Remote Director, Public Sector Investment Services

PTMA Financial Solutions; New York (NY); A distancia; USD 100.000 - 125.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Remote work from home

Descripción de la vacante

PTMA Financial Solutions, a national provider of treasury and investment services, seeks a Director of Investment Services to join our New York team. This remote-from-home role focuses on expanding client relationships with institutional investors across New York, with travel required throughout the state.

You will lead the full sales cycle, present to investment committees, and work with senior colleagues on growth initiatives while supporting education on market opportunities and policy

Formación

• 3–5 years of progressive sales, marketing, business development, or relationship management in the public sector.
• Familiarity with investible capital markets and fixed income instruments is preferred.
• Proven ability to develop long sales cycles and secure mandates.

Responsabilidades

• Lead full sales cycle from prospecting to contract negotiations and relationship management.
• Expand institutional investor relationships and educate clients on market opportunities.
• Deliver presentations to Councils, Boards, and investment committees.
• Collaborate with senior team members on sales and marketing initiatives.
• Represent the firm at state-wide industry events and maintain CRM records.

Conocimientos

Sales

Relationship Mgmt

Public sector

Investments

Presentations

Travel readiness

Educación

Series 7 & 63 licenses

Herramientas

MS Office

Descripción del empleo

PTMA Financial Solutions, a national provider of treasury and investment services, seeks a Director of Investment Services to join our New York team. This remote-from-home role focuses on expanding client relationships with institutional investors across New York, with travel required throughout the state.

You will lead the full sales cycle, present to investment committees, and work with senior colleagues on growth initiatives while supporting education on market opportunities and policy