Director, Investment Services

We are looking for a Director, Investment Services,to join our national sales organization as part of our New York team. Ourfirm offersa unique balance ofample opportunities for professional growth whilemaintainingclose connections across all levels of our organization.

This role is a remote work from home position based in Central New York.

Relocation is not provided.

In this role, you will lead the full sales cycle—fromidentifyingand engaging prospective clients to contract negotiations (where applicable) and relationship management. You will be instrumental in expanding our business andmaintainingrobust 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 whilemaintainingand 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
  accuratecall reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).
• Other Duties:
  Performadditionalresponsibilities as assigned.

• Sales & Relationship Management: 3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector.
• Industry Knowledge:
  Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.
• Self-Motivation:
  
  Demonstrated success in business development anda track recordof securing long sales cycle investment management mandates.
• Strategic Thinking:
  Ability to see beyond day-to-day tasks and develop long-term strategies for growth.
• Presentation
  
  Skills:
  
  Exceptional client-facing and presentation abilities with high investment acumen.
• Project Management:
  Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment.
• Analytical
  
  Skills:
  
  Robust quantitative, problem-solving, and analytical capabilities.
• Technical Proficiency:
  Strong working knowledge of MS Office applications and related technologies.
• Integrity:
  Unwavering integrity and the ability to instill confidence in clients and colleagues.

• Experience:
  
  Prior experience servicing local governments in New York is preferred.
• Degree:
  Bachelor’s degree required.
• Licensing:
  Current Series 7 &63 licenses.

Must be able to work at a computer for long periods of time. Lift up to 15 lbs.