Director, Investment Services

PTMA Financial Solutions; United States; Remote; USD 130,000 - 210,000; Full time

Job summary

NYCLASS seeks a Director, Investment Services to join our national sales organization, based in Central New York. This remote role requires frequent travel across New York state; relocation is not provided.

You will lead the full sales cycle—from identifying prospects to contract negotiations and relationship management—expanding our business with institutional investors and educating clients on market events and opportunities.

Qualifications

• Bachelor’s degree required.
• Current Series 7 and 63 licenses.
• Experience with public sector clients in NY preferred.

Responsibilities

• Develop and manage new business opportunities with public sector clients.
• Lead end-to-end sales cycle from prospecting to contract closure.
• Present to Councils, Boards and investment committees.
• Collaborate with senior teams on sales and marketing initiatives.
• Represent the firm at NY conferences and associations.
• Advise on client investment policies.
• Educate clients on market trends and opportunities.
• Maintain CRM with calls, prospects and opportunities.
• Travel across New York State as required.

Skills

Sales & Relationship Management

Industry Knowledge

Self-Motivation

Strategic Thinking

Presentation Skills

Project Management

Analytical Skills

Technical Proficiency

Integrity

Education

Bachelor's degree

Series 7 & 63 licenses

Job description

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.
• Degree: Bachelor’s degreerequired.
• 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.