Public Sector Investment Director

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 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.