Relationship Manager

Duties/Responsibilities

• Develop and execute sales strategies to attract and secure new accounts throughout Pennsylvania.
• Achieve targeted growth of 20% in the PSDLAF fund’s total balance.
• Maintain and enhance client relationships to ensure high levels of satisfaction and retention.
• Oversee the cash flow analysis process and provide guidance related to bond proceeds management services.
• Collaborate with Institutional Investment Specialists to deliver appropriate investment portfolio solutions for municipal clients.
• Advise clients by providing economic and investment market insights to support their financial objectives.
• Present PTMA products and services to Boards and Finance Committees of Pennsylvania school districts.

Required Skills/Abilities

• A strategic thinker with excellent interpersonal skills.
• A proven track record in sales and relationship management.
• An understanding of municipal finance a plus.
• Demonstrated ability to take initiative and consistently go the extra mile to meet client needs.
• Exceptional attention to detail, ensuring accuracy and thoroughness in all tasks.
• Strong ability to prioritize and manage workload effectively amidst competing deadlines.
• Proven ability to perform well under pressure, maintaining focus and delivering.
• Ability to take initiative and willingness to go the extra mile for our clients.

Education And Experience

• Bachelor’s degree (B.A.) from four-year college or university.
• Five plus years related experience and/or training.
• Or equivalent combination of education and experience.
• Regulatory Licensures: Series 7, 63, & 50.

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 60,000 - 75,000 USD per year(Pennsylvania).