Description

Key Responsibilities

• 8+ years of experience in Municipal Bonds primary markets (issuance, syndication, pricing, allocations, settlement)

• Develop deep expertise in Munis deal lifecycle, including new issue workflows, order book management, allocations,

and investor distribution

• Define and execute the product vision and roadmap aligned to strategic priorities for Munis platforms (e.g., Deal

Central / issuance platforms)

• Drive front-to-back workflow integration, ensuring seamless data flow across origination, syndication, and

settlement systems

• Partner with syndicate desks, bankers, sales, and operations to understand pain points and prioritize high-impact

solutions

• Communicate product strategy, roadmap, and outcomes to senior stakeholders (including C-suite) and drive

adoption across business users

• Own and prioritize the program and product backlog, balancing regulatory, business, and platform modernization

priorities

• Lead delivery across 1–3 cross-functional Agile teams, ensuring alignment and value delivery

• Define and refine user stories and acceptance criteria with a focus on automation, data integrity, and client

transparency

• Make real-time trade-off decisions between new features, regulatory requirements, and platform stability

• Ensure high-quality delivery and acceptance of features, with a focus on scalability and resilience

• Drive automation and straight-through processing (STP) across Munis execution workflows

• Support user training, demos, and change management to improve adoption and user experience

Qualifications

• Bachelor’s degree in technology, Finance, or related field; MBA/MS preferred

Deep understanding of: 

o Municipal bond issuance lifecycle (competitive & negotiated deals)

o Syndication, pricing, and allocation processes

o Regulatory and compliance requirements in Munis markets

• Experience working directly with front office (syndicate/trading desks) is strongly preferred

• Strong understanding of fixed income products and market structure

• Proven ability to translate business needs into scalable technology solutions

• Strong analytical, problem-solving, and strategic thinking skills

• Experience troubleshooting production issues and driving timely resolution

• Excellent communication skills with ability to present complex topics to business and executive       stakeholders

• Experience leading large-scale platform initiatives and user experience improvements

• Strong Agile experience: 

o Backlog prioritization, story writing, acceptance criteria

o Tools such as JIRA and Confluence

• Experience working in global, cross-functional teams

• Familiarity with reporting/BI tools and standard productivity tools (MS Office, Visio, etc.)

Key Skills

Education

Bachelor's degree