PTMA Financial Solutions seeks a Director of Investment Services to join our national sales organization, supporting California clients from a remote home-based role. You will lead the full sales cycle, from prospecting to contract negotiations and ongoing relationship management, with travel across California.
Ideal candidates have 3–5 years in public-sector sales, a strong grasp of fixed income markets, and current Series 7/63 licenses or willingness to obtain them. Relocation is not provided.
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