Director, Investment Services
Company: Public Trust Advisors
Location: Dallas
Posted on: April 18, 2024
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Job Description:
Public Trust Advisors is a growing investment advisory firm
seeking to add a Director, Investment Services in our Texas market.
Established in 2011 and headquartered in Denver CO, Public Trust
Advisors is a SEC registered firm that manages nearly $100 billion
in public sector assets around the nation. With 85 employees and
growing, Public Trust Advisors is large enough to allow our
employees to chart their professional path and still small enough
to connect with all levels of the organization on their
journey.
We have been the administrator and advisor for Texas CLASS, a local
government investment pool serving governmental entities across the
state since 2013. We are looking for ambitious and driven financial
and investment sales professionals to join our team in the
rewarding field of investment advisory and marketing-related
services to municipalities, counties, and special districts in
Texas. - This fully remote position will join our Texas sales team
and requires an individual who resides in or near the Dallas-Fort
Worth area.
Ideal candidates will possess a strong work ethic and drive
combined with 5+ years of relevant experience in business
development as well as possessing financial industry experience.
Salesforce or similar CRM tool is a plus. This is a direct client
facing role requiring the ability to present knowledgably to
Councils and Boards about Texas CLASS. To be the right fit, you
must be comfortable developing and expanding business through
educating clients on current market events and investment
opportunities. Strong presentation skills are a must.
Our employees enjoy an amazing company culture, a comprehensive
benefits plan including medical, dental, vision, life, accident,
critical illness, EAP and 401k. We offer a generous PTO and a
competitive pay structure. The pay range for this position $120,000
- $140,000 DOE and is commission eligible role. -
Job Summary:
The Director, Investment Services is responsible for the full sales
cycle from identifying leads, contacting prospective clients, and
learning their needs and objectives to providing solutions,
contract negotiations through developing and maintaining
relationships with institutional investors and understand the key
elements required for growing and maintaining key client
relationships. Travel to clients and prospects throughout the
region with face to face presentations is required for this
role.
Essential Duties and Responsibilities:
Competencies Required:
Education/Experience Required:
NO AGENCIES PLEASE
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Keywords: Public Trust Advisors, Dallas , Director, Investment Services, Executive , Dallas, Texas
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