Director

Overview

This role involves leading client relationships, identifying new business opportunities, and delivering financial solutions through quantitative analysis and transaction support. The position also supports internal marketing efforts and requires strong leadership, client communication, and cross-functional coordination.

Responsibilities

• Maintain and expand existing client relationships.
• Independently identify and pursue new business opportunities.
• Leverage subject-matter expertise to grow existing client relationships.
• Serve as the primary point of contact for client questions.
• Attend trade shows and conferences.
• Gather information to submit and complete RFPs.
• Support marketing activities through the point of final prospect interviews.
• Develop a full range of financial solutions and quantitatively analyze options to meet clients’ financing and strategic needs.
• Generate and coordinate client deliverables.
• Manage financing teams, including teams with consultants, and oversee timely performance by all professionals.
• Present financial analysis, reports, and other materials to clients at meetings.
• Provide management, mentorship, and training for financial analysts and associate staff.
• Consistently cross-sell appropriate services across multiple internal and external teams to support long-term growth of the practice.

Requirements

• Authorization to work in the U.S. for any employer.
• Bachelor’s degree from an accredited college or university.
• At least 10 years of work experience, preferably in public sector/municipal finance, banking, trust, or financial services, demonstrating increasing levels of responsibility.
• Knowledge of and contacts within state and local governments and the sector of focus.
• Currently holds MSRB Series 50 certification or able to obtain within 6 months.
• Familiarity with transactions, including complex financial modeling and analysis.
• Strong leadership abilities and ability to serve as a role model for team members.
• Ability to think and act strategically, considering broader longer-term impacts and using flexibility and creative methods to avoid conflicts or negative outcomes.
• Commitment to accountability for self and others; understands the relationship between individual and team objectives and broader organizational goals; resolves problems proactively.
• Excellent communication skills, including effective written correspondence, active listening, clear and concise information sharing, and the ability to make effective presentations to smaller audiences.
• Outstanding teamwork and project management skills, with proven ability to manage multiple tasks and adapt in a fast-paced, changing environment.
• Ability to operate in a team environment and collaborate as a team player in roles including leader, follower, and facilitator; actively promotes team success.
• Demonstrated integrity and ability to instill confidence in others.
• Desire to improve processes, take initiative, and solve problems.
• Strong quantitative, problem-solving, and analytical skills.
• Detail-oriented with strong organization skills.
• Passion for driving results and delivering constructive change.
• Strong working knowledge of Word, Excel, and PowerPoint.
• Strong client service skills, including excellent writing skills and effective personal communication.

Preferred Qualifications

• None stated.

Compensation & Benefits

• Comprehensive benefits package, including:
  • Generous flexible paid time off
  • Tuition reimbursement
  • Student loan repayment
  • Relocation assistance
  • 401k retirement plan with employer match and annual profit-sharing opportunity
  • Medical/dental/vision insurance
  • Health and wellness benefits
  • Disability and life insurance
• Anticipated base salary: $150,000–$175,000.
• Eligible for annual performance-based bonuses.
• Actual compensation is influenced by skills, experience, qualifications, and geographic location.

Additional Information

• Visa sponsorship is not offered for this position.
• Equal Opportunity Employer; maintains a drug-free workplace.
• Reasonable accommodation may be available for applicants with disabilities during the application or hiring process.