Director, Investment Services

About the role

PTMA Financial Solutions provides treasury management, liquidity management, and other financial products and services to the public sector, serving over 12,000 local governments, school districts and other public entities and partnering with over 1,000 financial institutions. The firm offers local government investment pool administration, investment advisory services, term investments, cashflow analysis, bond proceeds management, public finance services, and stable deposit funding solutions. Headquarters are in Denver, Colorado and Naperville, Illinois with offices nationwide. This Director, Investment Services role is a remote work‑from‑home position based in Central New York (no relocation provided). The role involves leading the full sales cycle—identifying and engaging prospective clients, contract negotiations, and relationship management—to expand business and maintain relationships with institutional investors by presenting NYCLASS offerings and providing client education on market events and investment opportunities. Considerable travel throughout New York State is required.

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 NYCLASS 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.

Skills

• 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.

Qualifications

• Experience: Prior experience servicing local governments in New York is preferred.
• Education: Bachelor’s degree required.
• Licensing: Current Series 7 & 63 licenses.
• Physical Requirements: Must be able to work at a computer for long periods of time; able to lift up to 15 lbs.

Pay

The pay range for this role is $100,000 – $125,000 USD per year (New York, NY).