Citizens

Director/Managing Director, Investment Grade Sales

Citizens  •  $300k - $400k/yr  •  Charlotte, NC (Onsite)  •  1 day ago
Apply
AI can make mistakes so check important info. Chat history is never stored.

Job Description

Citizens Capital Markets & Advisory is seeking an experienced Director/Managing Director, Investment Grade Sales to join it’s Sales & Trading platform. This individual will be responsible for building and expanding institutional client relationships, distributing investment grade credit products, providing differentiated market insight, and driving revenue growth across the Investment Grade platform. The successful candidate will serve as a trusted advisor to institutional investors while partnering closely with trading, syndicate, research, and investment banking teams to deliver best-in-class execution and market intelligence. Benchmark responsibilities align with institutional credit sales roles emphasizing client coverage, market color, new issue distribution, and business development.

Key Responsibilities

  • Develop, manage, and expand relationships with institutional investors, including asset managers, insurance companies, pension funds, hedge funds, and other fixed income investors.
  • Drive revenue generation through client coverage, trade execution, idea generation, and proactive distribution of investment grade credit opportunities.
  • Provide clients with timely market color, relative value opportunities, issuer updates, and strategic insights across the investment grade credit market.
  • Partner closely with Investment Grade Trading to facilitate execution and deliver seamless client service.
  • Collaborate with Syndicate and Investment Banking teams on new issue marketing, investor feedback, price discovery, order gathering, allocations, and aftermarket performance.
  • Communicate market intelligence and investor sentiment to banking, syndicate, research, and trading teams to support origination and capital markets activities.
  • Identify opportunities to increase wallet share and deepen client engagement across the broader Fixed Income and Capital Markets platform.
  • Prospect and onboard new institutional relationships while strengthening existing accounts.
  • Represent Citizens Capital Markets at client meetings, industry conferences, and investor events.
  • Mentor junior sales professionals and contribute to a collaborative, client-focused culture.
  • Maintain strict adherence to regulatory, supervisory, and compliance requirements.

Qualifications

  • 10+ years of institutional fixed income sales experience, with significant exposure to Investment Grade Credit.
  • Demonstrated track record of managing and growing institutional client relationships.
  • Deep understanding of investment grade corporate bond markets, primary issuance, secondary trading dynamics, and market structure.
  • Experience marketing credit ideas, executing transactions, and providing value-added market intelligence to sophisticated institutional investors.
  • Strong knowledge of capital markets, issuer fundamentals, credit products, and fixed income investing.
  • Excellent communication, presentation, and relationship management skills.
  • Proven ability to collaborate across sales, trading, syndicate, banking, and research teams.
  • Series 7 and 63 licenses required (or ability to obtain promptly).
  • Established institutional investor relationships preferred.

Hours & Work Schedule

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

Pay Transparency

The salary range for this position is $300,000 to $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 budget, 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

Job Applicant Data Privacy Policy

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.

Citizens

About 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. 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.

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. #MadeReady

Industry
Finance & Insurance
Company Size
10,000+ employees
Headquarters
Providence, Rhode Island
Year Founded
Unknown
Social Media