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Director/Managing Director - Financial Sponsors Group

Commercial Banking

New York, New York; Atlanta, Georgia; Boston, Massachusetts; Charlotte, North Carolina

Description

Citizens is currently searching for a Managing Director or Director in our Financial Sponsors Group with a desire to work in an entrepreneurial, growing organization. This person would be responsible for leading coverage of 25 to 30 U.S. middle market financial sponsors. You would work closely with partners in M&A and Corporate Finance industry coverage with a primary focus on originating and executing sellside and buyside M&A transactions for your financial sponsor client base. Depending on your clients and their portfolio activity, you may also work with Citizens’ partners in Debt Capital Markets, Equity Capital Markets, Global Markets (interest rate derivatives and FX), Private Banking and Wealth, Structured Products, Treasury Management or other groups to holistically deliver the bank for your sponsor clients. This is an attractive opportunity for a senior banker looking for more autonomy, career advancement, and to be a key contributor within a rising, fast-paced group with competitive pay and benefits.

Primary responsibilities include

  • Relationship management throughout the entire firm for each of your sponsors, including senior partners and firm management, investment teams, business development (where applicable), capital markets (where applicable) and finance / accounting. 

  • Maintain consistent engagement with key personnel at each sponsor in close coordination with internal coverage and product partners. Proactively cover relevant individuals, their portfolio companies and key investment focus areas to drive strategic dialogue and position Citizens to originate and execute M&A advisory, DCM / Debt placements and other opportunities. 

  • 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’ coverage and product bankers
  • Prepare and present offering materials to potential investors, negotiate critical structural elements with client and investors
  • Attend industry related conferences to support existing relationships and foster new relationships 
  • Liaise with risk management to ensure that appropriate credit and market risks are identified and addressed 
  • Maintain effective license to operate by sustaining a high level of trust and confidence by senior line and risk management

Qualifications

  • Demonstrated, long-term client relationships with Financial Sponsors
  • Minimum 10+ years’ experience in Investment Banking and/or Capital Markets with a top ranked investment bank or commercial bank
  • Proven transaction experience across M&A advisory, debt capital markets and/or equity capital markets
  • Understanding of how to work with key coverage and product partners to proactively lead with value-added ideas to identify, win and executed on transaction opportunities. 
  • 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 

  • 4-year degree from an accredited university
  • Master’s degree preferred, but not required
  • Series 79 & 63 licenses

Pay Transparency

The salary range for this position is $300,000 - $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, 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) provide 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, 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 all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

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 Benefits

Awards We've Received

2023

Age-Friendly Institute’s Certified Age-Friend Employer

2025

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

2025

Disability:IN Best Places to Work for Disability Inclusion

2025

Human Rights Campaign Corporate Equality Index 100 Award

2024

Fair360 Top Regional Company

2024

FORTUNE’s World’s Most Admired Companies

2024

Military Friendly® Employer

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