
201 - 500 employees
📣 Marketing
💸 Finance
💼 Consulting
Marketing • Finance • Consulting
PFM is a financial services company that offers financial advice and consultation aimed at empowering, mobilizing, educating, and ensuring sustainable outcomes for its clients. With a focus on meaningful work, PFM partners with a diverse range of clients to provide superior financial advice, tailored creative consultation, and services that foster a brighter future. PFM is a marketing name used by a group of affiliated companies, providing various financial advisory and consulting services, including swap advisory and financial modeling platforms across separate agreements with distinct entities.
🔥 3 hours ago
🇺🇸 United States – Remote
💵 $150k - $175k / year
⏰ Full Time
🔴 Lead
👔 Director
🦅 H1B Visa Sponsor
👻 Ghost score 0%
Where this job comes from
Posted on PFM's careers page, not through a job board
First seen by Remote Rocketship 3 hours ago
Still open on PFM's site. Checked 58 minutes ago.

201 - 500 employees
📣 Marketing
💸 Finance
💼 Consulting
Marketing • Finance • Consulting
PFM is a financial services company that offers financial advice and consultation aimed at empowering, mobilizing, educating, and ensuring sustainable outcomes for its clients. With a focus on meaningful work, PFM partners with a diverse range of clients to provide superior financial advice, tailored creative consultation, and services that foster a brighter future. PFM is a marketing name used by a group of affiliated companies, providing various financial advisory and consulting services, including swap advisory and financial modeling platforms across separate agreements with distinct entities.
• 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
• 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
• 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
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