Director, Investment Services

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 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

We are looking for a Director, Investment Services, to join our national sales organization as part of our California team.

Our firm offers a unique balance of ample opportunities for professional growth while maintaining close connections across all levels of our organization.

This role is a remote work from home position based in California.

Relocation is not provided.

In this role, you will lead the full sales cycle—from identifying and engaging prospective clients to contract negotiations (where applicable) and relationship management.

You will be instrumental in expanding our business and maintaining robust relationships with local governments by presenting California CLASS’s offerings and providing innovative client education on market events and investment opportunities.

This role requires considerable travel throughout the state of California.

Duties/Responsibilities

• Business Development: Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.
• Client Engagement: Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings.
• Presentations: Deliver knowledgeable presentations to Councils, Boards, and investment committees about California CLASS and related offerings.
• Collaboration: Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.
• Market Participation: Represent the firm at local industry conferences and associations to enhance visibility and engagement.
• Policy Advisory: Evaluate and advise on client investment policies.
• Client Education: Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.
• Documentation: Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).
• Other Duties: Perform additional responsibilities as assigned.
• Required Skills/Abilities
• Sales & Relationship Management: 3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector.
• Industry

Knowledge: Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.

• Self-Motivation: Demonstrated success in business development and a track record of securing long sales cycle investment management mandates.
• Strategic Thinking: Ability to see beyond day-to-day tasks and develop long-term strategies for growth.
• Presentation Skills: Exceptional client-facing and presentation abilities with high investment acumen.
• Project Management: Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment.
• Analytical Skills: Robust quantitative, problem-solving, and analytical capabilities.
• Technical Proficiency: Strong working knowledge of MS Office applications and related technologies.
• Integrity: Unwavering integrity and the ability to instill confidence in clients and colleagues.

Education and Experience

• Experience: Prior experience servicing local governments in California is preferred.
• Degree: Bachelor’s degree required.
• Licensing: Current Series 7 & 63 licenses or willingness to obtain is required.

Physical Requirements

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

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