Director, Investment Services

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🏄 California – Remote

🏄 California – Remote

💵 $100k - $135k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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ptma architecture

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2004

🏠 Real Estate

👥 B2C

🤝 B2B

Real Estate • B2C • B2B

<ptma architecture> ptma architecture is a Gold Coast–based architecture firm founded in 2002 that designs homes, multi-residential, mixed-use and small-scale commercial projects across Queensland and northern New South Wales. The practice emphasizes sustainable design practices and materials and focuses on connecting buildings with land, climate and place. Services include residential, multi-residential, commercial, interior and landscape design.

📋 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 California CLASS 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).

🎯 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. • Prior experience servicing local governments in California is preferred. • Bachelor’s degree required. • Current Series 7 & 63 licenses or willingness to obtain is required.