At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
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.
About This Role:
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
Success Metrics
Annual revenue production targets
New client acquisition goals
Transaction volume and market share growth
Client retention and satisfaction scores
Participation in competitive deal wins
Key Skills:
Technical Competencies
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
The Ideal Candidate for This Role:
Licensing & Education:
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
Experience & Skills
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
Salary Range:
105,443.00 - 179,253.00 USD Annual
Candidates must possess unrestricted work authorization and not require future sponsorship.
Compensation:
Compensation range (base pay): $105,443.00-$179,253.00
This role may have a specific starting pay within this range.
Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and/or skill level.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Learn more about our benefits here: https://www.fnbo.com/careers/benefits/ .
For additional information regarding compensation and benefits, e-mail First National at TAGAdmin@fnni.com . To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20251799
Registration Requirement:
This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results.
Equal Opportunity & Belonging:
We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here. (https://www.fnbo.com/careers/belonging)
Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here (https://www.firstnational.com/common/communications/hr/assets/documents/hr/eeo_poster.pdf) to download 'EEO is The Law' Self-Print Poster
Click here (https://www.firstnational.com/common/communications/hr/assets/documents/hr/eeo\poster\federal_contractors.pdf) to download 'EEO is The Law' Supplement for Federal Contractors
Click here (https://www.firstnational.com/common/communications/hr/assets/documents/hr/eeo\poster\gina_supplement.pdf) to download 'EEO is The Law' GINA Supplement
Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.
