What are the responsibilities and job description for the Relationship Manager- Investment Solutions position at PMA?
Summary
Relationship Manager – Investment Solutions serves as the primary investment relationship manager for clients across multiple states, working collaboratively with external relationship team members to ensure seamless service delivery. This role focuses on providing PMA solutions, including comprehensive cash flow management, bond proceeds management, and the execution of tailored investment products to meet client needs. This position requires cultivating new relationships, while servicing existing across all business lines. Some travel may be required, but this role is primarily office based in Lancaster, PA.
Essential Functions
Delivers exceptional service to clients and peers while embodying Integrity, Performance, and Commitment.
Collaborate with local governments to develop investment strategies that align with their financial goals, risk tolerance, and legal constraints.
Provide information and recommendations on portfolio structure and asset allocation based on market conditions and policy guidelines.
Act as the primary point of contact for local government clients, including finance directors, treasurers, and city managers.
Maintain ongoing communication to understand client needs and deliver tailored financial solutions.
Ensure all investment activity is conducted in accordance with applicable state statutes, local policies, and regulatory requirements.
Work with government entities to assess cash flow needs and design investment timelines that support operational and capital expenditure requirements.
Promotes PMA establishment products and services, aligning solutions with customer requirements to drive engagement and satisfaction.
Coordinates pre-issuance planning, paperwork, and bid requests for bond proceeds management.
Updates and manages client databases, ensuring accuracy in records for authorized signors, account maintenance, and agendas.
Collaborates with team members to achieve annual goals, including new relationships and asset growth.
Professional Development: Invest in continuous learning and professional development to stay informed about industry/firm best practices and enhance skills in business development and relationship management.
Models, mentors, and leads colleagues eams to develop innovative methods and approaches for efficacy.
Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.
Education And/or Experience
Other duties and responsibilities as assigned by management.
Bachelor’s degree (B.S.) degree from four-year college or university in accounting or finance; two to four years related experience and/or training; or equivalent combination of education and experience.
Financial industry or related experience in working with the public sector is preferred.
Interpersonal
Knowledge, Skills and Abilities Required
Ability to take initiative and willingness to go the extra mile for our clients.
Attention to detail.
Ability to prioritize work with many conflicting deadlines.
Ability to work well under pressure.
Ability to collaborate and problem solve with both technology and business team members.
Communication
Excellent English communication skills, both written and verbal
Licenses, Registrations and Certifications
Regulatory Licensures: SIE, Series 7, 66 and 50 or attainment in a reasonable timeframe a condition of employment. Licensed candidates are encouraged to apply.
Relationship Manager – Investment Solutions serves as the primary investment relationship manager for clients across multiple states, working collaboratively with external relationship team members to ensure seamless service delivery. This role focuses on providing PMA solutions, including comprehensive cash flow management, bond proceeds management, and the execution of tailored investment products to meet client needs. This position requires cultivating new relationships, while servicing existing across all business lines. Some travel may be required, but this role is primarily office based in Lancaster, PA.
Essential Functions
Delivers exceptional service to clients and peers while embodying Integrity, Performance, and Commitment.
Collaborate with local governments to develop investment strategies that align with their financial goals, risk tolerance, and legal constraints.
Provide information and recommendations on portfolio structure and asset allocation based on market conditions and policy guidelines.
Act as the primary point of contact for local government clients, including finance directors, treasurers, and city managers.
Maintain ongoing communication to understand client needs and deliver tailored financial solutions.
Ensure all investment activity is conducted in accordance with applicable state statutes, local policies, and regulatory requirements.
Work with government entities to assess cash flow needs and design investment timelines that support operational and capital expenditure requirements.
Promotes PMA establishment products and services, aligning solutions with customer requirements to drive engagement and satisfaction.
Coordinates pre-issuance planning, paperwork, and bid requests for bond proceeds management.
Updates and manages client databases, ensuring accuracy in records for authorized signors, account maintenance, and agendas.
Collaborates with team members to achieve annual goals, including new relationships and asset growth.
Professional Development: Invest in continuous learning and professional development to stay informed about industry/firm best practices and enhance skills in business development and relationship management.
Models, mentors, and leads colleagues eams to develop innovative methods and approaches for efficacy.
Steward of compliance, coordinates with company staff to gather, analyze, summarize, and prepare recommendations and reports.
Education And/or Experience
Other duties and responsibilities as assigned by management.
Bachelor’s degree (B.S.) degree from four-year college or university in accounting or finance; two to four years related experience and/or training; or equivalent combination of education and experience.
Financial industry or related experience in working with the public sector is preferred.
Interpersonal
Knowledge, Skills and Abilities Required
Ability to take initiative and willingness to go the extra mile for our clients.
Attention to detail.
Ability to prioritize work with many conflicting deadlines.
Ability to work well under pressure.
Ability to collaborate and problem solve with both technology and business team members.
Communication
Excellent English communication skills, both written and verbal
Licenses, Registrations and Certifications
Regulatory Licensures: SIE, Series 7, 66 and 50 or attainment in a reasonable timeframe a condition of employment. Licensed candidates are encouraged to apply.
Salary : $75,000 - $100,000
