Director / Managing Director, Investment Grade Sales
At a glance
Leadership Sales Leadership role at Citizens Financial Group. Charlotte · full-time · $300,000–$400,000 base.
growthroles summary, based on the employer's posting.
What you'll do
- Build and grow institutional investor accounts, covering asset managers, insurers, pension funds, hedge funds and other fixed income buyers
- Generate sales by executing trades, sharing credit ideas and placing investment grade opportunities with clients
- Give investors market color, relative-value views, issuer news and strategic perspective on investment grade credit
- Coordinate with trading, syndicate and banking teams on execution, new-issue marketing, investor feedback and order gathering
- Develop new accounts, increase business with existing clients, represent the platform at investor events and mentor junior sellers
What you bring
- At least ten years in institutional fixed income sales, with substantial investment grade credit exposure
- A record of expanding institutional investor relationships and delivering credit ideas, trades and market insight
- Strong knowledge of corporate bond markets, issuance, secondary trading, credit products and fixed income investing
- Series 7 and 63 licenses, or the ability to secure them promptly
Who this fits
This director or managing director role suits an experienced institutional credit salesperson who can manage senior client relationships and mentor junior sellers. The schedule is Monday through Friday, with a stated workload of forty or more hours per week. The stated salary range is $300,000 to $400,000 per year, with an opportunity for an annual discretionary bonus.
From the employer
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.
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