Managing Director/Director - Senior Housing & Care

Investment Banking Position

Ziegler is a privately held investment bank, capital markets and proprietary investments firm and specializes in the senior living, healthcare, and education sectors. Headquartered in Chicago with regional and branch offices throughout the U.S., Ziegler’s provides clients with advisory and capital solutions to achieve strategic objectives, as well as propel organizational growth and maximize value.

Position Overview

Ziegler is seeking a well-established Managing Director/Director with relevant relationships with for-profit senior housing (IL/AL/MC) and skilled nursing owner/operators to join the SHCFP team. The ideal candidate for this position will have significant experience with senior housing M&A and financing transactions. The individual we seek has significant relationships with large and middle market senior housing and care providers with experience leading M&A and/or financing activities. The firm is open to where this position will be located.

This banker will be responsible for:

• Driving new client business development in areas of his or her expertise and within the geographic area as well as providing leverage for other members of the team. Successful senior investment bankers at Ziegler target a minimum of $2-4+ million in annual revenues;
• Managing resources efficiently and effectively to adjust to changes in the marketplace;
• Acting as the business’ advocate for both clients and the Ziegler SHCFP Team;
• Building bridges with the other businesses at Ziegler, since greater scale of coordinated business yields greater bottom-line margins;
• Enhancing a strong, positive image and reputation; Honesty, Integrity and credibility are key to Ziegler, the SHCFP and each individual team member and client;
• Determining the appropriate fee arrangements;
• Establishing clear definitions of target clients;
• Establishing meaningful, measurable goals and milestones for his or her sector coverage; ensuring that the organization meets its objectives;
• Possessing an understanding of the firm’s competition in its respective areas of expertise and being able to communicate the Ziegler Value Proposition to clients;
• Having an outstanding personal brand in senior housing and care, a person who will both intuitively serve clients in an extraordinary way and provide creative, flexible financing solutions to clients.

Professional qualifications

A successful investment banker at Ziegler is a highly accomplished, energetic financial professional with proven experience providing creative and innovative advisory and financing solutions for clients. The person must be of superior intellect, with an immediate grasp of Ziegler’s competitive advantage and the changing dynamics of the core senior housing and care practice. This individual will have a minimum of 8-10 years of relevant experience in investment banking or similar corporate roles that nurture the attributes of a successful investment banker. Thriving in a team environment, this banker must possess a solid reputation as a “get it done” business-focused executive known as a driver of bespoke, client-centric solutions.

The successful candidate possesses the following qualities:

1. Proven leadership skills: this executive must be a proven leader with the highest standards of character and integrity.
2. Demonstrated access to clients and leaders in the healthcare sector, being able to leverage the expertise of Ziegler.
3. The ability, in both written and oral presentations, to communicate confidently vision and direction.
4. An undergraduate degree from a well-regarded institution. An MBA degree or a CPA designation is highly desirable.
5. Series 79, and/or 24 designations are desirable.

Personal qualifications

The successful candidate is a mature, confident, innovative, and creative executive who is customer service centric and loyal team member. This senior professional is approachable, highly collaborative, and thrives in a team-oriented culture.

This banker shall possess the following characteristics:

• Results-oriented; pragmatic, hands-on style; a decision maker with bias toward action. Ability to execute aggressively against strategy and be sharply focused on delivery of specific business and performance objectives.
• Focused on processes as well as customer and people management driving efficiency and effectiveness.
• Excellent consultative, collaborative, and influencing communication skills.
• A Ziegler “culture carrier,” a nurturer of key internal constituencies and client relationships.
• Ability to set clear and deliverable goals. Demonstrates resilience, passion, and commitment to deliver and be accountable for the results.
• A thorough though concise communicator of revenue goals and budgets, defining success in terms of results delivered. Solid analytical skills with a disciplined and knowledge-based approach to decision making.
• Adaptive and flexible, capable of moving in a variety of directions while being focused on achieving the required results.
• Gain respect quickly and work well within the Ziegler culture, which emphasizes entrepreneurism, integrity, intelligence, hard work, and partnership.
• Energetic, possessing the fortitude and stamina necessary to lead an organization going through substantive growth.
• High personal standards of ethics and integrity; personal attributes of collaboration, openness, creativity, humility, “scrappiness,” responsibility, empathy, and a sense of humor.
• Able to quickly win the respect of others by sound knowledge, good judgment, and an admirable personal style, throughout our business and recognize that a reputation for honest and fair dealing is a critical asset of our business.

Ziegler is proud to be an equal opportunity workplace dedicated to pursuing and hiring a diverse workforce.