Director, Investment Services

Helping Communities Thrive; Lancaster (Lancaster County); On-site; USD 100,000 - 125,000; Full time

Job summary

PTMA Financial Solutions is seeking a Director of Investment Services to join our national sales organization as part of our Pennsylvania team in Lancaster, PA. You will lead business development, manage client relationships, and deliver presentations to councils and investment committees.

The role requires 3–5 years in sales/BD in the public sector, Series 7 & 63 licenses, strong MS Office skills, and the ability to drive long sales cycles with integrity and strategic thinking.

Qualifications

• 3–5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector.
• Familiarity with investible capital markets, particularly fixed income funds and money market instruments.
• Demonstrated success in business development and securing long sales cycle mandates.
• Ability to develop long-term growth strategies.
• Exceptional client-facing and presentation abilities with high investment acumen.
• Strong organizational skills to manage multiple tasks in a fast-paced environment.
• Robust quantitative and analytical capabilities.
• Strong working knowledge of MS Office and related technologies.
• Unwavering integrity and the ability to instill confidence in clients and colleagues.

Responsibilities

• Business Development: Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.
• Client Engagement: Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings.
• Presentations: Deliver knowledgeable presentations to Councils, Boards, and investment committees about PSDLAF and related offerings.
• Collaboration: Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.
• Market Participation: Represent the firm at local industry conferences and associations to enhance visibility and engagement.
• Policy Advisory: Evaluate and advise on client investment policies.
• Client Education: Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.
• Documentation: Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).
• Other Duties: Perform additional responsibilities as assigned.

Skills

Sales & Relationship Management

Industry Knowledge

Self-Motivation

Strategic Thinking

Presentation Skills

Project Management

Analytical Skills

Technical Proficiency

Integrity

Education

Series 7 & 63 licenses

Tools

MS Office

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 financialexpertise, 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:

We are looking for a Director, InvestmentServices,to join our national sales organization as part of our Pennsylvania team. Ourfirm offersa unique balance ofample opportunitiesfor professional growth whilemaintainingclose connections across all levels of our organization.

Duties/Responsibilities:

• Business Development:Identifyand develop new business opportunities whilemaintainingand expanding relationships with existing investment management clients.
• Client Engagement: Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings.
• Presentations: Deliver knowledgeable presentations to Councils, Boards, and investment committees about PSDLAF and related offerings.
• Collaboration: Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.
• Market Participation: Represent the firm at local industry conferences and associations to enhance visibility and engagement.
• Policy Advisory: Evaluate and advise on client investment policies.
• Client Education: Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.
• Documentation:Maintain
  accuratecall reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).
• Other Duties: Performadditionalresponsibilities as assigned.

Required Skills/Abilities:

• Sales & Relationship Management: 3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector.
• Industry Knowledge: Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.
• Self-Motivation:Demonstratedsuccess in business development anda track recordof securing long sales cycle investment management mandates.
• Strategic Thinking: Ability to see beyond day-to-day tasks and develop long-term strategies for growth.
• Presentation Skills: Exceptional client-facing and presentation abilities with high investment acumen.
• Project Management: Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment.
• Analytical Skills: 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 Pennsylvania is preferred.
• Licensing: Current Series 7 &63 licenses.

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:

100,000 - 125,000 USD per year (Lancaster, Pennsylvania)