Pma Financial Network
Associate Relationship Manager- Investment Solutions
Pma Financial Network, Naperville, Illinois, United States, 60563
Job Description
Job Description
Summary The Associate Relationship Manager builds and strengthens client relationships while supporting the sales of fixed income securities. The role combines product knowledge, portfolio and cash flow oversight, and proactive client engagement to deliver investment solutions, enhance client satisfaction, and contribute to business growth. Essential Functions Client Relationship & Sales Build and strengthen long-term client relationships by delivering exceptional service and tailored solutions. Ensure consistent contact with assigned relationships, avoiding blackouts (no outreach for more than 3-6 months). Contribute to client growth by identifying opportunities for deeper engagement, providing market perspectives and product expertise. Partner with internal stakeholders (including trading and business development teams) to deliver customized solutions aligned with client needs. Investment & Cash Flow Management Collaborate with senior team members to develop and deliver investment recommendations tailored to client goals. Assist clients in building cash flow models to assess revenues, expenditures, and investment opportunities. Monitor client cash flow, maturities, and reinvestment activity, providing proactive updates and recommendations. Engage clients on opportunities including bond maturities, reinvestment strategies, and portfolio management. Prepare and manage Bond Proceeds Management (BPM) reports and related documentation for client transparency. Client Service & Support Respond promptly and professionally to client inquiries regarding accounts, transactions, and investment activity. Maintain accurate client records in CRM systems, including authorized signers, account maintenance, and meeting agendas. Collaborate with internal and external resources to deliver seamless client experiences. Team Collaboration & Development Consistently model the firm’s core values of Integrity, Commitment, and Performance in all client and colleague interactions. Share knowledge and best practices with colleagues to support firm success. Participate in training and development opportunities to deepen product knowledge and strengthen client relationship skills. Perform other duties and responsibilities as assigned by management. Education and/or Experience Bachelor’s degree from a four-year college or university, or one to two years of related experience in investment sales, relationship management, or a combination of education and relevant training. Experience in the financial industry or in serving local governments is strongly preferred. Knowledge, Skills and Abilities Required Attention to detail with a commitment to accuracy and follow-through. Strong interpersonal and communication skills with the ability to build trust and credibility with clients. Ability to collaborate effectively with colleagues across sales, trading, operations, and client service to deliver seamless client experiences. Demonstrated professionalism, integrity, and client-first mindset. Solid organizational skills to manage multiple tasks, deadlines, and client requests. Analytical ability to interpret financial information and support investment recommendations. Proficiency with Microsoft Excel, Word, PowerPoint, and ability to learn CRM systems. Eagerness to learn fixed income products, portfolio strategies, and cash flow management. Licenses, Registrations, and Certifications FINRA Series 7 and Series 63 are required for this role and can be obtained within the first six months of employment. FINRA Series 50 is also required and can be obtained within the first six months of employment.
Job Description
Summary The Associate Relationship Manager builds and strengthens client relationships while supporting the sales of fixed income securities. The role combines product knowledge, portfolio and cash flow oversight, and proactive client engagement to deliver investment solutions, enhance client satisfaction, and contribute to business growth. Essential Functions Client Relationship & Sales Build and strengthen long-term client relationships by delivering exceptional service and tailored solutions. Ensure consistent contact with assigned relationships, avoiding blackouts (no outreach for more than 3-6 months). Contribute to client growth by identifying opportunities for deeper engagement, providing market perspectives and product expertise. Partner with internal stakeholders (including trading and business development teams) to deliver customized solutions aligned with client needs. Investment & Cash Flow Management Collaborate with senior team members to develop and deliver investment recommendations tailored to client goals. Assist clients in building cash flow models to assess revenues, expenditures, and investment opportunities. Monitor client cash flow, maturities, and reinvestment activity, providing proactive updates and recommendations. Engage clients on opportunities including bond maturities, reinvestment strategies, and portfolio management. Prepare and manage Bond Proceeds Management (BPM) reports and related documentation for client transparency. Client Service & Support Respond promptly and professionally to client inquiries regarding accounts, transactions, and investment activity. Maintain accurate client records in CRM systems, including authorized signers, account maintenance, and meeting agendas. Collaborate with internal and external resources to deliver seamless client experiences. Team Collaboration & Development Consistently model the firm’s core values of Integrity, Commitment, and Performance in all client and colleague interactions. Share knowledge and best practices with colleagues to support firm success. Participate in training and development opportunities to deepen product knowledge and strengthen client relationship skills. Perform other duties and responsibilities as assigned by management. Education and/or Experience Bachelor’s degree from a four-year college or university, or one to two years of related experience in investment sales, relationship management, or a combination of education and relevant training. Experience in the financial industry or in serving local governments is strongly preferred. Knowledge, Skills and Abilities Required Attention to detail with a commitment to accuracy and follow-through. Strong interpersonal and communication skills with the ability to build trust and credibility with clients. Ability to collaborate effectively with colleagues across sales, trading, operations, and client service to deliver seamless client experiences. Demonstrated professionalism, integrity, and client-first mindset. Solid organizational skills to manage multiple tasks, deadlines, and client requests. Analytical ability to interpret financial information and support investment recommendations. Proficiency with Microsoft Excel, Word, PowerPoint, and ability to learn CRM systems. Eagerness to learn fixed income products, portfolio strategies, and cash flow management. Licenses, Registrations, and Certifications FINRA Series 7 and Series 63 are required for this role and can be obtained within the first six months of employment. FINRA Series 50 is also required and can be obtained within the first six months of employment.