PFMAM - Head of MOSIP Program

About the role

For our client, we are seeking a PFMAM - Head of MOSIP Program to join the team of a leader in the Finance & Insurance space. This role will lead new relationship development and client engagement efforts within a specialized investment advisory program serving public sector and institutional stakeholders. The position combines business development, relationship management, and executive-level presentations to support growth across liquidity and fixed-income solutions. You will work closely with clients, prospects, and internal partners to manage pipeline activity, deliver compelling materials, and strengthen long-term advisory relationships.

Responsibilities

• Develop new direct relationships within the program
• Identify and qualify prospective clients for investment advisory services
• Lead formal presentations to agency governing boards
• Manage an active sales pipeline and participate in sales reviews
• Conduct frequent in-person meetings with existing clients and prospects
• Prepare meeting materials and ensure follow-up with clients and shareholders
• Attend local government trade association conferences to represent the organization

Qualifications

• Bachelor's degree or equivalent experience required
• 10+ years in portfolio management, sales, marketing, or relationship management with institutional clients
• FINRA Series 6 or 7 and 63 licensed, or must complete testing within 120 days of hire
• Strong relationships with public sector clients preferred
• Experience in business development and knowledge of liquidity and fixed-income securities

Benefits

• Comprehensive healthcare (medical, dental, vision)
• Life insurance options
• Short-term and long-term disability coverage
• Parental leave and pregnancy disability support
• 401(k) with employer-funded retirement plan
• Paid vacation ranging from two to five weeks
• Up to 11 paid holidays annually
• Adoption assistance
• Sick and Safe Leave accruals up to 80 hours per year

Pay

$118,170 – $144,430 annually