Overview In this role you lead high-stakes client engagements in public finance, with a focus on Affordable Housing and GP securitization, serving as a senior product banker and trusted advisor. You will execute complex transactions, shape client strategies, and coordinate cross-functional teams to deliver innovative financing solutions. You'll work closely with C-suite clients to navigate pricing, structure, and execution, while advancing KeyBank's leadership in affordable housing finance. This is a dynamic, highly visible role that blends client leadership with market expertise to drive revenue and strategic outcomes.
Responsibilities- Manage and execute complex financings from origination through execution
- Serve as product banker and advisor for major Affordable Housing clients
- Build and maintain key client relationships and generate revenues
- Collaborate with peers across Public Sector and Fixed Income to deliver high-quality solutions
- Provide mentorship and technical support to junior team members
- Assemble and lead diverse teams to deliver client-focused outcomes
- Analyze problems, identify constraints, and implement decisive solutions
- Contribute to client profitability and align strategies with market trends
- Ensure compliance with corporate policies and professional conduct
- Develop proposals, incorporating client feedback and market opportunities
- Maintain awareness of emerging client trends and adapt services accordingly
Key requirements- 7+ years of banking experience with proven client relationship/sales abilities in Public Finance (required)
- Proven investment banking experience capable of origination, structuring, and execution of large, complex transactions (required)
- FINRA S7 (required)
- FINRA S63 (required)
- Bachelor (preferred) or equivalent experience
- Strong product knowledge and technical expertise in public finance and related financing solutions
- Ability to work under pressure, meet deadlines, and multi-task with meticulous attention to detail
- Excellent written and verbal communication and client-facing skills
- Ability to lead and mentor teams and manage stakeholder relationships
- Experience engaging with senior executives and cross-functional partners
- relationship management
- proactive communication
- leadership and mentorship
- broad product knowledge in public finance
- expertise in structuring and distributing public sector financing solutions
- origination, structuring, and execution of large transactions
