Director, Investment Services

Helping Communities Thrive; New York (NY); Remote; USD 100,000 - 125,000; Full time

Benefits offered by this job

Remote work from home

Job summary

PTMA Financial Solutions, a national provider of treasury and investment services, seeks a Director of Investment Services to join our New York team. This remote-from-home role focuses on expanding client relationships with institutional investors across New York, with travel required throughout the state.

You will lead the full sales cycle, present to investment committees, and work with senior colleagues on growth initiatives while supporting education on market opportunities and policy

Qualifications

• 3–5 years of progressive sales, marketing, business development, or relationship management in the public sector.
• Familiarity with investible capital markets and fixed income instruments is preferred.
• Proven ability to develop long sales cycles and secure mandates.

Responsibilities

• Lead full sales cycle from prospecting to contract negotiations and relationship management.
• Expand institutional investor relationships and educate clients on market opportunities.
• Deliver presentations to Councils, Boards, and investment committees.
• Collaborate with senior team members on sales and marketing initiatives.
• Represent the firm at state-wide industry events and maintain CRM records.

Skills

Sales

Relationship Mgmt

Public sector

Investments

Presentations

Travel readiness

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 New York team. Ourfirm offersa unique balance ofample opportunitiesfor professional growth whilemaintainingclose connections across all levels of our organization.This role is a remote work from home position based in Central NewYork.Relocationis not provided.

In this role, you will lead the full sales cycle—fromidentifyingand engaging prospective clients to contract negotiations (where applicable) and relationship management. You will be instrumental in expanding our business andmaintainingrobust relationships with institutional investors by presenting NYCLASS’s offerings and providing innovative client education on market events and investment opportunities.This role requires considerable travel throughout the state of New York.

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 NYCLASS 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 New York is preferred.
• Licensing: Current Series 7 &63 licenses.

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:

100,000 - 125,000 USD per year (New York, NY)