Summary

The Institutional Investment Specialist 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.

Essential Functions

Consistently delivers exceptional internal and external service to clients, embodying the core values of Integrity, Commitment, and Performance.

Provides proactive support to team members to foster collaboration and operational efficiency.

Maintains and enhances client relationships to foster goodwill and identify new service opportunities.

Contacts clients to discuss maturities, review cash flow, provide bond proceeds management reports, and coordinate reinvestments.

Promotes PMA establishment products and services, aligning solutions with customer requirements to drive engagement and satisfaction.

Monitors investment purchases and ensures seamless trade processing.

Coordinates pre-issuance planning, paperwork, and bid requests for bond proceeds management.

Responds promptly to customer inquiries, including account changes, product inquiries, and issue resolution.

Updates and manages client databases, ensuring accuracy in records for authorized signors, account maintenance, and agendas.

Performs other duties and responsibilities as assigned by management, demonstrating flexibility and commitment.

Education and/or Experience

Bachelor’s degree (B.S.) degree from four-year college or university in accounting or finance; one to two years related experience and/or training; or equivalent combination of education and experience.

Preferred experience in Investment Management (Broker-Dealer–Advisor) Environment

Licenses, Registrations and Certifications

Regulatory Licensures: Series 7, Series 63 and Series 50 (Can be obtained within 9 months of employment.)

Knowledge, Skills, and Abilities Required

Interpersonal:

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