Director/Managing Director, Investment Grade Sales

Citizens Bank; Charlotte (NC); On-site; USD 300,000 - 400,000; Full time

Job summary

Citizens Bank's Capital Markets & Advisory group seeks an experienced Director/Managing Director, Investment Grade Sales to lead client coverage of institutional investors and drive revenue growth across the investment grade platform.

You will partner with trading, syndicate, research, and investment banking to deliver best-in-class execution, market insight, and tailored credit ideas, while mentoring senior and junior team members.

Qualifications

• 10+ years of institutional fixed income sales experience.
• Proven 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.

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.

Skills

Institutional sales

Relationship mgmt

Fixed income

Credit products

Market insights

Compliance

Series 7/63

Job description

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 factorsincluding 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.

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.