Public Sector Investment Relationship Associate

PTMA Financial Solutions; Naperville (IL); On-site; USD 55,000 - 65,000; Full time

Job summary

PTMA Financial Solutions in Naperville, Illinois, seeks a sales-desk-based professional to drive client engagement, investment solution delivery, and revenue growth for public sector clients. This role leverages product knowledge and portfolio oversight to proactively support clients through outreach, campaigns, and regular portfolio reviews.

It serves as a pathway to Relationship Manager roles within the Investment Solutions team.

Qualifications

• Bachelor’s degree or internships up to 2 years in financial services.
• FINRA licenses: SIE, Series 7, 63 and 50 as required.
• Strong understanding of fixed-income products and public sector investments.
• Occasional travel may be required.

Responsibilities

• Build and strengthen long-term client relationships with tailored solutions.
• Identify cross-sell opportunities and support portfolio reviews.
• Collaborate with trading, compliance, and operations to deliver coordinated service.
• Prepare materials for client meetings and internal reviews.
• Support client onboarding and service expansion as directed by Relationship Managers.

Skills

Organizational skills

Communication skills

Analytical skills

Education

Bachelor's degree in business administration, finance, economics, public administration or related field

Tools

Microsoft Office Suite

Salesforce CRM

Job description

PTMA Financial Solutions in Naperville, Illinois, seeks a sales-desk-based professional to drive client engagement, investment solution delivery, and revenue growth for public sector clients. This role leverages product knowledge and portfolio oversight to proactively support clients through outreach, campaigns, and regular portfolio reviews.

It serves as a pathway to Relationship Manager roles within the Investment Solutions team.