Public Sector Investment Solutions Associate

PMA Financial Network; Naperville (IL); Presencial; USD 55.000 - 85.000; Jornada completa

Descripción de la vacante

PTMA Financial Solutions, based in Naperville, IL, seeks a Sales-desk professional to engage public sector clients, deliver investment solutions, and drive revenue growth. The role involves outreach campaigns and portfolio reviews, and cross-selling opportunities in collaboration with Relationship Managers.

You will support client onboarding, maintain CRM records, and coordinate with trading and operations to ensure accurate execution and timely reporting. Some travel may be required.

Formación

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

Responsabilidades

• Build and strengthen long-term client relationships by delivering exceptional service and tailored solutions.
• Ensure consistent contact with assigned relationships, avoiding blackouts (no outreach for more than 3–6 months).
• Contribute to client growth by identifying opportunities for deeper engagement, providing market perspectives and product expertise.
• Partner with internal stakeholders (including trading and business development teams) to deliver customized solutions aligned with client needs.
• Participate in client meetings (primarily virtual), with Relationship Managers to share investment insights and portfolio strategies.

Conocimientos

Organizational skills

Communication skills

Analytical skills

Microsoft Office

CRM Salesforce

Educación

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

FINRA Licenses: SIE, Series 7, 63, 50

Herramientas

CRM systems

Salesforce

Descripción del empleo

PTMA Financial Solutions, based in Naperville, IL, seeks a Sales-desk professional to engage public sector clients, deliver investment solutions, and drive revenue growth. The role involves outreach campaigns and portfolio reviews, and cross-selling opportunities in collaboration with Relationship Managers.

You will support client onboarding, maintain CRM records, and coordinate with trading and operations to ensure accurate execution and timely reporting. Some travel may be required.