Director, Investment Services

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.

Pay Range

The pay range for this role is: $100,000 - $135,000 USD per year (Remote)

Sales

Remote (United States)