Relationship Manager

PTMA Financial Solutions; Lancaster (Lancaster County); On-site; USD 60,000 - 75,000; Full time

Job summary

PTMA Financial Solutions in Pennsylvania seeks a Relationship Manager to drive sales and manage municipal portfolios for local governments. You will expand the client base and collaborate with Institutional Investment Specialists to tailor investment solutions for municipalities.

The role emphasizes bond proceeds management, cash flow analysis, and presenting PTMA offerings to school districts’ Boards. Five+ years of experience and securities licenses are preferred; in‑person client meetings

Qualifications

• Bachelor’s degree from a four-year college or university.
• Five or more years of related experience and/or training.
• Regulatory Licensures: Series 7, 63, and 50.
• Preferred experience in Investment Management (Broker‑Dealer‑Advisor) Environment.

Responsibilities

• Develop and execute sales strategies to attract Pennsylvania accounts.
• 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 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.

Skills

Strategic thinking

Interpersonal skills

Sales experience

Relationship management

Municipal finance knowledge

Attention to detail

English communication

Education

Bachelor’s degree (B.A.)

Series 7, 63, 50 licenses

Job description

Relationship Manager

PTMA Financial Solutions Lancaster, Pennsylvania, United States

About this position

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, cash flow analysis, bond proceeds management, and public finance services for public entities plus stable deposit funding solutions for financial institutions. Our financial expertise, 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 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, overseeing client relationships, the production of the 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, and 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 results.
• 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.) from a four‑year college or university; five or more years of related experience and/or training; or an equivalent combination of education and experience.
• Regulatory Licensures: Series 7, 63, and 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.

Compensation

60,000 - 75,000 USD per year (Pennsylvania)