Director/Managing Director Capital & Strategic Advisory

Citizens is currently seeking a Director/Managing Director Strategic Advisory to join our Capital Markets & Advisory (CM&A) -Markets team. The role serves as a senior strategic advisor to internal partners and middle‑market business owners including family‑held and entrepreneur‑led companies. In this role you will source originate and execute investment banking transactions by leveraging deep internal partnerships industry expertise and long‑standing client relationships. As the primary liaison for Middle Market Commercial Banking you will partner with CM&A to identify originate and execute strategic opportunities for Middle Market corporate customers.  You will deliver holistic transaction guidance across M&A capital raising recapitalizations and other strategic alternatives while representing Citizens in client‑facing and internal educational settings. This role is ideal for a seasoned strategic advisor with strong middle‑market experience exceptional relationship instincts and the ability to translate commercial banking activity into actionable CM&A opportunities.

Primary responsibilities include

• Serve as the primary liaison between Commercial Banking and CM&A to ensure tight alignment clear communication and consistent qualifications of potential opportunities. 

• Vet and qualify leads originating from Commercial Banking evaluating strategic fit client readiness and transaction feasibility before connecting opportunities to the CM&A platform. 

• Partner with commercial banking and wealth teams to deliver strategic guidance to middle‑market business owners exploring growth succession and liquidity planning. 

• Build strong trust‑based relationships with family‑owned entrepreneur‑led and privately held businesses to understand goals transition needs and long‑term objectives. 

• Advise clients on a broad suite of strategic alternatives including M&A recapitalizations minority and majority capital solutions and capital‑raising options. 

• Drive new advisory opportunities through proactive outreach thought leadership and targeted client engagement.

• Maintain an active transparent pipeline to support ongoing deal flow and ensure alignment across internal partners. 

• Provide market insights valuation perspectives and subject‑matter expertise to internal partners and clients. 

• Collaborate with product specialists to identify qualified buyers investors and Capital partners and support execution through the full deal lifecycle. 

• Ensure an exceptional client experience through strategic advocacy high‑touch engagement and clear consistent communication.

   

Qualifications Education Certifications and/or Other Professional Credentials

• 8+ years of experience advising middle‑market companies on strategic transactions including M&A capital raising and other corporate finance solutions. 

• Strong understanding of commercial banking relationship management models credit dynamics and how strategic opportunities emerge within banking portfolios. 

• Experience presenting market insights developing educational content or acting as a subject‑matter expert. 

• Proven ability to vet qualify and prioritize inbound opportunities within a large financial institution or investment banking environment. 

• Exceptional relationship‑building and influencing skills with the ability to collaborate effectively across Commercial Banking Wealth and CM&A teams. 

• Excellent communication skills; comfortable engaging with business owners executives internal partners and external stakeholders. 

• Series 79 & 63 licenses required

   

Hours & Work Schedule

• Hours per Week:  40 +
• Work Schedule:  Monday to Friday

Pay Transparency 

The salary range for this position is $250000 to $300000 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.

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.

Equal Employment and Opportunity Employer

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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.

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828 we’re committed to providing solutions and expertise that support our customers clients colleagues and communities in what’s next on their own unique journey. We invest in the humans who build the logic ideas and innovations that bring new technologies to life. Investments in AI cloud computing machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. 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. Whether you’re considering banking with us or looking to work with us you’ll find a customer-centric culture and a supportive collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits plus a diverse culture of people and perspectives we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving and we believe you can too.

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