[Hiring] Director, Investment Services @Publictrustadvisors
Apr 03, 2025 - Publictrustadvisors is hiring a remote Director, Investment Services. đź’¸ Salary: $100,000 - $125,000 + commission doe. đź“ŤLocation: USA.
Role Description
We are looking for a Director, Investment Services, to join our national sales organization as part of our New York team. This role is a remote work from home position based in Central and Upstate New York. Relocation is not provided.
In this role, you will lead the full sales cycle—from identifying and engaging prospective clients to contract negotiations (where applicable) and relationship management. You will be instrumental in expanding our business and maintaining robust relationships with institutional investors by presenting NYCLASS’s offerings and providing innovative client education on market events and investment opportunities. This role requires considerable travel throughout the state of New York.
- Business Development: Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.
- Client Engagement: Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings.
- Presentations: Deliver knowledgeable presentations to Councils, Boards, and investment committees about NYCLASS and related offerings.
- Collaboration: Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.
- Market Participation: Represent the firm at local industry conferences and associations to enhance visibility and engagement.
- Policy Advisory: Evaluate and advise on client investment policies.
- Client Education: Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.
- Documentation: Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).
- Other Duties: Perform additional responsibilities as assigned.
Qualifications
- 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.
Requirements
- Prior experience servicing local governments in New York is preferred.
- Bachelor’s degree required.
- Current Series 7 & 65 licenses or willingness to obtain is required.
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
- Base Pay: $100,000 - $125,000 (plus commission eligibility)
Similar Remote Jobs
More Sales / Business jobs
-
Sales / Business $69,700 - $92,800 USAApr 13, 2025 -
Sales / Business over $100,000 annually, commission-based USAApr 13, 2025
-
Sales / Business over $150,000 in the first year USAApr 13, 2025
More jobs in USA
-
Software Development unspecified USAApr 13, 2025
-
Human Resources $120,000 - $140,000 usd USA, UK, AustraliaApr 13, 2025 -
All others $65,000 - $75,000 usd USA, UK, AustraliaApr 13, 2025
Kickstart Your Job Search
Unlock 54,475 additional remote jobs, advanced search & email notifications
Too many emails? Declutter your inbox with Meco
Your home for reading newsletters
| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
|
Salary
đź’¸
$100,000 - $125,000 + commission doe
|
Remote
Location
USA
|
|
Job Type
full-time
|
Posted
Apr 03, 2025
|
| đź“Ť | Be aware of the location restriction for this remote position: USA |
| ‼ | Beware of scams! When applying for jobs, you should NEVER have to pay anything. Learn more. |
