Serve as the primary point of contact for assigned municipal advisory clients
Lead the delivery of municipal advisory services, including financial strategy, debt issuance support, and ongoing advisory engagements
Build and maintain long-term client relationships grounded in trust and high-quality service
Actively solicit new business, including: Expanding services to existing clients
Developing relationships with prospective clients and securing new engagements
Develop and execute strategies to grow the firm’s municipal advisory practice
Meet or exceed defined sales and revenue goals
Provide day-to-day guidance and oversight to junior staff
Serve as a job performance coach, including mentoring, feedback, and professional development planning
Attend and participate in industry conferences, client meetings, and networking events
Oversee engagement management, including scope, timelines, and deliverables

Bachelor’s degree in finance, public administration, economics, or related field (advanced degree preferred)
Registered Municipal Advisor Representative (Series 50) or ability to obtain
Must obtain the Municipal Advisor Principal qualification (Series 54) within six (6) months of joining the firm
5–10+ years of relevant experience in municipal finance, public sector advisory, or related field
Demonstrated success in client management and business development
Strong understanding of municipal debt structures, capital planning, and financial advisory services
Proven ability to mentor and develop junior staff
Knowledge of and/or strong interest in public sector finance, government operations, and serving municipal clients

Senior Manager, Capital & Infrastructure Advisory – Debt Issuance

Key skills