What are the responsibilities and job description for the Director, Investment Services position at Colorado Government Finance Officers Association?

About Public Trust Advisors :

At Public Trust Advisors, we design and deliver exceptional financial solutions that strengthen communities nationwide. Established in 2011 in Denver, CO, our growing, SEC-registered investment advisory firm manages over $100 billion in public sector assets across the nation. As the administrator and advisor for COLOTRUST—a Colorado local government investment pool serving municipalities, counties, school districts, and special districts since 2012—we are dedicated to excellence in investment advisory and marketing-related services. Our vision is to be at the heart of civic life across the country, offering a comprehensive platform of financial services to help communities thrive.

Job Summary :

We are looking for a Director, Investment Services to join our national sales organization as part of our Colorado team. Public Trust offers a unique balance of ample opportunities for professional growth while maintaining close connections across all levels of our organization. We are seeking an ambitious and driven Director, Investment Services to join our dynamic team. In this role, you will lead the full sales cycle—from identifying and engaging prospective clients to contract negotiations (where applicable) and relationship management. You will be instrumental in expanding our business and maintaining robust relationships with institutional investors by presenting COLOTRUST’s offerings and providing innovative client education on market events and investment opportunities. This role requires considerable travel throughout the state.

Essential Duties and Responsibilities :

Business Development : Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.
Client Engagement : Provide comprehensive service including public funds investment, client education, presentations, reporting, and regular meetings.
Presentations : Deliver knowledgeable presentations to Councils, Boards, and investment committees about COLOTRUST and related offerings.
Collaboration : Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.
Market Participation : Represent the firm at local industry conferences and associations to enhance visibility and engagement.
Policy Advisory : Evaluate and advise on client investment policies.
Client Education : Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.
Documentation : Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).
Other Duties : Perform additional responsibilities as assigned.

Competencies Required :

Sales & Relationship Management : 3-5 years of progressive experience in sales, marketing, business development, or relationship management within the public sector.

Industry Knowledge : Familiarity with investible capital markets, particularly fixed income funds, short / intermediate-term fixed income investments, and money market instruments is preferred.

Self-Motivation : Demonstrated success in business development and a track record of securing long sales cycle investment management mandates.

Strategic Thinking : Ability to see beyond day-to-day tasks and develop long-term strategies for growth.

Presentation Skills : Exceptional client-facing and presentation abilities with high investment acumen.

Project Management : Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment.

Analytical Skills : Robust quantitative, problem-solving, and analytical capabilities.

Technical Proficiency : Strong working knowledge of MS Office applications and related technologies.

Integrity : Unwavering integrity and the ability to instill confidence in clients and colleagues.

Education and Experience :

Experience : Prior experience servicing local governments in Colorado is strongly preferred.

Degree : Bachelor’s degree required.

Licensing : Current Series 7 & 65 Licensing or willingness to obtain is required.

Benefits :

Our employees enjoy a vibrant company culture and a comprehensive benefits package, including :

Medical, Dental, Vision, Life, Accident, and Critical Illness coverage

Employee Assistance Program (EAP)

401(k) Plan

Generous Paid Time Off (PTO)

Competitive pay structure with commission eligibility

Base Pay : $100,000 - $125,000 (plus commission eligibility)

No Agencies Please

Contact Information

Brett Parsons

brett.parsons@colotrust.com

J-18808-Ljbffr

Salary : $100,000 - $125,000

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