Head of MOSIP Program — Remote Investment Advisory Lead

Ladders; United States; Remote; USD 118,000 - 144,000; Full time

Benefits offered by this job

Healthcare

Life insurance

Disability coverage

Parental leave

401(k) with employer match

Paid vacation + holidays

Adoption assistance

Sick leave

Job summary

Ladders, a leader in Finance & Insurance, seeks a PFMAM - Head of MOSIP Program to drive advisory relationships and growth with public sector and institutional clients. Remote-US based with no visa sponsorship. Expect leadership in pipeline development, client engagement, and executive-level presentations.

Responsibilities include managing a dynamic sales pipeline, delivering compelling materials, and strengthening long-term advisory relationships across liquidity and fixed-income solutions.

Qualifications

• Bachelor's degree or equivalent experience required.
• 10+ years in portfolio management, sales, marketing, or relationship management with institutional clients.
• FINRA Series 6 or 7 and 63 licensed, or must complete testing within 120 days of hire.
• Strong relationships with public sector clients preferred.
• Experience in business development and knowledge of liquidity and fixed-income securities.

Responsibilities

• Develop new direct relationships within the program.
• Identify and qualify prospective clients for investment advisory services.
• Lead formal presentations to agency governing boards.
• Manage an active sales pipeline and participate in sales reviews.
• Conduct frequent in-person meetings with existing clients and prospects.
• Prepare meeting materials and ensure follow-up with clients and shareholders.
• Attend local government trade association conferences to represent the organization.

Skills

Relationship management

Business development

Public sector experience

Executive presentations

Portfolio management knowledge

Education

Bachelor's degree or equivalent

FINRA Series 6/7 and 63 licenses

Job description

Ladders, a leader in Finance & Insurance, seeks a PFMAM - Head of MOSIP Program to drive advisory relationships and growth with public sector and institutional clients. Remote-US based with no visa sponsorship. Expect leadership in pipeline development, client engagement, and executive-level presentations.

Responsibilities include managing a dynamic sales pipeline, delivering compelling materials, and strengthening long-term advisory relationships across liquidity and fixed-income solutions.