Citizens · 2 days ago
Director, Financial Sponsors Group
Citizens is searching for a Director in their Financial Sponsors Group, seeking a candidate to lead coverage of U.S. middle market financial sponsors. The role involves originating and executing M&A transactions while collaborating with various internal partners to deliver comprehensive banking solutions for clients.
BankingCredit CardsFinancial ServicesFinTechRetail
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
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
Company
Citizens
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 CompanyTotal Funding
$2B2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO
Leadership Team
Recent News
Providence Business News
2025-12-24
2025-12-17
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