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About the Role

Partner closely with Relationship Specialists by providing financial analysis, market insights, and strategic support to drive client recommendations and long-term success. Help public-sector clients optimize financial resources by analyzing data, identifying trends, preparing reports, and supporting the client lifecycle. Collaborate with various teams to deliver data-driven insights for informed cash, banking, and investment decisions.

Responsibilities

Support the Relationship Management Team by preparing cashVest reports, client materials, and actionable follow-up items.
Serve as an extension of the Relationship Specialists by ensuring timely client communication, proactive follow-up, and consistent support.
Maintain accurate CRM records, including relationship activity, client updates, outcomes, and next steps.
Provide data aggregation, analysis, and reporting to support client recommendations and value creation opportunities.
Assist with RFP coordination, including document preparation, analytic review, interview scheduling, and response evaluation.
Monitor financial market trends to help identify opportunities that support client outcomes.
Collaborate with clients and financial partners to support data sharing and effective financial arrangements.
Support client retention by monitoring usage patterns, success metrics, client feedback, and relationship health.
Support the development of client success stories and value reports that demonstrate impact.
Travel as needed for client meetings, conferences, marketing, and professional development events.

Requirements

Bachelor’s degree in Finance, Economics, Mathematics, Information Technology or related fields preferred.
Demonstrated ability to analyze data, identify trends, and translate findings into actionable recommendations.
Prior treasury management/investment management/banking experience is a plus.
Experience or understanding of the government and higher education sector is a plus.
Experience in communications, marketing, sales, account management, or customer success is a plus.

Skills

Proficient in Microsoft Excel and the full Microsoft Office Suite.
Comfortable using Google Workspace (Gmail, Drive, Calendar, etc.).
Excellent written and verbal communication skills, with the ability to convey complex financial concepts clearly to senior stakeholders and policymakers.
Highly organized and detail-oriented, with strong time management and follow-through.
Self-motivated and capable of working independently with minimal supervision.
Strong analytical and problem-solving skills with the ability to interpret financial data and client needs.
Collaborative and service-oriented, with the ability to support Relationship Specialists and cross-functional teams.
Adaptable, growth-oriented, and comfortable working in a fast-paced, evolving environment.

Location

Up to 25% travel expected

Work Type

Full-time Employment

Education Level

Bachelor’s degree

Salary/Compensations

$72,000 - $80,000.00 USD per year

Benefits

Competitive salary and benefits (Health, Dental, Vision, Basic Life, SDBL)
401K Plan
Flexible PTO, sick leave, and paid holidays
Cell phone reimbursement

About the Company

three+one provides liquidity and treasury solutions to public entities, including municipalities, counties, school districts, authorities, higher education institutions (public and private), and nonprofit organizations.
We serve as a liquidity data partner that helps simplify cash, banking, and investment decisions so our clients can confidently maximize the value of their cash.
Our technology and partnership empowers entities to make data-driven financial decisions.
We uncover new sources of income and savings for entities looking to innovate and identify new resources for our clients by identifying all cash as a revenue-generating asset.
On average, our work leads to 30% more earnings and 73% more cash being invested confidently.
Our core services include: cashVest®, a platform for liquidity monitoring and forecasting, rfpPrep®, a digital tool to streamline banking and investment procurement, and muniBank, a banking fee benchmarking solution.
Additional tools are currently in development.

Equal Opportunity

three+one is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by applicable law.
Qualified applicants with arrest or conviction records will be considered in accordance with applicable laws, including the California Fair Chance Act.
three+one is committed to providing reasonable accommodations throughout the hiring process. If you require an accommodation, please indicate this in your application or reach out through our general contact form.