Director/Managing Director - Financial Sponsors Group jobs in United States
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Citizens · 4 hours ago

Director/Managing Director - Financial Sponsors Group

Citizens is currently searching for a Managing Director or Director in their Financial Sponsors Group, seeking an entrepreneurial leader to manage relationships with U.S. middle market financial sponsors. The role involves originating and executing M&A transactions while collaborating with various internal partners to provide comprehensive banking services to clients.

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H1B Sponsor Likelynote

Responsibilities

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

Qualification

Client relationshipsInvestment Banking experienceM&A advisory experienceDebt Capital MarketsEquity Capital MarketsCredit acumenCommunication skillsMulti-tasking abilityResearch skillsInfluencing skillsRisk managementIndustry knowledgeLicenses (Series 79 & 63)Organizational skillsNegotiation skillsPresentation skillsTeam collaborationStrategic thinking

Required

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
4-year degree from an accredited university
Series 79 & 63 licenses

Preferred

Master's degree preferred, but not required

Benefits

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs
Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2020 (1)

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Company data provided by crunchbase