Director, Advisory Services (Midwest)

Role Overview

The Director of Advisory Services will partner with existing client relationships as well as work to expand the Public Funds division through new business development. This individual will identify prospects, analyze portfolios, and develop strategies for closing new business within the public sector. This position is a hybrid-based role and the ideal candidate will live within the state of Ohio or a respective state in the Mid-West region in a major metropolitan area.

Primary Responsibilities

• Expand the Public Funds division through new business development.
• Own relationship management, servicing, and support of existing client relationships.
• Coordinate information flow between clients and internal operations and investments.
• Analyze various investment options to identify and propose optimal investment solutions to clients.
• Coordinate preparation of reports, presentations, proposals, and other written communication.
• Regular networking through attendance at conferences and other municipal events.
• Educate clients and prospects on current market events and investment opportunities.
• Support and develop sales, marketing, and service initiatives and activities.

Skills & Competencies

• Demonstrated project management capabilities with a track record of driving initiatives from concept through execution.
• Self-motivated professional with proven success in business development and proactive problem-solving.
• Exceptional verbal and written communication skills, with the ability to engage and influence diverse audiences.
• Effective presenter experienced in delivering impactful messages to both small and large groups.
• Strong analytical and relationship management skills, with a proactive approach to improving processes and accommodating frequent travel.