Public Sector Municipal Relationship Manager

Rockland Trust

Boston (MA)

Hybrid

USD 100,000 - 170,000

Full time

5 days ago
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Benefits offered by this job

Health insurance
401(k) plan
Paid vacation

Job summary

Rockland Trust, a Massachusetts-based full-service financial institution, seeks a Relationship Manager in the Investment Management Group to serve municipal clients across the footprint. This role focuses on investment management, advisory services, and regulatory understanding, with a hybrid in-market presence.

The RM will partner with internal advisors and banking partners to deliver coordinated solutions, build long-term client relationships, and stay current on public fund regulations and

Qualifications

  • Bachelor’s degree required; advanced degree or relevant certifications preferred.
  • 5–10 years of investment management, treasury services, public finance, or municipal relationship experience.
  • Experience with municipal/public sector clients preferred.
  • Strong knowledge of fixed income markets, cash management, and public fund regulations.
  • Ability to build long-term client relationships and act as fiduciary advisor.
  • Excellent communication for boards and public stakeholders.

Responsibilities

  • Develop and maintain municipal client relationships (towns, cities, districts, utilities).
  • Serve as trusted advisor on investment policy, cash flow, regulations, and risk.
  • Deliver customized investment strategies for public funds and fiduciary standards.
  • Collaborate with Investment Management Group and banking partners for integrated solutions.
  • Support new business development, respond to RFPs, and engage decision-makers.
  • Monitor portfolio performance; provide regular reviews and education to clients.
  • Stay current on municipal regulations and market trends; ensure compliance.
  • Oversee day-to-day administration of municipal investment accounts.
  • Maintain documentation of client interactions and decisions.

Skills

Relationship management
Investment knowledge
Public sector client experience
Communication with boards
Regulatory awareness
Collaboration skills
RFP processes
Financial analysis

Education

Bachelor's degree
Advanced degree or certifications preferred

Tools

MS Excel

Job description

Rockland Trust, a Massachusetts-based full-service financial institution, seeks a Relationship Manager in the Investment Management Group to serve municipal clients across the footprint. This role focuses on investment management, advisory services, and regulatory understanding, with a hybrid in-market presence.

The RM will partner with internal advisors and banking partners to deliver coordinated solutions, build long-term client relationships, and stay current on public fund regulations and

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