Director, Investment Services
Public Trust Advisors, LLC
full-time
Posted on:
Location Type: Remote
Location: Remote • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $100,000 - $125,000 per year
Job Level
Lead
About the role
- Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.
- Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings.
- Deliver knowledgeable presentations to Councils, Boards, and investment committees about NYCLASS and related offerings.
- Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.
- Represent the firm at local industry conferences and associations to enhance visibility and engagement.
- Evaluate and advise on client investment policies.
- Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.
- Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).
- Perform additional responsibilities as assigned.
Requirements
- 3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector.
- Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.
- Demonstrated success in business development and a track record of securing long sales cycle investment management mandates.
- Ability to see beyond day-to-day tasks and develop long-term strategies for growth.
- Exceptional client-facing and presentation abilities with high investment acumen.
- Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment.
- Robust quantitative, problem-solving, and analytical capabilities.
- Strong working knowledge of MS Office applications and related technologies.
- Unwavering integrity and the ability to instill confidence in clients and colleagues.
Benefits
- Medical, Dental, Vision, Life, Accident, and Critical Illness coverage
- Employee Assistance Program (EAP)
- 401(k) Plan
- Generous Paid Time Off (PTO)
- Competitive pay structure with commission eligibility
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
business developmentsalesmarketingrelationship managementinvestment managementfixed income fundsmoney market instrumentsquantitative analysisproblem-solvinganalytical capabilities
Soft skills
client-facing abilitiespresentation skillsorganizational skillsstrategic thinkingintegrityconfidence buildingmultitaskingcommunication skillsteam collaborationclient education