Director - Investment Services

April 2

🗽 New York – Remote

Although this job is listed in New York, this company may be open to hiring remote in other states.

💵 $100k - $125k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis

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Public Trust Advisors, LLC

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Public Trust Advisors, LLC is a client-focused, independent investment advisor founded in 2011, specializing in managing and servicing the investment needs of local governments across the United States. The company provides professionally managed pooled investment services through local government investment pools and offers separately managed account services tailored for public sector entities. Public Trust Advisors aims to provide high-quality, cost-effective investment management services designed to increase investment income for communities, allowing public entities to finance more projects, hire additional staff, expand payroll, and enhance reserve funds. Their guiding principle is to safeguard public funds while balancing market risk with liquidity and yield priorities.

51 - 200 employees

Founded 2009

💸 Finance

🏛️ Government

📋 Description

• Lead full sales cycle for institutional investors in New York • Identify and develop new business opportunities while maintaining relationships with existing clients • Provide comprehensive service including client education and presentations • Represent the firm at local industry conferences and associations • Maintain accurate reports within the CRM system • Develop innovative methods for educating clients on market trends

🎯 Requirements

• 3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector • Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred • Demonstrated success in business development and a track record of securing long sales cycle investment management mandates • Ability to see beyond day-to-day tasks and develop long-term strategies for growth • Exceptional client-facing and presentation abilities with high investment acumen • Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment • Robust quantitative, problem-solving, and analytical capabilities • Strong working knowledge of MS Office applications and related technologies • Unwavering integrity and the ability to instill confidence in clients and colleagues

🏖️ Benefits

• Medical, Dental, Vision, Life, Accident, and Critical Illness coverage • Employee Assistance Program (EAP) • 401(k) Plan • Generous Paid Time Off (PTO) • Competitive pay structure with commission eligibility