Director of Research Publishing

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

Description

Citizens JMP Securities is seeking an experienced Director of Research Publishing to oversee the production, review, supervision, and distribution of equity research. This individual will play a critical leadership role in ensuring research content is high-quality, accurate, professionally presented, timely and aligned with regulatory requirements, internal policies, and business standards.

Citizens JMP Securities is seeking an experienced Director of Research Publishing to oversee the production, review, supervision, and distribution of equity research. This individual will play a critical leadership role in ensuring research content is high-quality, accurate, professionally presented, timely and aligned with regulatory requirements, internal policies, and business standards.

Primary Responsibilities Include

• 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

Qualifications, Education, Certifications And/or Other Professional Credentials

• 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

Hours & Work Schedule

• Hours per Week: 40


• Work Schedule: Monday - Friday

Pay Transparency

The salary range for this position is $200,000 to $250,000 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, 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 (opens in new window).

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.