Managing Director/Director - Senior Housing & Care

B C Ziegler & Co • Sarasota, FL

62d • $150,000 - $250,000

About The Position

Ziegler is seeking a well-established Managing Director/Director with relevant relationships with for-profit senior housing (IL/AL/MC) and skilled nursing owner/operators to join the SHCFP team. The ideal candidate for this position will have significant experience with senior housing M&A and financing transactions. The individual we seek has significant relationships with large and middle market senior housing and care providers with experience leading M&A and/or financing activities. The firm is open to where this position will be located.

Requirements

• A minimum of 8-10 years of relevant experience in investment banking or similar corporate roles that nurture the attributes of a successful investment banker.
• Proven leadership skills: this executive must be a proven leader with the highest standards of character and integrity.
• Demonstrated access to clients and leaders in the healthcare sector, being able to leverage the expertise of Ziegler.
• The ability, in both written and oral presentations, to communicate confidently vision and direction.
• An undergraduate degree from a well-regarded institution.
• Results-oriented; pragmatic, hands-on style; a decision maker with bias toward action. Ability to execute aggressively against strategy and be sharply focused on delivery of specific business and performance objectives.
• Focused on processes as well as customer and people management driving efficiency and effectiveness.
• Excellent consultative, collaborative, and influencing communication skills.
• Ability to set clear and deliverable goals. Demonstrates resilience, passion, and commitment to deliver and be accountable for the results.
• A thorough though concise communicator of revenue goals and budgets, defining success in terms of results delivered.
• Solid analytical skills with a disciplined and knowledge-based approach to decision making.
• Adaptive and flexible, capable of moving in a variety of directions while being focused on achieving the required results.
• Able to quickly win the respect of others by sound knowledge, good judgment, and an admirable personal style, throughout our business and recognize that a reputation for honest and fair dealing is a critical asset of our business.

Nice To Haves

• An MBA degree or a CPA designation is highly desirable.
• Series 79, and/or 24 designations are desirable.
• A Ziegler “culture carrier,” a nurturer of key internal constituencies and client relationships.
• A person who will both intuitively serve clients in an extraordinary way and provide creative, flexible financing solutions to clients.
• Entrepreneurism, integrity, intelligence, hard work, and partnership.

Responsibilities

• Driving new client business development in areas of his or her expertise and within the geographic area as well as providing leverage for other members of the team.
• Managing resources efficiently and effectively to adjust to changes in the marketplace.
• Acting as the business’ advocate for both clients and the Ziegler SHCFP Team.
• Building bridges with the other businesses at Ziegler, since greater scale of coordinated business yields greater bottom-line margins.
• Enhancing a strong, positive image and reputation; Honesty, Integrity and credibility are key to Ziegler, the SHCFP and each individual team member and client.
• Determining the appropriate fee arrangements.
• Establishing clear definitions of target clients.
• Establishing meaningful, measurable goals and milestones for his or her sector coverage; ensuring that the organization meets its objectives.
• Possessing an understanding of the firm’s competition in its respective areas of expertise and being able to communicate the Ziegler Value Proposition to clients.
• Having an outstanding personal brand in senior housing and care, a person who will both intuitively serve clients in an extraordinary way and provide creative, flexible financing solutions to clients.

Benefits

• Advisory and capital solutions to achieve strategic objectives
• Propel organizational growth and maximize value
• Sell-side M&A solutions
• Entire capital stack of financing options
• Innovative sell-side, recapitalization/restructuring, and agency and debt placement products
• Leverage for other members of the team
• Greater scale of coordinated business yields greater bottom-line margins
• Strong, positive image and reputation
• Creative, flexible financing solutions

What This Job Offers

• Job Type: Full-time
• Career Level: Director