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Citizens Managing Director, Corporate Finance - FinTech in Boston, Massachusetts


Citizens JMP is seeking a Managing Director to join the Technology/FinTech group within Capital Markets & Advisory (“CM&A”). Citizens JMP is a leading middle market investment bank that supports clients across a focused set of industry sectors (Financial Services, Aerospace Defense & Government Services, Business Services, Consumer, Gaming Lodging & Leisure, Healthcare, Industrials, Technology & Communications, Transportation & Logistics). Because of our selective focus, we are true industry experts and offer unrivaled sector intelligence. We unlock value for our clients through our expertise in sell-side & buy-side advisory, capital raising, capital structure advisory, and financial opinions.

We are seeking a Managing Director with specific experience in the FinTech space and who has established Corporate and Financial Sponsor relationships within the sector. This candidate would facilitate strategic dialogue with existing and new bank clients driving revenue in Mergers & Acquisitions (“M&A”), Equity Capital Markets, and Debt Capital Markets. You would serve as the primary architect of client discussions and presentations, bringing appropriate product partners into situations as needed. This is an attractive opportunity for a senior banker looking for more autonomy, career advancement, and to act as a key contributor within a growing team.

Primary responsibilities include

  • Generate investment banking revenues in various forms with the help of product partners

  • Establish and cultivate long-term relationships at the C-suite level of Medical Technology/Medical Devices clients

  • Present strategic ideas, industry trends and strategic advice to clients.

  • Collaborate on cross-sell efforts with Citizens Commercial Bankers

  • Help in the execution of deals as it relates to offering industry expertise both internally to committees as well as externally to investors

  • Attend industry related conventions and conferences, to establish new and build on existing relationships while identifying industry trends

  • Liaise with internal product partners as well as risk management to deliver the firm to clients while ensuring that appropriate credit and market risks are identified and addressed


  • Demonstrated, long-term client relationships and knowledge of the FinTech industry

  • Minimum 10+ years’ experience in Investment Banking and/or Capital Markets with a top ranked investment bank or commercial bank

  • Proven experience working with Debt and Equity Capital Markets, and leading M&A mandates

  • Effective verbal and written communication and influencing skills

  • Highly organized with ability to multi-task

  • Strong credit acumen preferred.

Education, Certifications and/or Other Professional Credentials

  • Bachelor’s degree from an accredited university

  • Master’s degree preferred, but not required

  • Series 79 & 63 licenses

Hours & Work Schedule

  • Hours per Week: 40

  • Work Schedule: Monday to Friday

Pay Transparency

The salary range for this position is $300,000 - $300,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the 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

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

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

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.