collaborate with trading, compliance, and operations to deliver coordinated service.
• Prepare materials for client meetings and internal reviews.
• Support client onboarding and service expansion as directed by Relationship Managers.

Skills

Organizational skills

Communication skills

Analytical skills

Education

Bachelor's degree in business administration, finance, economics, public administration or related field

Tools

Microsoft Office Suite

Salesforce CRM

Job description

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entitiesplusstable deposit funding solutions for financial institutions. 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.

Job Summary

Sales-desk-based role driving client engagement, investment solution delivery, and revenue growth. Leverages product knowledge and portfolio oversight to proactively support public fund clients through outreach, marketing campaigns, and regular portfolio reviews. Partners with Business Development Relationship Managers to identify cross-sell opportunities, manage cash flow strategies, and strengthen client relationships. This foundational role builds the skills and sales expertise required for progression to a Relationship Manager position, either within the Investment Solutions team or into a client-facing Business Development role.

Duties/Responsibilities

Client Relationship & Sales

• Build and strengthen long-term client relationships by delivering exceptional service and tailored solutions.
• Ensure consistent contact with assigned relationships, avoiding blackouts (no outreach for more than 3–6 months).
• Contribute to client growth by identifying opportunities for deeper engagement, providing market perspectives and product expertise.
• Partner with internal stakeholders (including trading and business development teams) to deliver customized solutions aligned with client needs.
• Participate in client meetings (primarily virtual), both independently and in collaboration with Business Development or senior Relationship Managers, to share investment insights, execution updates, and portfolio strategies.

Investment & Cash Flow Management

• Collaborate with senior team members to develop and deliver investment recommendations tailored to client goals.
• Assist clients in building and applying cash flow models to assess revenues, expenditures, and investment opportunities.
• Monitor client cash flow, maturities, reinvestments, and investment transactions, ensuring accurate trade execution and settlement in line with client policies; coordinate reinvestments and cash flow schedules proactively.
• Prepare and manage Bond Proceeds Management (BPM) reports along with any required documentation that may be needed.
• Assist clients in establishing or modifying investment plans to align with evolving needs.

Client Service & Support

• Respond promptly and professionally to client inquiries regarding accounts, transactions, and investment activity.
• Maintain accurate client records in CRM systems, including authorized signers, account maintenance, and meeting agendas.
• Proactively identify operational efficiencies and ensure timely, accurate reporting.
• Collaborate with internal and external resources to deliver seamless client experiences.

Team Collaboration & Development

• Partner with trading, compliance, operations, and business development teams to deliver coordinated solutions and client service.
• Assist in preparing materials for client meetings, governing board presentations, and internal reviews.
• Support client onboarding and service expansion opportunities as directed by Relationship Managers.
• Share knowledge and best practices with colleagues to support firm success.
• Participate in training and development opportunities to deepen product knowledge and strengthen client relationship skills.
• Perform other duties and responsibilities as assigned by management.

Required Skills/Abilities

• Excellent organizational, communication, and analytical skills.
• Proficiency in Microsoft Office Suite and CRM systems (e.g., Salesforce).

Education And Experience

• Bachelor’s degree in business administration, marketing, finance, economics, public administration, or a related field required; relevant internships or up to 2 years of experience in financial services, investment operations, or institutional client support preferred.
• FINRA Licenses: SIE, Series 7, 63 and 50 and other licenses as required
• Strong understanding of fixed-income products and public sector investment practices.
• Occasional travel may be required.

Physical Requirements:

Must be able to work at a computer for long periods of time. Lift up to 15 lbs.

The Pay Range For This Role Is

55,000 - 65,000 USD per year(Naperville, Illinois)