PA Municipal Finance Relationship Manager

PMA Financial Network; Lancaster (Lancaster County); On-site; USD 90,000 - 140,000; Full time

Job summary

PTMA Financial Solutions seeks a Relationship Manager to drive sales of investment products for Pennsylvania local government clients. You will grow the client base, collaborate with specialists, and manage portfolios and bond proceeds.

Responsibilities include maintaining relationships, presenting to boards, and guiding cash flow and investment analyses. Travel across Pennsylvania for in-person meetings is required.

Qualifications

• Bachelor’s degree required; five+ years related experience or equivalent.
• Willing to obtain Series 7, 63, and 50 licenses.

Responsibilities

• Develop and execute sales strategies to attract Pennsylvania government accounts.
• Collaborate with Institutional Investment Specialists to tailor municipal portfolios.
• Present PMA products to school districts Boards and Finance Committees.
• Oversee cash flow analysis and bond proceeds management services.
• Maintain high client satisfaction and retention across PA.

Skills

Sales and relationship management

Strategic thinking

Interpersonal skills

Communication skills (English)

Attention to detail

Prioritization

Working under pressure

Collaboration with tech and business

Presenting to boards/committees

Education

Bachelor’s degree

Series 7, 63, 50 licensure willingness

Tools

None

Job description

PTMA Financial Solutions seeks a Relationship Manager to drive sales of investment products for Pennsylvania local government clients. You will grow the client base, collaborate with specialists, and manage portfolios and bond proceeds.

Responsibilities include maintaining relationships, presenting to boards, and guiding cash flow and investment analyses. Travel across Pennsylvania for in-person meetings is required.