Director, Investment Services

Public Trust Advisors is a growing investment advisory firm seeking to add a Director, Investment Services in our California Market. Established in 2011 and headquartered in Denver CO, Public Trust Advisors is a SEC registered firm that manages nearly 90 billion in public sector assets around the nation. With 87 employees and growing, Public Trust Advisors is large enough to allow our employees to chart their professional path and still small enough to connect with all levels of the organization on their journey. We are the administrator and advisor for California CLASS (California Cooperative Liquid Asset Securities System) which launched in June of 2022. We are looking for ambitious and driven financial and investment sales professionals to join our team in the rewarding field of investment advisory and marketing-related services to municipalities, counties, and special districts throughout California. Ideal candidates will possess a strong work ethic and drive combined with 5+ years of relevant experience in business development. Holding the FINRA Series 7 (or the willingness to obtain) along with financial industry experience and Salesforce or similar CRM tool is required. This is a direct client facing role requiring the ability to present knowledgably to Councils and Boards about California CLASS. To be the right fit, you must be comfortable developing and expanding business through educating clients on current market events and investment opportunities. This is a fully remote work opportunity requiring a high level of travel both by car and by plane. Candidates currently residing in southern California region is desired, but all qualified candidates are encouraged to apply. Our employees enjoy an amazing company culture, a comprehensive benefits plan including 401k, generous PTO, a competitive pay structure and bonus opportunities. Salary range for the Director, Investment Services is $110,000 - $150,000 (doe); plus commission. If the Director, Investment Services position at Public Trust Advisors sounds like an opportunity you would like to explore further, we encourage you to check out the job description and to apply today. Job Description: Job Title: Director, Investment Services Department: Sales Job Summary: The Director, Investment Services is responsible for the full sales cycle from identifying leads, contacting prospective clients, and learning their needs and objectives to providing solutions, contract negotiations through developing and maintaining relationships with institutional investors and understand the key elements required for growing and maintaining key client relationships. Travel to clients and prospects throughout the region with face to face presentations is required for this role. Essential Duties and Responsibilities: Contribute to firm's growth by developing and maintaining client relationships, identifying potential new business, and effectively communicating product offerings. Develop and expand business while maintaining existing relationships with current investment management clients Collaborate with senior team members in all aspects of sales and marketing, client management, and ensure follow up with clients and internal staff. Provide full service to clients in the areas of public funds investment, client education, client presentations, reporting, and regular client meetings. Identify and participate in relevant local industry conferences and associations. Present to governing bodies and investment committees as necessary. Evaluate and advise on client investment policies. Create innovative ways of educating clients and prospects on current market events and investment opportunities. Coordinate information and document flow between staff, clients, and other stakeholders on a regular basis. Create and maintain call reports, prospect lists, opportunities, and other relevant information in Client Relationship Management (CRM) System Other duties as assigned as pertain to the position. Competencies Required: A minimum of 2 years of progressive sales, marketing, business development, relationship management or other highly related experience in the public sector. It is preferred that candidates will have knowledge of investible capital markets but especially fixed income funds, short and intermediate-term fixed income investments, and money market instruments. Self-motivated with a proven successful business development/corporate development track record. Ability to think and act strategically; to look at issues affecting the team from a larger, long-term perspective rather than just day-to-day task execution. Demonstrates a disciplined process for pursuing and winning long sales cycle investment management mandates. Demonstrates flexibility when approaching complex situations and often uses creative methods/solutions to avoid conflicts and/or negative outcomes. Possesses a high degree of investment acumen, institutional client-facing and presentation skills. Outstanding project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-paced environment. Demonstrates unwavering integrity and instills confidence in others. Desire to improve processes, take initiative, and solve problems. Strong quantitative, problem solving, and analytical skills. Detail oriented with strong organization skills. Strong working knowledge of MS Office applications and related technologies. Education/Experience Required: Experience in servicing local governments is strongly preferred. Bachelor's degree required.

Created: 2024-11-05