Investment Relationship Manager

2 weeks ago


Albertville, Minnesota, United States Pma Financial Network Full time
Job Overview

We are seeking a highly skilled Institutional Investment Specialist to join our team at Pma Financial Network.

Key Responsibilities:

  • Maintain exceptional internal and external service with clients, upholding the core values of Integrity, Commitment, and Performance.
  • Provide ongoing relationship servicing with clients to foster goodwill and drive additional business opportunities.
  • Respond promptly to customer inquiries and requests regarding their accounts.
  • Manage client databases, ensuring accurate records of authorized signors, account maintenance, and agendas.
  • Promote and cross-sell other establishment products and services as appropriate to meet client requirements.
  • Analyze clients' financial status, compile data, and develop timely and accurate cash flow reports based on received data.
  • Prepare and submit cash flow reports to clients.
  • Communicate with clients regarding maturities, cash flow reviews, and reinvestments.
  • Monitor investment purchases and trade processing.
  • Conduct pre-issuance planning, paperwork, and bid requests for bond proceed management of bond proceeds.
  • Prepare initial bond proceeds management reports, print reports/confirms for client bidders, and review with and submit to clients.
  • Update, submit, and review updated bond proceeds management reports with clients.
  • Prepare, submit, and review monthly reconciliation reports with clients.
  • Prepare, submit, and review final bond proceeds management binders and opinions with clients.

Requirements:

  • Bachelor's degree in accounting or finance from a four-year college or university.
  • One to five years of experience in school or city finance is preferred.
  • Strong knowledge and proficiency of MS Office products, including Excel, Outlook, Word, and PowerPoint.
  • Willingness to obtain the Security Industry Exam (SIE), Series 7 and 63 within the first six months of employment, as well as the Series 50 within one year of employment.

Preferred Skills:

  • Excellent English communication skills, both written and verbal.
  • Ability to take initiative and willingness to go the extra mile for clients.
  • Attention to detail.
  • Ability to prioritize work with many conflicting deadlines.
  • Ability to work well under pressure.
  • Ability to collaborate and problem-solve with both technology and business team members.

About Us:

Pma Financial Network is a leading financial services company dedicated to providing exceptional service and expertise to our clients.


  • Project Manager

    2 weeks ago


    Albertville, Minnesota, United States Michels Full time

    Project Manager Job DescriptionMichels Underground Cable, Inc. is seeking a highly skilled Project Manager to lead our projects to success. As a Project Manager, you will be responsible for managing a phase of a large complex project or multiple large-sized projects, with a focus on delivering high-quality results and meeting client expectations.Key...


  • Albertville, Minnesota, United States Thrivent Financial Full time

    Unlock Your Potential as a Thrivent Financial AdvisorAre you passionate about helping others achieve their financial goals? Do you have a strong desire to make a meaningful impact in your community? As a Thrivent Financial Advisor, you'll have the opportunity to provide holistic, purpose-based financial advice to clients, empowering them to live more...

  • Assistant Manager I

    2 weeks ago


    Albertville, Minnesota, United States Tapestry Full time

    Job DescriptionThe Assistant Store Manager at Coach is a key member of the store team, responsible for driving sales results through employee development and mentorship. This role requires a strategic mindset to deliver operational efficiencies and ensure Coach's standards and competencies are top of mind.Key Responsibilities:Develop sales strategies,...


  • Albertville, Minnesota, United States Team 551 Management Group LLC Full time

    Job OverviewWe are seeking a highly motivated and experienced Assistant General Manager to join our team at Jersey Mike's Subs in Albertville, MN. As a key member of our management team, you will play a vital role in ensuring the success of our restaurant by overseeing daily operations, coaching and developing our crew members, and driving sales growth.Key...


  • Albertville, Minnesota, United States The Boyd Group Full time

    Job Title: General ManagerWe are seeking a highly skilled and experienced General Manager to lead our collision repair center. As a key member of our team, you will be responsible for ensuring exceptional customer experiences, managing daily operations, and driving business growth.Key Responsibilities:Develop and implement strategies to achieve business...


  • Albertville, Minnesota, United States The Boyd Group Full time

    Job Title: General ManagerWe are seeking a highly skilled and experienced General Manager to lead our Collision Repair Center. As a key member of our team, you will be responsible for ensuring the successful operation of the center, providing exceptional customer service, and driving business growth.Key Responsibilities:Develop and implement strategies to...


  • Albertville, Minnesota, United States Engtal Full time

    About the RoleEngtal is seeking a highly skilled Sales Engineer to join our team. As a Sales Engineer, you will be responsible for driving sales growth by building and maintaining client relationships, identifying new business opportunities, and collaborating with internal teams to deliver customized solutions.Key ResponsibilitiesClient Relationship...

  • Sales Associate

    1 week ago


    Albertville, Minnesota, United States LUXOTTICA OF AMERICA INC Full time

    About the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Sunglass Hut. As a Sales Associate, you will be responsible for providing exceptional customer service, building strong relationships with customers, and driving sales growth.Key ResponsibilitiesDeliver sales plan and company objectives through...

  • Sales Associate

    2 months ago


    Albertville, Minnesota, United States Michael Kors Full time

    About the RoleWe are seeking a highly motivated and fashion-forward Sales Associate to join our team at Michael Kors. As a Sales Associate, you will be responsible for delivering an exceptional customer experience, driving sales, and building lasting relationships with our clients.Key ResponsibilitiesDrive results through delivering an elevated customer...

  • Sales Associate

    3 weeks ago


    Albertville, Minnesota, United States Michael Kors Full time

    About Michael KorsMichael Kors is a global fashion brand that is always interested in hearing from talented, globally-minded individuals with a passion for fashion.Job SummaryWe are seeking a Sales Associate who is a team player with the ability to multitask and is focused on building lasting client relationships. As a Sales Associate, you will work in a...


  • Albertville, Alabama, United States Central Network Retail Group Full time

    Job Summary:Central Network Retail Group, LLC is seeking a highly skilled Store Manager for our Marvin's Building Materials store. As a Store Manager, you will be responsible for the overall operation of the store, including sales, profitability, and customer satisfaction.Key Responsibilities:• Drive store sales and profit to exceed budget• Control costs...


  • Albertville, Alabama, United States Central Network Retail Group Full time

    Job Title: Store Operations ManagerAbout the Role:Central Network Retail Group is seeking a highly skilled Store Operations Manager to join our team at Marvin's Building Materials. As a Store Operations Manager, you will be responsible for the day-to-day operations of the store, including maximizing sales and profitability, minimizing expenses, and ensuring...

  • Sales Account Manager

    1 month ago


    Albertville, Alabama, United States Republic Elite , LLC Full time

    Job Title: Sales Account ManagerRepublic Elite, LLC is a leading provider of multifamily interiors solutions. We are seeking a highly motivated and experienced Sales Account Manager to join our team.Job Function:The Sales Account Manager will be responsible for driving sales growth in a given territory. This includes identifying new business opportunities,...


  • Albertville, Alabama, United States Republic Services Full time

    About the RoleThe Operations Manager - Landfill is responsible for managing the landfill operations to ensure compliance with safety, environmental, and equipment maintenance policies. This role works closely with the General Manager, Area Manager, and Post Collections to develop fill sequencing plans and ensure density goals are achieved.Key...


  • Albertville, Alabama, United States Colormasters Full time

    Job Title: National Account Representative/ManagerWe are seeking a highly motivated and experienced National Account Representative/Manager to join our team at Colormasters. As a key member of our Technical Sales Team, you will be responsible for managing existing business, growing existing accounts, and opening new accounts to drive business growth.Key...


  • Albertville, Alabama, United States gpac Full time

    We are seeking a highly skilled Agriculture Loan Officer to manage and grow our existing portfolio in the local community bank.The ideal candidate will have a minimum of 4 years' experience in Ag Lending and strong credit skills, with a solid understanding of the banking industry and the underwriting process.Responsibilities include:Managing and growing a...


  • Albertville, Alabama, United States Augustine Property Management Full time

    Job SummaryWe are seeking a highly motivated and experienced Community Manager to join our team at Augustine Property Management. As a Community Manager, you will be responsible for the day-to-day operations of a mobile home community, providing exceptional customer service to residents, and ensuring the community's appearance and amenities meet our high...


  • Albertville, United States Central Network Retail Group Full time

    Marvin's Building Materials - Managers in Training We are looking for strong candidates who have management experience in hardware and building materials. We want to start branding managers for expanding Marvin's Building Materials. Store Managers are responsible for the complete day-to-day operation of the store. Store Managers are responsible for...


  • Albertville, Alabama, United States WALTERS-DIMMICK PETROLEUM, INC. Full time

    Job DescriptionPosition OverviewThe Retail Category Manager is responsible for owning the assortment, purchasing, and pricing strategy for all merchandise categories at Walters-Dimmick Petroleum, Inc. This role works closely with the Lead Merchandiser to collaborate on planogram and store layout design and implementation.Key Responsibilities:Develop and...

  • Branch Manager

    4 weeks ago


    Albertville, Alabama, United States PNC Full time

    Job DescriptionOverviewPNC is seeking a highly skilled Branch Manager to lead our Retail Branch organization in Marshall, TX. As a key member of our team, you will be responsible for driving revenue and customer loyalty through consultative interactions with clients and solutions that help them achieve financial well-being.Key ResponsibilitiesLead all...


  • Albertville, Alabama, United States Augustine Property Management Full time

    Job SummaryWe are seeking a highly motivated and experienced Community Manager to join our team at Augustine Property Management. As a key member of our property management team, you will be responsible for the day-to-day operations of our mobile home communities, ensuring a high level of customer satisfaction and community appearance.The ideal candidate...


  • Albertville, Alabama, United States Central Network Retail Group Full time

    Job Title: Store Manager - Building MaterialsWe are seeking a highly skilled and experienced Store Manager to lead our Building Materials store. As a Store Manager, you will be responsible for the overall operation of the store, including sales, customer service, inventory management, and staff supervision.Key Responsibilities:Drive store sales and...


  • Albertville, Alabama, United States gpac Full time

    Agricultural Loan Officer OpportunityGrowing People and Companies (GPAC) is a leading search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are seeking an experienced Agricultural Loan Officer to join our team.Key Responsibilities:Manage and grow a loan portfolio focused on agricultural...


  • Albertville, Alabama, United States Aeropostale Full time

    Job SummaryWe are seeking a highly motivated and experienced Supervisor to join our team at Aeropostale. As a Supervisor, you will play a key role in supporting the management team to deliver exceptional customer experiences and drive business results.Key ResponsibilitiesSupport the management team to achieve sales results and grow the business.Understand...


  • Albertville, Alabama, United States Gpac Full time

    General Manager - Building MaterialsWe are seeking an experienced and results-driven General Manager to lead our team and oversee the operations of our branch. The ideal candidate will have a strong background in building materials, particularly in lumber, trusses, and building components.Key Responsibilities:Lead and manage day-to-day operations, including...


  • Albertville, Alabama, United States gpac Full time

    Job Title: Business Development Project Manager Job Summary: We are seeking a highly motivated and proactive Business Development Project Manager to join our team at GPAC. As a key member of our commercial restoration team, you will be responsible for driving business growth and development while managing projects from start to...

  • Nurse Practitioner

    2 weeks ago


    Albertville, Alabama, United States Avera Full time

    Job SummaryThe Registered Nurse (RN) at Avera Marshall Morningside Heights Care Center is responsible for providing high-quality patient care in a fast-paced environment. This role requires a sincere desire to develop meaningful relationships with patients and provide daily care that meets their unique needs.Key ResponsibilitiesProvide direct resident care...

  • Outlet Sales Associate

    5 months ago


    Albertville, United States Talbots Full time

    What We Offer: Growth! Here at Talbots our goal is to give you the tools to grow beyond this position and into the next. Incentive Opportunities Generous Merchandise Discounts! Our associates receive 50% off Talbots and select Haven Well Within brand items. Additionally, you may also be eligible for discounts at the brands across KnitWell Group. Other...


  • Albertville, Alabama, United States Avera Full time

    Join Our Team at AveraWe are seeking a dedicated Licensed Practical Nurse (LPN) to join our team at Avera Marshall Morningside Heights Care Center. As a member of our multidisciplinary team, you will have the opportunity to provide high-quality patient care and develop meaningful relationships with our residents.Key Responsibilities:Provide direct resident...

  • Restaurant Manager

    1 month ago


    Albertville, United States Gecko Hospitality Full time

    Job DescriptionJob DescriptionRestaurant ManagerNation's Largest Sports Bar Concept Our Premier Sports Bar is currently seeking an enthusiastic, dedicated and well-rounded Restaurant Manager to join our vibrant team and play a pivotal role in enhancing the fan experience at our dynamic sports bar environment in Albertville, AL. We're dedicated to...