Director, Investment Services

This is a fully remote position, open to applicants in California.

📋 Description

• Identify and cultivate new business opportunities while enhancing and sustaining relationships with current investment management clients.

• Provide all-encompassing services that include public funds investment, client education, presentations, reporting, and regular meetings.

• Conduct informed presentations to Councils, Boards, and investment committees regarding California CLASS and related offerings.

• Collaborate closely with senior team members on sales and marketing initiatives, ensuring smooth follow-up with clients and internal stakeholders.

• Represent the firm at local industry conferences and associations to boost visibility and engagement.

• Assess and provide guidance on client investment policies.

• Create innovative approaches for educating clients and prospects about current market trends and investment opportunities.

• Keep precise call reports, prospect lists, and opportunities updated in 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 investable capital markets, especially fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.

• Proven success in business development with a history of securing long sales cycle investment management mandates.

• Ability to look beyond day-to-day responsibilities and formulate long-term growth strategies.

• Exceptional client-facing and presentation skills accompanied by strong investment acumen.

• Strong organizational capabilities with a demonstrated ability to handle multiple tasks in a fast-paced environment.

• Solid quantitative, problem-solving, and analytical skills.

• Proficient knowledge of MS Office applications and related technologies.

• Unwavering integrity and the capacity to inspire confidence in clients and colleagues.

• Previous experience servicing local governments in California is preferred.

• Bachelor’s degree is required.

• Current Series 7 & 63 licenses or willingness to obtain them is required.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Retirement savings plan with company match.

• Opportunities for professional development and advancement.

• Flexible work arrangements and a supportive company culture.