Senior Managing Consultant, Municipal Advisory

PFM; Austin (TX); Hybrid; USD 125,000 - 150,000; Full time

Benefits offered by this job

Tuition reimbursement

Student loan repayment

Relocation assistance

401k with employer match

Medical/dental/vision insurance

Job summary

PFM is seeking an experienced Senior Managing Consultant for its municipal advisory practice focused on Texas clients. The role may be based in Austin or Dallas with a hybrid work arrangement and requires travel as needed.

Ideal candidate has 5+ years in public sector finance, advisory services, and/or underwriting with MSRB Series 50 certification or ability to obtain within 60 days. Strong modeling, leadership, and client-management skills are essential.

Qualifications

• Authorization to work in the U.S. for any employer without sponsorship now, or in the future.
• Bachelor’s degree from an accredited college or university.
• At least 5 years of work experience in public sector/municipal finance, banking, trust or financial services.
• Knowledge of and contacts within state and local governments and the sector focus.
• MSRB Series 50 certification or ability to obtain within 60 days of hire.
• Familiarity with complex financial modeling and analysis.
• Strong quantitative, problem solving and analytical skills.
• Excellent writing skills and effective communication.

Responsibilities

• Maintain and expand relationships with clients in state/local governments and public utilities.
• Attend trade shows and conferences.
• Gather information to submit proposals.
• Serve as primary/secondary client contact for questions.
• Develop and implement a marketing plan to bring in new business.
• Develop financial solutions and analyze options for financing needs.
• Coordinate client deliverables and financing transactions.
• Manage financing teams and ensure timely performance.
• Present financial analyses and materials to clients in meetings.
• Mentor and train financial analysts and staff.
• Collaborate across internal and external teams for long-term growth.

Skills

Municipal finance

Financial analysis

Quantitative skills

Written communication

MS Excel

MS Word

MS PowerPoint

Team leadership

Education

Bachelor’s degree

MSRB Series 50 certification

Job description

PFM is currently seeking an experienced Senior Managing Consultant to work in our municipal advisory practice. The successful candidate(s) will work with clients primarily in Texas. Business travel will be required as client needs dictate. The position will be considered for our Austin or Dallas, Texas office, and will have a hybrid work arrangement.

Candidates will be expected to successfully operate in the specialized field of municipal finance, and be nimble in a dynamic, fast-paced environment in which the selected candidate is given significant responsibility. To be successful, one must have a superior understanding of the financial markets, at least five years of experience working in public sector finance, advisory services, consulting, and/or underwriting, and a demonstrated ability to manage a business plan.

RESPONSIBILITIES

Responsibilities include the following:

• Maintain & expand existing relationships with clients in state government, local government, transportation agencies and public utilities to support a growing business.
• Attending trade shows and conferences
• Gathering information to submit and complete proposals
• Acting as the primary or secondary point of contact for client questions
• Developing and independently implementing a marketing plan to bring in new business
• Develop a full range of financial solutions and quantitatively analyze options to meet our clients’ capital financing needs.
• Generate and coordinate client deliverables, including the successful implementation of financing transactions.
• Manage financing teams and oversee timely performance by all staff.
• Present financial analysis, reports and other materials to clients at meetings.
• Management, mentorship, and training of financial analysts and associate staff.
• Collaborate across multiple internal and external teams to support the long‑term growth of the business practice.

MINIMUM QUALIFICATIONS

• Authorization to work in the U.S. for any employer without sponsorship now, or in the future.
• Bachelor’s degree from an accredited college or university.
• At least 5 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 the state and local governments as well as the sector of focus.
• Currently holds MSRB Series 50 certification or able to obtain within 60 days of hire.
• Familiarity with transactions including complex financial modeling and analysis.
• Strong quantitative, problem solving and analytical skills.
• Excellent writing skills and effective personal communication skills.
• Advanced proficiency with MS Word, Excel and PowerPoint.

Other qualifications

• 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. Can make effective presentations and routine communications to smaller audiences.
• Actively listens to others and conveys information clearly and concisely.
• 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.
• Detail‑oriented with strong organization skills.
• Passion for driving results and delivering constructive change.

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 $125,000 - $150,000; 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.

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.