Director/MD Subscription Finance & Service
Citizens · Charlotte, North Carolina, US
Citizens Bank is seeking a Director or Managing Director to join its Subscription Finance & Services (“SFS”) team. The SFS team manages a portfolio of privat...
Job description
Citizens Bank is seeking a Director or Managing Director to join its Subscription Finance & Services (“SFS”) team. The SFS team manages a portfolio of private equity fund clients of varying sizes, strategy, and complexity. As a senior Relationship Manager, you will serve as the primary banking partner to CFOs, COOs, treasurers, and investment professionals across leading private equity firms. The team delivers fund-level financing solutions, strategic advisory, and holistic banking services. The Relationship Manager will be responsible for originating, structuring, underwriting, and executing subscription credit facilities for sponsors with AUM > $1 billion, while also ensuring relationship coverage across the fund family. Primary responsibilities include: Consistently call on target sponsors in person and develop deep, multi‑level relationships with key decision‑makers Lead coverage of a portfolio of 20–25 sponsor relationships Identify cross‑sell opportunities across Treasury, Capital Markets, FX, and other bank products Lead the full lifecycle of subscription credit facilities, including pitching, term sheet negotiation, structuring, underwriting, documentation, and closing Prep...