QUALIFICATIONS

• 3+ years of proven success in high-value B2G or consultative B2B sales
• Series 65 or Series 63/66 license strongly preferred
• Strong preference for candidates with investment advisory experience (public sector focus a plus)
• Track record of closing six-figure deals and managing long sales cycles
• Executive presence with exceptional communication, negotiation, and presentation skills
• Proficiency with CRM platforms and sales performance tracking
• Ability to work independently in a results-focused remote environment

Nice-to-Have

• Experience selling to municipalities in California
• Knowledge of municipal finance and public funds management
• Leadership or mentorship experience in a sales team

Why Join OIP?
At OIP, you’ll work alongside seasoned municipal finance experts, have direct access to decision-makers, and see the tangible results of your work in improved community services. We reward performance, encourage innovation, and give you the autonomy to make a real impact. Top performers have a clear path to advancement into Sales Director or VP of Sales roles as OIP expands.
To apply: Please submit your application exclusively via our Indeed company page:

THIS FULLY REMOTE POSITION OFFERS A COMPETITIVE BASE SALARY AND SIX-FIGURE TOTAL EARNINGS POTENTIAL — AND WITH A 4-DAY WORKWEEK, YOUR PAY IS EQUIVALENT TO WELL ABOVE MARKET RATES FOR SIMILAR FULL-TIME ROLES.

At Optimized Investment Partners (OIP), we’re a California-based Registered Investment Adviser dedicated exclusively to helping municipalities maximize the value of their public funds. Our proprietary cash flow models and strategic municipal investment advisory services have helped cities, towns, and special districts unlock millions in additional revenue, funding priorities like staffing, infrastructure, and essential services.

WHAT YOU’LL DO

• Lead the entire sales cycle from prospecting and relationship building to proposal, negotiation, and onboarding.
• Benefit from OIP’s targeted municipal lead lists, marketing support, and industry networking opportunities — allowing you to focus on building relationships and closing deals.
• Drive new business growth, securing two or more municipal clients per month after onboarding.
• Forge trusted partnerships with City Managers, Finance Directors, Finance Managers, and General Managers that lead to long-term advisory engagements.
• Deliver persuasive, data-driven presentations that align municipal goals with OIP’s investment advisory services.
• Act as a strategic advisor and thought leader in municipal finance.
• Collaborate with leadership on market expansion, revenue forecasting, and competitive strategy.
• Identify and implement sales process improvements that shorten the sales cycle and increase close rates.
• Potentially represent OIP at industry events, conferences, and association meetings as opportunities arise in the future.