Relationship Manager

ptmacareers; Lancaster (Lancaster County); On-site; USD 90,000 - 140,000; Full time

Job summary

PTMA Financial Solutions in Pennsylvania seeks a Relationship Manager to drive sales and marketing of investment products to local government clients, expanding the client base while coordinating with Institutional Investment Specialists to tailor portfolios.

You will manage client relationships, oversee cash flow analyses and bond proceeds services, and present PTMA solutions to school boards and finance committees across PA. Travel for in-person meetings is required.

Qualifications

• Bachelor’s degree from four-year college or university with five+ years related experience or training; or equivalent mix.
• Regulatory Licensures: Series 7, 63, & 50.
• Preferred experience in Investment Management environment.

Responsibilities

• Develop and execute sales strategies to attract and secure new accounts throughout Pennsylvania.
• Assist in development and execution of the PSDLAF sales and marketing plan.
• Achieve targeted growth of 20% in the PSDLAF fund’s total balance.
• Maintain and enhance client relationships to ensure high satisfaction and retention.
• Oversee cash flow analysis and guidance related to bond proceeds management services.
• Attend in-person client meetings and events across Pennsylvania.
• Collaborate with Institutional Investment Specialists to deliver portfolio solutions.
• Advise clients with economic and investment market insights to support financial objectives.
• Present PTMA products and services to Boards and Finance Committees of PA school districts.
• Perform other duties as assigned by management.

Skills

Strategic thinking

Interpersonal skills

Sales experience

Relationship management

Municipal finance knowledge

Communication

Problem solving

Attention to detail

Time management

Collaboration

Education

Bachelor’s degree (B.A.)

Series 7, 63, & 50 licenses

Investment Management experience (Broker-Dealer–Advisor)

Job description

PTMA Financial Solutions, provides treasury management, liquidity management, and other financial products and services to the public sector. In addition to more than 12,000 local governments, school districts and other public entities, we also partner with over 1,000 financial institutions to help strengthen communities from coast to coast. Our family of financial services companies offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, and public finance services for public entitiesplusstable deposit funding solutions for financial institutions. Our financialexpertise, comprehensive products, and advanced technology help clients achieve more today for a better tomorrow. The firm’s primary operational hubs are in Denver, Colorado, and Naperville, Illinois, with other offices throughout the United States.

Job Summary:

The Relationship Manager will primarily focus will on driving sales and marketing efforts of PMA investment products and services targeted at Pennsylvania local government clients and prospects. This role emphasizes expanding the client base while collaborating with Institutional Investment Specialists to manage investment portfolios tailored to municipalities’ needs, oversees client relationships, the productions of cash flow process, and bond proceeds management services.

Duties/Responsibilities:

• Develop and execute sales strategies to attract and secure new accounts throughout Pennsylvania.
• Assist in the development and execution of the PSDLAF sales and marketing plan.
• Achieve targeted growth of 20% in the PSDLAF fund’s total balance.
• Maintain and enhance client relationships to ensure high levels of satisfaction and retention.
• Oversee the cash flow analysis process and provide guidance related to bond proceeds management services.
• Comply with in-office presence requirements and attend in-person client meetings and events across Pennsylvania.
• Collaborate with Institutional Investment Specialists to deliver appropriate investment portfolio solutions for municipal clients.
• Advise clients by providing economic and investment market insights to support their financial objectives.
• Present PTMA products and services to Boards and Finance Committees of Pennsylvania school districts.
• Perform other duties and responsibilities as assigned by management.

Required Skills/Abilities:

• This role requires a strategic thinker with excellent interpersonal skills, a proven track record in sales and relationship management, an understanding of municipal finance a plus.
• Demonstrated ability to take initiative and consistently go the extra mile to meet client needs.
• Exceptional attention to detail, ensuring accuracy and thoroughness in all tasks.
• Strong ability to prioritize and manage workload effectively amidst competing deadlines.
• Proven ability to perform well under pressure, maintaining focus and delivering
• Ability to take initiative and willingness to go the extra mile for our clients
• Attention to detail
• Ability to prioritize work with many conflicting deadlines
• Ability to work well under pressure
• Ability to collaborate and problem solve with both technology and business team members.
• Excellent English communication skills, both written and verbal

Education and Experience:

• Bachelor’s degree (B.A.) degree from four-year college or university; five plus years related experience and/or training; or equivalent combination of education and experience.
• Regulatory Licensures: Have or be willing to obtain Series 7, 63, & 50
• Preferred experience in Investment Management (Broker-Dealer–Advisor) Environment

Physical Requirements:

Must be able to work at a computer for long periods of time. Lift up to 15 lbs.