Public Finance Investment Banking Director – Senior Living

Piper Sandler

Public finance investment banking director leading senior living bond transactions and client relationships. Advising nonprofit and healthcare providers on capital raising, debt structuring, and long-term financial strategy.

Posted 8/12/2026full-timeMinneapolis • Illinois, Minnesota, Ohio, Utah • 🇺🇸 United StatesSenior💰 $150,000 - $200,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading capital markets transactions, financial modeling, and client relationship management within the senior living and long-term care sectors. Proven ability to mentor teams and navigate complex financial structures and regulatory environments.

Highest-signal resume keywords

Capital Markets TransactionsFinancial ModelingClient Relationship ManagementLeadership ExperienceSenior Living Industry Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial ModelingDebt StructuringTransaction ExecutionCapital Needs AnalysisBond IssuanceDebt Service CalculationsTax-Exempt BondsMunicipal FinanceAnalytical CapabilitiesStrategic Financial Planning

Soft Skills

Excellent Communication SkillsRelationship BuildingMentoringCollaboration

Certifications & Qualifications

Series 52 LicenseSeries 63 LicenseSeries 7 License

Industry Keywords

Senior LivingLong-Term CareHealthcare FinancePublic FinanceInvestment BankingMunicipal AdvisoryNonprofit FinancingCapital RaisingCompetitive DynamicsRegulatory Developments

About the role

Key responsibilities & impact

Lead deal origination, structuring, and execution for senior living and long-term care clients
Build and sustain relationships with senior living providers, not-for-profit sponsors, and other issuers
Identify and cultivate new client relationships and strategic opportunities
Advise senior living leaders on capital needs, growth plans, affiliations, refinancing, campus repositioning, and long-term financial strategy
Lead bond issuances, refinancings, and other senior living capital markets transactions
Develop and oversee financial models, including debt service calculations and bond issue sizing
Advise clients on capital raising, debt structuring, and long-term financial planning
Lead and mentor Associates and Analysts
Monitor sector trends, competitive dynamics, and regulatory developments
Collaborate with capital markets, credit, and public finance teams
Support recruiting and franchise-building initiatives

Requirements

What you’ll need

Bachelor's degree in Finance, Economics, or related discipline
7+ years of relevant experience in investment banking, public finance, municipal advisory, senior living, long-term care, healthcare finance, consulting, development, or a related field
Familiarity with senior living and long-term care operating models, capital needs, debt structures, and nonprofit and healthcare provider financing considerations
Experience with tax-exempt bonds, taxable debt, bank financing, private placements, or municipal finance preferred but not required for candidates with relevant industry experience
Proven track record of client relationship management and successful transaction execution
Strong financial modeling and analytical capabilities
Excellent written and verbal communication skills
Series 52, 63, and 7 licenses required, or willingness to obtain
Demonstrated leadership experience, including managing and developing junior team members
MBA a plus

Benefits

Comp & perks

Annual incentive compensation eligibility
Benefits program supporting employees' health and well-being
Support for employees and their families