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Public Trust Advisors is a growing investment advisory firm seeking to add a Director, Investment Services in our Southern California Market. Established in 2011 and headquartered in Denver CO, Public Trust Advisors is a SEC registered firm that manages nearly $60 billion in public sector assets around the nation. With 75 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 are the administrator and advisor for California CLASS (California Cooperative Liquid Asset Securities System) which just launched in June of 2022. 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 throughout Southern California.
Launching and growing a new fund is not for everyone. Ideal candidates will possess a strong work ethic and drive combined with two to three years of relevant experience in business development. Having financial industry experience along with Salesforce or similar CRM tool is a plus. Those candidates who do not already have a Series 65 must be willing to pursue it. This is a direct client facing role requiring the ability to present knowledgably to Councils and Boards about California CLASS. To be the right fit, you must be comfortable developing and expanding business through educating clients on current market events and investment opportunities. Travel via both car and air required for this position.
Our employees enjoy an amazing company culture, a comprehensive benefits plan including 401k, generous PTO, a competitive pay structure and bonus opportunities. Salary range for the CA Relationship Manager is $100,000 – $130,000 (doe) plus a discretionary performance bonus. This is a remote based work opportunity for Southern California.
If a Director, Investment Services position at Public Trust Advisors sounds like an opportunity you would like to explore further, we encourage you to check out the job description and to apply today.
Job Description
Job Type: Full-time
Pay: $100,000.00 – $130,000.00 per year
