Director

PFM

. Maintain and expand existing client relationships .

Posted 10/31/2026full-timeRemote • United StatesLead💰 $150,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial solutions development, complex financial modeling, and analysis, while effectively managing client relationships and leading teams. Strong communication and project management skills are essential for success in a fast-paced environment.

Highest-signal resume keywords

MSRB Series 50 CertificationPublic Sector/Municipal Finance ExperienceComplex Financial ModelingClient Relationship ManagementLeadership and Team Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisQuantitative AnalysisStrategic ThinkingProblem-SolvingProject Management

Soft Skills

Excellent Communication SkillsTeamworkDetail OrientationInitiativeAccountability

Tools & Technologies

Microsoft WordMicrosoft ExcelMicrosoft PowerPoint

Certifications & Qualifications

MSRB Series 50 Certification

Industry Keywords

Public Sector FinanceMunicipal FinanceBankingFinancial ServicesRFPs

About the role

Key responsibilities & impact

Maintain and expand existing client relationships
Identify and pursue new business opportunities
Serve as the primary point of contact for client questions
Attend trade shows and conferences
Gather information to submit and complete RFPs
Serve on PFM’s marketing team through final prospect interviews
Develop financial solutions and quantitatively analyze options for clients’ financing and strategic needs
Generate and coordinate client deliverables
Manage financing teams, including teams with consultants, and oversee timely performance
Present financial analyses, reports, and other materials to clients
Manage, mentor, and train financial analysts and associate staff
Cross-sell appropriate services across internal and external teams to support long-term business growth

Requirements

What you’ll need

Authorization to work in the U.S. for any employer
A bachelor's degree from an accredited college/university
At least 10 years of work experience, preferably in public sector/municipal finance, banking, trust, or financial services
Knowledge of and contacts within state and local governments as well as the sector of focus
Currently holds MSRB Series 50 certification or able to obtain within 6 months
Familiarity with transactions including complex financial modeling and analysis
Strong leadership abilities
Strategic thinking and problem-solving abilities
Accountability and proactive problem resolution
Excellent written and verbal communication skills
Outstanding teamwork and project management skills
Ability to manage multiple tasks and adapt to a changing, fast-paced environment
Ability to operate collaboratively in a team environment
Strong integrity
Initiative and process improvement mindset
Strong quantitative, problem-solving, and analytical skills
Detail orientation and strong organization skills
Strong working knowledge of Word, Excel, and PowerPoint
Strong client service, writing, and personal communication skills
PFM is not offering visa sponsorship for this position

Benefits

Comp & perks

Generous flexible paid time off
Tuition reimbursement
Student loan repayment
Relocation assistance
401k retirement plan with employer match
Annual profit-sharing opportunity
Medical, dental, and vision insurance
Health and wellness benefits
Disability and life insurance
Annual performance-based bonuses