Director, Investment Services

Job not on LinkedIn

November 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 (FP&A)

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Public Trust Advisors, LLC

WebsiteLinkedInAll Job Openings

Finance • Government

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

• Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients. • Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings. • Deliver knowledgeable presentations to Councils, Boards, and investment committees about NYCLASS and related offerings. • Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders. • Represent the firm at local industry conferences and associations to enhance visibility and engagement. • Evaluate and advise on client investment policies. • Develop innovative methods for educating clients and prospects on current market trends and investment opportunities. • Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred). • Perform additional responsibilities as assigned.

🎯 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