A nationally recognized independent financial advisory firm is seeking a seasoned Vice President Public Finance Advisor to join its high-performing team. This individual will serve as a trusted advisor to not-for-profit healthcare and/or higher education clients, structuring complex, multimillion-dollar financings and leading transactions from origination to close. The ideal candidate is a driven, client-focused advisor with deep experience in public finance and a successful track record in the nonprofit sector.

VP Public Finance Advisor Responsibilities:

• Originate and manage client relationships within the not-for-profit healthcare or higher education sectors
• Lead complex financings including plan of finance development, structuring, documentation, negotiation, and execution
• Oversee all phases of deal execution in collaboration with analysts and associates
• Direct and coordinate client meetings, team calls, and negotiations with external parties such as attorneys, bankers, rating agencies, and insurers
• Prepare marketing materials, RFP responses, and detailed financial models using DBC, Bloomberg, and Microsoft Excel
• Provide strategic guidance and financial advisory services tailored to each client’s needs
• Stay informed on public finance market trends and maintain competitive intelligence
• Travel 2–3 times per month to meet clients or attend events across the U.S

VP Public Finance Advisor Requirements:

• Minimum of 8–10 years of experience in public finance, municipal bond investment banking, or financial advisory
• Demonstrated ability to independently originate and execute deals in the not-for-profit space
• Bachelor’s degree in accounting, finance, or related field required
• Series 50 license required or willingness to obtain within 3 months
• Strong knowledge of healthcare and/or education public financing models
• Fluency in Microsoft Excel, PowerPoint, and Word; familiarity with Bloomberg and DBC preferred
• Exceptional communication, presentation, and relationship-building skills
• Must be a self-starter, organized, and entrepreneurial
• Experience advising large-scale hospital systems or universities is preferred
• MBA or related and/or CPA is a plus
• Previous experience in a boutique financial advisory setting is a huge plus
• Familiarity with Microsoft Dynamics 365 or similar CRMs

Benefits:

• Competitive base salary
• Performance-based bonus
• Comprehensive medical benefits
• SEP IRA with employer contribution
• Flexible PTO
• All national and market holidays off
• All client travel expenses covered
• Fully Remote

This is a rare opportunity to work for one of the nation’s top-ranked financial advisory firms in an environment that values independent thinking, integrity, and exceptional client service. Apply now!

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