PFMAM Director - Minnesota

Key Responsibilities

• Lead, coach, and develop a team of institutional sales and relationship management professionals, establishing clear performance expectations and fostering a high-performing, client-focused culture
• Develop and execute regional sales and growth strategies aligned with firm objectives, with accountability for revenue generation, asset growth, and market penetration
• Identify, qualify, and pursue new business opportunities while expanding and retaining an established client base
• Serve as a senior relationship manager for key institutional clients and strategic prospects, including public entities, and lead high-impact presentations to governing boards and investment committees
• Leverage deep knowledge of PFMAM’s investment capabilities (LGIPs, SMA, OCIO, liquidity solutions) to deliver tailored solutions and support client needs
• Oversee pipeline management, including tracking, forecasting, and performance reporting, while ensuring disciplined sales practices across the team
• Partner with investment, product, marketing, client service, and operations teams to ensure seamless client onboarding, delivery, and ongoing relationship management
• Ensure adherence to compliance, legal, and risk standards, including supervisory responsibilities where applicable
• Represent PFMAM at industry events, conferences, and client forums to strengthen brand presence and develop relationships
• Provide market insights and client feedback to inform product development, marketing strategy, and thought leadership initiatives

Basic Qualifications

• Typically a bachelor's degree or equivalent experience
• Experience in portfolio management, sales, marketing, or relationship management with institutional clients (Business to Business environment)
• Must be FINRA series 6 or 7, 63 licensed or complete 6 or 7, 63 testing within 90 days of start date
• Typically has 10 or more years of experience

Preferred Skills/Experience

• 5+ years of people leadership or team management experience
• Extensive experience working with public sector clients, particularly Minnesota local governments
• Strong knowledge of institutional asset management solutions, including LGIPs, fixed income, SMA, and OCIO
• Promised track record of leading teams to achieve revenue and asset growth targets
• Demonstrated success operating in a matrixed organization and influencing cross-functional partners
• Excellent presentation, communication, and executive presence
• Strong analytical, strategic thinking, and problem-solving skills
• CFA designation and/or MBA preferred
• FINRA Series 24 (or the ability to obtain) strongly preferred for supervisory responsibilities

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law