Managing Director, Tax Investor Coverage

Responsibilities

• Develop long-term client relationships with tax and finance leaders at large corporate tax credit buyers and tax equity investors across utilities, real estate, and industrials.
• Build new client relationships through conferences, networking, outreach, partnerships, and inbound interest.
• Speak on webinars, conference panels, and other industry events as a trusted market expert.
• Advise clients on tax credit investment strategies.
• Partner with external legal and tax advisors to navigate complex transaction matters.
• Manage and mentor junior professionals, overseeing development, workflow, and execution quality.
• Help shape the company’s tax credit buyer strategy, including segment prioritization, partnerships, and go-to-market approach.
• Serve as an internal subject matter expert on renewable tax credits.
• Lead development of new offerings for strategic partners.
• Contribute to the creation and adoption of intellectual property.
• Partner with product and customer success teams to maximize the value of the technology platform for tax and finance teams.
• Travel approximately 25%.

Requirements

• 14+ years of experience in tax, accounting, legal practice, and/or tax-advantaged investing.
• Proven ability to build and own long-term relationships with tax and finance teams at large corporations.
• Experience managing and developing junior team members.
• Comfort and confidence with cold outreach, conference participation, and public speaking.
• Strong collaboration and team orientation.
• Exceptional relationship-building and communication skills.
• Willingness to work in a rapid-growth environment with significant autonomy and flexibility.
• FINRA SIE, Series 79, and Series 63 licenses, or willingness to obtain them under broker-dealer sponsorship.

Compensation and Benefits

• Total cash compensation in the $500,000s–$700,000s, depending on experience and revenue scope; excludes equity value.
• Bonus opportunity based on team and individual performance.
• Stock options.
• 100% employee healthcare premium coverage, with dependent subsidies.
• 100% employee dental and vision premium coverage, with dependent subsidies.
• 10 company holidays and 20 days of paid time off annually.
• 401(k) plan.
• 16 weeks of parental leave for birthing parents and 12 weeks for non-birthing parents.
• $5,000 AI learning and development stipend.
• Remote-first operating model with work-from-anywhere options in the United States and Canada and optional offices in Washington, DC and New York City.