Why First Public?

First Public has been serving local governments and school districts since 1987. In 1991, we helped launch the Lone Star Investment Pool to make managing public funds safer and easier. We’ve been innovating ever since, with a range of programs built to meet local governments’ investment goals.

We’re a subsidiary of the Texas Association of School Boards, a trusted non-profit organization established in 1949 to support and promote public education. With a long history of serving Texas school districts, colleges, cities, counties, and other public entities, we provide expertise to help local governments manage investments and benefits programs for a successful future.

First Public is a registered broker-dealer with the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), and the Municipal Securities Rulemaking Board (MSRB) and is licensed with the Texas Department of Insurance.

We offer competitive pay, rich benefits (including retirement matching of 2:1 up to 5% after one year. This means that if you contribute 5% to the plan, we’ll will contribute 10%), onsite daycare, onsite gym, wellness program, tuition reimbursement, remote work options, flexible schedules, and more.

About You

As a Relationship Manager, you will bring expertise in relationship building and public funds investment knowledge. In addition, you’ll be highly valued for your ability to present yourself as a thought leader at industry events, your hard-working attitude, and your willingness to travel throughout the state of Texas to successfully execute a territory sales strategy.

How You’ll Make an Impact

Sales and Revenue Growth

Collaborate with the Director of Investment & Public Finance Services to execute a comprehensive sales strategy that results in an increase of First Public’s local government investment services market share and maximizes revenue growth.
Meet ambitious sales targets and performance metrics that align with First Public’s Strategic Plan.
Secure new participants and expand existing relationships with school districts, cities, counties, colleges, special purpose districts, and other governmental entities.
Build and maintain high-value client relationships throughout the State of Texas

Client and Industry Engagement

Represent the organization at industry conferences, board meetings, and regional events to elevate brand positioning and thought leadership.
Travel extensively to meet with prospects and current participants in-person, attend industry conferences, and strengthen regional partnerships to drive business growth and client engagement.
Provide outstanding customer support and serve as a first-line point of contact for participants in assigned regions.
Stay informed of economic trends, government financial policies and legislation, and changes in investment strategies that may impact First Public’s business.

Skills For Success

Knowledge, Skills and Abilities:

3+ years of experience in investment sales, public entity investment management, or equivalent
Proven sales skills and/or client relationship management experience
Ability to formulate and execute territory sales plans
Strong time management and organizational skills
Excellent communication and public speaking skills
Knowledge of financial markets, public funds investing, insurance, and employee benefits products
Computer skills—Microsoft Word, Excel, PowerPoint, and Outlook

Education and Experience:

College degree or equivalent
FINRA series 6 or 7 and 63 licenses (or ability to obtain these licenses within 90 days)
Texas Department of Insurance general lines agent license (or ability to obtain this license within 90 days)

The TASB Difference

Enjoy competitive pay and rich benefit offerings.
Be part of a collaborative environment where every contribution impacts Texas public schoolchildren.
Thrive in a culture that promotes bringing your whole self to work every day and emphasizes healthy boundaries and work-life balance.
Learn and grow individually and together through frequent professional development, wellness seminars, and more.
Work alongside transparent leaders with an open and consistent feedback approach.
Celebrate as a team with meaningful (and fun) events and tokens of appreciation throughout the year.

Posting Notices

The health and safety of our employees and members, is our top priority.
The Association is an equal opportunity employer and will not discriminate against an individual based on any of the following personal characteristics protected by law: race, color, national origin, religion, sex (including in relation to marital status, pregnancy, pay, sexual orientation or gender identity), age, disability, genetics or veteran status.
This position does not qualify for visa sponsorship.
Any job offer is contingent upon receipt of results of a satisfactory background check.