Director

RESPONSIBILITIES

• Maintain & expand existing relationships.
• Independently identify and pursue new business opportunities
• Leverage expertise to expand existing client relationships
• Acting as the primary point of contact for clients’ questions
• Attending trade shows and conferences
• Gathering information to submit and complete RFPs
• Serving on PFM’s marketing team up through the point of final prospect interviews
• Develop full range of financial solutions and quantitatively analyze options to meet our clients’ financing and strategic needs.
• Generate & 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.
• Management, mentorship, and training of financial analysts and associate staff; and
• Consistently cross-sell appropriate services across multiple internal & external teams to support the long-term growth of the business practice.

QUALIFICATIONS

• Authorization to work in the U.S. for any employer
• A bachelor's degree from an accredited college/university
• At least 10 years of work experience, preferably in public sector/municipal finance, banking, trust, or financial services arena, demonstrating increasing levels of responsibility. Knowledge of and contacts within state and local governments as well as the sector of focus.
• Currently holds MSRB Series 50 certification or able to obtain within 6 months.
• Candidate should be familiar with transactions including complex financial modeling and analysis.
• Demonstrates strong leadership abilities and serves as a strong role model for other team members.
• Ability to think and act strategically. Looks at issues affecting the team from a larger, longer-term perspective than just day-to-day task-execution. Demonstrates flexibility when approaching complex situations and often uses creative methods/solutions to avoid conflicts and/or negative outcomes.
• Insists on accountability of self and others. Understands the relationship between individual and team objectives and the broader company goals. Resolves problems proactively.
• Excellent communication skills. Develops effective written correspondence. Actively listens to others and conveys information clearly and concisely. Can make effective presentations and routine communications to smaller audiences. Excellent listener.
• Outstanding teamwork and project management skills with proven ability to manage multiple tasks and adapt to a changing, fast-paced environment.
• Ability to operate in a team environment. Acts as a valuable, collaborative team player, willing to take on a variety of roles within a team including leader, follower, and facilitator. Actively promotes team success and encourages others to contribute to the greater good.
• Demonstrates unwavering integrity and instills 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 are required for this position: excellent writing skills and effective personal communication skills are a must.

COMPENSATION

PFM offers a comprehensive benefits package. This includes 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, and disability and life insurance.

The anticipated base salary for this position is $150,000-$175,000; this position is also eligible for annual performance-based bonuses. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate.

PFM is not offering visa sponsorship for this position.

PFM is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. PFM maintains a drug-free workplace. If you need assistance or accommodation due to a disability at any time during the application or hiring process, contact us via Careers on our contact form or call (215) 567-6100. Please note, this contact information is for accommodation requests only and should not be used for application status updates or other inquiries.