Director, Equity Research Publishing & Operations

Citizens Wealth Management; San Francisco (CA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Retirement benefits

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens JMP Securities seeks an experienced Director of Research Publishing to lead the production, review, supervision, and distribution of equity research. You will ensure content is high-quality, accurate, and presented professionally while meeting regulatory standards.

You will build and guide a high-performing publishing team, collaborate with Citizens CM&A platform stakeholders, and maintain rigorous risk controls and policies to support client-focused research output.

Qualifications

• 10+ years of experience in Research Publishing (preferably Equity) and Supervisory Analyst functions.
• Proven experience leading publishing operations, supervisory review processes, or research production teams
• Strong understanding of research publishing workflows, regulatory requirements, control frameworks, and risk management
• Exceptional qualitative and quantitative skills, including writing, editing, proofreading, and content review skills, with a strong command of high-quality research presentation standards
• Demonstrated ability to manage complex, high-volume workflows with precision, urgency, and sound judgment
• Strong communication, stakeholder management, leadership, and team management and development capabilities
• Hands-on expertise with the BlueMatrix research publishing and distribution platform required
• BA/BS degree, preferably in English or Journalism
• FINRA Series 24 with either Series 16 or Series 87 licenses required

Responsibilities

• Lead the full research publishing lifecycle, including editorial review, supervisory oversight, production workflow, and distribution timelines
• Oversee the editing, approval, and publication of company reports, industry notes, thematic research, and other client-facing materials
• Maintain strong adherence to FINRA regulations, internal policies and risk controls, and supervisory review requirements
• Manage important elements of publishing systems, distribution processes, quality standards, and operational best practices
• Serve as a key partner to Citizens CM&A platform’s relevant stakeholders
• Build, manage, and develop/coach a high-performing publishing team focused on quality, accuracy, responsiveness, timeliness, and continuous improvement

Skills

Leadership

Stakeholder management

Editorial review

Regulatory knowledge

Editing & proofreading

Content review

Project management

Communication

Team development

Education

BA/BS in English or Journalism

Tools

BlueMatrix

Job description

Citizens JMP Securities seeks an experienced Director of Research Publishing to lead the production, review, supervision, and distribution of equity research. You will ensure content is high-quality, accurate, and presented professionally while meeting regulatory standards.

You will build and guide a high-performing publishing team, collaborate with Citizens CM&A platform stakeholders, and maintain rigorous risk controls and policies to support client-focused research output.