We are looking for a Director, Investment Services, to join our national sales organization as part of our Michigan team. Our firm offers a unique balance of ample opportunities for professional growth while maintaining close connections across all levels of our organization. This role is a remote work from home position preferably based in Lower Michigan. In this role, you will lead the full sales cycle—from identifying and engaging prospective clients to contract negotiations (where applicable) and relationship management. You will be instrumental in expanding our business and maintaining robust relationships with institutional investors by presenting Michigan CLASS’s offerings and providing innovative client education on market events and investment opportunities. This role requires considerable travel throughout the state of Michigan. Duties/Responsibilities: - Business Development: Identify and develop new business opportunities while maintaining and expanding relationships with existing investment management clients.  - Client Engagement: Provide comprehensive services including public funds investment, client education, presentations, reporting, and regular meetings.  - Presentations: Deliver knowledgeable presentations to Councils, Boards, and investment committees about Michigan CLASS and related offerings.  - Collaboration: Work closely with senior team members on sales and marketing initiatives, ensuring seamless follow-up with clients and internal stakeholders.  - Market Participation: Represent the firm at local industry conferences and associations to enhance visibility and engagement.  - Policy Advisory: Evaluate and advise on client investment policies.  - Client Education: Develop innovative methods for educating clients and prospects on current market trends and investment opportunities.  - Documentation: Maintain accurate call reports, prospect lists, and opportunities within the CRM system (Salesforce or similar preferred).  - Other Duties: Perform additional responsibilities as assigned.  Required Skills/Abilities: - Sales & Relationship Management: 3-5 years of progressive experience in sales, marketing, business development, or investment experience within the public sector.  - Industry Knowledge: Familiarity with investible capital markets, particularly fixed income funds, short/intermediate-term fixed income investments, and money market instruments is preferred.  - Self-Motivation: Demonstrated success in business development and a track record of securing long sales cycle investment management mandates.  - Strategic Thinking: Ability to see beyond day-to-day tasks and develop long-term strategies for growth.  - Presentation Skills: Exceptional client-facing and presentation abilities with high investment acumen.  - Project Management: Strong organizational skills with a proven ability to manage multiple tasks in a fast-paced environment.  - Analytical Skills: Robust quantitative, problem-solving, and analytical capabilities.  - Technical Proficiency: Strong working knowledge of MS Office applications and related technologies; prior experience managing customer data within a CRM environment is preferred.  - Integrity: Unwavering integrity and the ability to instill confidence in clients and colleagues.  Education and Experience: - Experience: Prior experience servicing local governments in Michigan is preferred.  - Degree: Bachelor’s degree required.  - Licensing: Current Series 7, 63 & 50 licenses or willingness to obtain is required.  Physical Requirements: Must be able to work at a computer for long periods of time. Lift up to 15 lbs.

• Build and manage a robust portfolio of prospects in order to identify, cultivate, solicit, and secure major gifts of $50,000+ for top funding priorities. • Apply prospect research, fundraising expertise, creativity, and intuition in identifying and cultivating potential donors. • Continuously update the prospect management database with information related to donor strategies, contacts, and results. • Strategically manage relationships through face-to-face and virtual visits to bring major gift solicitations to successful closure. • Serve as an active member of the Regional Development Team. • Work collaboratively with colleges/schools/units/regional campuses and central advancement offices. • Develop strong relationships with Advancement leadership, staff and departments. • Identify and facilitate opportunities for university leaders and colleagues to support the cultivation and solicitation of prospective donors. • Stay abreast of industry trends to integrate best practices into daily work.

• Oversee Transition/Onboarding and Client Service functions. • Own advisor lifecycle experience, ensuring consistency from onboarding to ongoing service. • Design and evolve team structure, clarity, specialization, and performance standards as advisor volume increases. • Establish and monitor onboarding and service performance metrics, ensuring predictability, responsiveness, and quality. • Develop structured mechanisms to monitor advisor experience quantitatively (NPS, service metrics) and qualitatively (feedback). • Maintain understanding of the advisor base, adopting service models accordingly. • Serve as the senior escalation point for high-risk advisor issues and dissatisfaction. • Own service-related advisor retention, identifying at-risk advisors and leading proactive plans. • Coordinate advisor-facing operational communication, ensuring a clear voice aligned with our brand. • Partner with departments to shape related updates and shape advisor-impacting initiatives. • Develop onboarding documentation, service standards, and communication frameworks. • Evaluate capacity trends and hiring needs to build scalable staffing models.

Role Description You’ll be embedded directly with a client team, partnering with learning specialists, strategists, and Subject Matter Experts to bring technical curriculum to life. From ideation to execution, you’ll shape content that teaches, engages, and actually sticks—whether that’s a video script, a course module, or supporting written materials. You’re not just here to clean up copy. You’re here to make it better—clearer, sharper, more human. Collaboration is a big deal here. We’re constantly in Slack, on calls, and in each other’s drafts—sharing ideas, celebrating wins, and yes, occasionally communicating via the perfect GIF. Qualifications - 6+ years of experience in creative writing, content, marketing, journalism, advertising, or a related field - A proven ability to take complex technical subjects and make them clear, engaging, and genuinely interesting - The “Jargon Whisperer”: you instinctively know how to turn “enterprise-grade scalable architecture” into something a real human would say out loud - Strong experience developing educational content—video scripts, readings, assessments, maybe even white papers - Comfortable interviewing subject matter experts, senior execs, and technical teams—and pulling out the actual story - AI-savvy: you use AI tools to move faster, but your human voice is what makes the work land - A collaborative, opinionated creative who speaks up, gives thoughtful feedback, and handles feedback just as well - Experienced in juggling multiple deadlines without sacrificing quality - Detail-oriented and accuracy-obsessed—you care about getting it right and making it sound good - Bonus points for AP style familiarity (and knowing when to break it) Requirements - Creative Translation: Turn complex technical concepts into clear, conversational, and engaging scripts and learning content - De-Tech-ing Copy: Edit drafts from engineers, developers, and execs to remove jargon and bring in clarity, tone, and flow - Narrative Strategy: Partner with instructional designers to ensure content aligns with learning goals and tells a cohesive story - SME Extraction: Interview subject matter experts to uncover key insights, hooks, and “aha” moments - Audience Advocacy: Become an expert in the learner’s mindset—ensuring content never feels over-engineered or inaccessible - Content Development: Create high-quality scripts, readings, and supporting materials across formats - Collaboration: Work closely with writers, editors, strategists, and client teams to bring ideas to life - Mentorship & Review: Provide feedback on peer work and help elevate the overall quality of the team - Cultural Contributions: Share your take, your creativity, your pet photos—and the exact GIF that captures “I finally fixed this sentence” Benefits - Flexible work hours - Minimum 20 days paid vacation annually - 401k + financial wellness support - Health Insurance (medical, dental, life, pet, mental health services) - Home office allowance - Bi-annual Wellness Credits - Monthly Technology Credit (to offset internet / phone costs) - Comprehensive Parental Leave Policy Company Description Codeword is a communication agency that helps brands create breakthrough comms, content, and community experiences. We’re a fast-moving team of writers, editors, designers, strategists, videographers, PR mavens, and even a few traditional marketers. Our incredible roster of global brands trust us to launch their startups, run multi-channel campaigns, grow their user bases, and lead comprehensive PR and marketing initiatives. We're storytellers and brand engineers, and we love big ideas that serve a real purpose. Codeword is a remote-first agency, with physical offices in NYC and SF that we won’t make you visit.