What are the responsibilities and job description for the Director, Investment Banking - Financial Institutions Group (FIG) position at Citizens?
Description
Citizens is seeking a 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 Director who has specific experience in FIG/mortgage finance 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 banker looking for more autonomy, career advancement, and to act as a key contributor within a newly formed group.
Primary Responsibilities Include
The salary range for this position is $250,000 to $275,000 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) 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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 05/03/2025
Citizens is seeking a 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 Director who has specific experience in FIG/mortgage finance 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 banker looking for more autonomy, career advancement, and to act as a key contributor within a newly formed group.
Primary Responsibilities Include
- Architect strategic ideas, research industry notes and trends to present to clients as well as internal risk management.
- Establish and cultivate long-term relationships at the C-suite level within FIG sector. Experience in Mortgage Finance, including relationships with mortgage originators, mortgage REITs, and mortgage services, is desirable.
- Collaborate on cross-sell efforts with Citizens Corporate Bankers into the FIG client base.
- Help prepare and present offering materials to potential investors, lenders, and rating agencies; negotiate critical structural elements on behalf of the client with investors and lenders.
- 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.
- Maintain effective license to operate by sustaining a high level of trust and confidence with senior line and risk management.
- Minimum 8 years' experience in Investment banking and/or Capital Markets with a top ranked investment bank, M&A boutique, or commercial bank
- Demonstrated, long-term client relationships in the Capital Markets FIG sector
- Proven experience working with Debt and Equity Capital Markets, and leading M&A mandates
- 4 year degree from an accredited university
- Master's degree preferred, but not required
- Series 79 & 63 licenses
- Effective verbal and written communication and influencing skills
- Highly organized with ability to multi-task
- Strong credit acumen with superior market risk knowledge
- Hours per Week: 40
- Work Schedule: Monday to Friday
The salary range for this position is $250,000 to $275,000 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) 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.
Why Work for Us
At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth
Posting End Date: 05/03/2025
Salary : $250,000 - $275,000
