Strategic Municipal 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

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