Description

Background                                                                                                                                                    

CalTRUST is a joint powers authority that was established to give California public agencies an investment tool to diversify their investment portfolio. As a local government investment pool, CalTRUST offers three fund options and currently holds over $5 billion in assets for over 140 California public agencies.  CalTRUST is a small-staff organization governed by a Board of Trustees.  

Job Description                                                                                                                                               

The Relationship Manager will work closely with both current and prospective CalTRUST participants; providing outreach in order to increase participation in the program and foster ongoing client relationships.  This is a full-time position and requires frequent travel, including consistent travel to visit agencies and attendance at industry conferences and events. CalTRUST is a Sacramento-based entity but CalTRUST staff is able to work from any remote location within the State of California.  This position is intended to focus largely on Southern California agencies.  The ideal candidate will possess high initiative, a strong attention to detail, excellent interpersonal skills, interest in ongoing professional development, and embrace the challenge of being part of a small, high-functioning team in a remote environment. 

Job Duties                                                                                                                                                                               

• Establishes, maintains, and enhances the relationship between CalTRUST and both its current and prospective participants.
• Identifies new growth areas. 
• Confers with clients by telephone or in person to provide information about products or services.
• Keeps records of agency interactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Contacts agencies to respond to inquiries
• Assists with marketing/outreach, including preparing and executing an annual outreach strategy. 
• Identifies target agencies.
• Identifies proper decision makers in target agencies.
• Travels throughout California to meet with current and potential CalTRUST participants as well as attend industry events.
• Assist with LinkedIn presence.
• Proactively build relationships through consistent in-person outreach.

Knowledge & Skills Required                                                                                                  

• Sharp attention to detail.
• Knowledge of principles and processes for providing client and personal services. This includes client needs assessment, meeting quality standards for services, and evaluation of client satisfaction.
• Marketing and outreach strategy.
• Cash management and investment practices for local government entities.
• Relationship management, relationship building skills, network development.
• Establish and maintain effective working relationships with internal staff, public officials, business partners, as well as current and prospective participants.
• Understanding of investment and portfolio management.
• Knowledge of local government organizations.
• Excellent communication and interpersonal skills.
• Excellent active listening skills in giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Writing and speaking clearly and concisely.
• Ability to explain complex information clearly and simply.
• Reading, comprehending, and analyzing financial statements.
• Confidence and presentation skills.
• Organize and accomplish work with a high degree of independence and initiative.
• Proficiency in Office suite software (Word, Excel, Outlook, PowerPoint) as well as Adobe Acrobat
• Knowledge of basic design software, such as Canva.
• Experience in Salesforce database desired, but not required.

Minimum Qualifications                                                                                                          

Bachelor’s Degree in business, marketing, finance, government or related field or five years of professional experience in public finance or banking; or, an equivalent combination of education and experience sufficient to successfully perform the essential duties of the job such as those listed above.     

Salary & Benefits                                                                                                                     

Salary range beginning at $115,000 annually; commensurate with experience.  CalTRUST offers a comprehensive benefits package including 80% medical coverage for the employee and their dependents, full dental and full vision coverage for the employee, life insurance benefits, and participation in a defined contribution retirement program.                                

How To Apply                                                                                                                          

 Application deadline is July 20, 2026. Submit resume and cover letter to Laura Labanieh Kitson, Chief Executive Officer at [email protected].  Applications must be directly submitted via email to [email protected], auto-generated submissions through LinkedIn or other platforms will not be considered, nor will a resume submitted without a cover letter.