Senior Managing Consultant, Municipal Advisory
About The Position
PFM is seeking an experienced Senior Managing Consultant for its municipal advisory practice. The successful candidate will work primarily with clients in Texas and may be based in the Austin or Dallas office under a hybrid work arrangement. Business travel is required as client needs dictate. The role requires operating effectively in the specialized field of municipal finance and in a dynamic, fast-paced environment with significant responsibility. The successful candidate will have a strong understanding of financial markets, at least five years of relevant public-sector finance, advisory, consulting, or underwriting experience, and the ability to manage a business plan.
Requirements
- Authorization to work in the United States for any employer without current or future sponsorship.
- Bachelor’s degree from an accredited college or university.
- At least five years of work experience, preferably in public-sector or municipal finance, banking, trust, or financial services, demonstrating increasing responsibility.
- Knowledge of and contacts within state and local governments and the relevant sector.
- Currently hold MSRB Series 50 certification or be able to obtain it within 60 days of hire.
- Familiarity with transactions, including complex financial modeling and analysis.
- Strong quantitative, problem-solving, and analytical skills.
- Excellent writing and effective interpersonal communication skills.
- Advanced proficiency with Microsoft Word, Excel, and PowerPoint.
- Ability to hold oneself and others accountable, resolve problems proactively, and connect individual and team objectives to broader company goals.
- Ability to communicate effectively in writing and presentations, listen actively, and convey information clearly and concisely.
- Strong teamwork and project-management skills, including the ability to manage multiple tasks and adapt to a changing, fast-paced environment.
- Ability to work collaboratively in a team and take on leadership, follower, or facilitator roles as needed.
- Integrity, initiative, attention to detail, strong organization skills, and a desire to improve processes and solve problems.
- Passion for driving results and delivering constructive change.
Responsibilities
- Maintain and expand client relationships with state and local governments, transportation agencies, and public utilities to support business growth.
- Attend trade shows and conferences.
- Gather information for proposals and support their completion and submission.
- Serve as the primary or secondary contact for client questions.
- Develop and independently implement a marketing plan to bring in new business.
- Develop financial solutions and quantitatively analyze options to meet clients’ capital financing needs.
- Generate and coordinate client deliverables, including the successful implementation of financing transactions.
- Manage financing teams and oversee timely performance by staff.
- Present financial analyses, reports, and other materials to clients at meetings.
- Manage, mentor, and train financial analysts and associate staff.
- Collaborate with internal and external teams to support long-term business-practice growth.
Benefits
- Generous flexible paid time off
- Tuition reimbursement
- Student loan repayment
- Relocation assistance
- 401(k) retirement plan with employer match
- Annual profit-sharing opportunity
- Medical, dental, and vision insurance
- Health and wellness benefits
- Disability insurance
- Life insurance
- Annual performance-based bonuses
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What This Job Offers
Job Type
Full-time
Career Level
Senior
