Managing Director, Corporate Finance - Financial Institutions Group (Mortgage Finance)
Commercial Banking
Charlotte, North Carolina; New York, New York; Atlanta, Georgia
Description
Citizens is seeking a Managing Director to join the Financial Institutions Group (“FIG”) within Capital Markets & Advisory (“CM&A”). Citizens CM&A is a leading middle market investment bank that supports clients across a focused set of industry sectors (Financial Services, Aerospace Defense & Government Services, Business Services, Consumer, Gaming Lodging & Leisure, Healthcare, Industrials, Technology & Communications, Transportation & Logistics). Because of our selective focus, we are true industry experts and offer unrivaled sector intelligence. We unlock value for our clients through our expertise in sell-side & buy-side advisory, capital raising, capital structure advisory, and financial opinions.
We are seeking a Managing Director who has specific experience in the mortgage finance (covering mortgage originators, mortgage REITs, and mortgage services) space and would come in with established Corporate and Financial Sponsor relationships within the sector to help facilitate strategic dialogue with existing and new bank customers leading to fees in Mergers & Acquisitions (“M&A”), Equity Capital Markets, Debt Capital Markets, Global Markets (FX and hedging), and/or general advisory. You would serve as the primary architect of client discussions and presentations, bringing appropriate product partners into situations as needed. This is an attractive opportunity for a senior banker looking for more autonomy, career advancement, and to act as a key contributor within a newly formed group.
Primary responsibilities include
- Generate investment banking revenues in various forms with the help of product partners
- Establish and cultivate long-term relationships at the C-suite level of mortgage finance clients
- Architect strategic ideas, research industry notes and trends to present to clients as well as internal risk management.
- Collaborate on cross-sell efforts with Citizens Commercial Bankers
- Help in the execution of deals as it relates to offering industry expertise both internally to committees as well as externally to investors
- Attend industry related conventions and conferences, to establish new and build on existing relationships while identifying industry trends
- Liaise with risk management to ensure that appropriate credit and market risks are identified and addressed leading to sustainment of a high level of trust and confidence with risk management colleagues as well as senior management
Qualifications
- Demonstrated, long-term client relationships
- Minimum 10+ years’ experience in Investment Banking and/or Capital Markets with a top ranked investment bank or commercial bank
- Proven experience working with Debt and Equity Capital Markets, and leading M&A mandates
- Effective verbal and written communication and influencing skills
- Highly organized with ability to multi-task
- Strong credit acumen with superior market risk knowledge
Education, Certifications and/or Other Professional Credentials
- Bachelor’s degree from an accredited university
- Master’s degree preferred, but not required
- Series 79 & 63 licenses
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: Monday to Friday
Pay Transparency
The salary range for this position is $300,000 to $400,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens), provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability, or history or record of a disability, ethnicity, gender, gender identity or expression, transgendered and transitioning individuals, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens we are committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be treated with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. We perform our best so we can do more for our customers, colleagues, communities and shareholders.
Background Check
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.
Benefits
We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.
View BenefitsAwards We've Received

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

Disability Equality Index Best Places to Work for People with Disabilities

Fair360 Top Regional Company

FORTUNE’s World’s Most Admired Companies

Human Rights Campaign Corporate Equality Index 100 Award

Military Friendly® Employer

Age-Friendly Institute's Certified Age-Friendly Employer

Bloomberg Gender Equality Index, Standout

Forbes America's Best Large Employers
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