Managing Director, Public Finance

Northland Securities•Omaha, MN

1d•Onsite

About The Position

This role combines relationship management, analytical expertise, and sales acumen in the specialized municipal securities market, requiring both technical knowledge of public finance and strong interpersonal skills to succeed in a competitive broker-dealer environment. This is a sales and production role within the broker dealer industry.

Requirements

Proficiency in Munex and/or DBC, Bloomberg, and municipal market databases
Advanced Excel and PowerPoint skills
Understanding of municipal bond math and yield calculations
Familiarity with rating agency criteria and processes
Series 52 and 63 securities licenses (or ability to obtain)
Series 53 (Municipal Securities Principal) preferred
Bachelor's degree in Finance, Economics, or related field
Advanced degree (MBA, MPA) preferred
3-5+ years of public finance or municipal banking experience
Proven track record of client relationship management and business development
Strong financial modeling and analytical capabilities
Excellent written and verbal communication skills
Knowledge of municipal credit analysis and bond structures

Nice To Haves

Series 53 (Municipal Securities Principal) preferred
Advanced degree (MBA, MPA) preferred

Responsibilities

Client Relationship Management Develop and maintain relationships with municipal issuers, including cities, counties, school districts, and other public entities Serve as primary contact for existing clients while actively pursuing new business opportunities Build trust with government officials, finance directors, and municipal advisors
Business Development & Production Generate new public finance business through prospecting and relationship building Prepare and deliver presentations and proposals to municipal clients, municipal advisors and related entities Negotiate deal terms and pricing with issuers and underwriting syndicates Meet annual production targets and revenue goals
Transaction Execution Structure municipal bond transactions (general obligation, revenue bonds, tax increment financing) Coordinate with internal teams including analysts, traders, research, compliance, and operations Manage deal timelines from mandate through closing Prepare offering documents and disclosure materials
Market Analysis & Advisory Provide market insights and financing alternatives to municipal clients Analyze credit fundamentals and municipal financial statements Stay current on regulatory changes affecting public finance (MSRB rules, SEC regulations) Monitor interest rate environments and market conditions