Full-Time
Sales Trader Director
Equity Trading
Citizens Financial Group
51-200 employees
Middle-market M&A advisory for strategic transactions
Compensation Overview
$150k - $275k/yr
New York, NY, USA
In Person
Bachelor's
 Quantitative Finance (1) |
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 Finance & Banking (1) |
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- Strong analytical skills with a good understanding of financial markets
- Ability to understand complex market structures and electronic trading
- Ability to perform in a dynamic trading environment
- Proficient in Microsoft Word, Excel and PowerPoint
- Excellent communication and organizational skills
- Bachelor7s degree in finance or related field, or equivalent experience.
- 5+ years9 experience in equity trading
- Series 7, 63 and 55 licenses (or equivalent) required
- Handle trading activity from assigned client base
- Support full client base as needed
- Directly and indirectly participate in Sales efforts
- Manage client relationships with an eye towards maintaining and growing revenue
- Assist with Operational functions as needed
Citizens M&A Advisory helps middle-market firms, private equity sponsors, and private owners with buy-side and sell-side mergers and acquisitions, plus other strategic deals. It uses sector expertise in technology, healthcare, and digital infrastructure, supported by Citizens Bank’s resources and by strategic hires like DH Capital. The team guides clients through a structured process—from goal setting to identifying targets or buyers, negotiating terms, and closing with bank support. Its approach combines client relationships, sector intelligence, and coordinated advisory across deals to align with clients’ strategic and financial objectives.
Company Size
51-200
Company Stage
IPO
Headquarters
Providence, Rhode Island
Founded
1828
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Simplify's Take
What believers are saying
- Q2 2026 EPS hit $1.30, and fee revenue reached a record.
- Management said middle-market deal activity is improving in July 2026.
- Citizens repurchased $300 million of stock in Q1 2026, signaling capital confidence.
What critics are saying
- Citizens still faces third-party data-incident scrutiny from April 2026.
- Matrix and DH Capital integration can distract bankers during client pitch cycles.
- A downturn in middle-market M&A quickly exposes Citizens' advisory growth story.
What makes Citizens Financial Group unique
- DH Capital gave Citizens digital infrastructure expertise in 2022.
- Matrix Capital Markets added downstream energy and convenience retail coverage in March 2026.
- Citizens Capital Markets & Advisory won mandates on Till Financial and Ondas deals in 2026.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
Flexible Work Hours
Tuition Reimbursement
Wellness Program
Paid Vacation
Paid Sick Leave
Company News
Citizens Financial Group reported second quarter 2026 net income of $587 million, up 35% year-over-year, with earnings per share of $1.30, up 41% year-over-year and 15% quarter-over-quarter. The Providence, Rhode Island-based bank, which has $233.8 billion in assets, attributed the results to strong revenue growth and favourable credit performance. Chairman and CEO Bruce Van Saun highlighted progress on strategic initiatives, including growth in the Private Bank, record wealth fees, and record second quarter fees in capital markets. The company also announced successful launch of a new consumer mobile platform and progress on its "Reimagine the Bank" initiative. Citizens' board declared a quarterly dividend of $0.46 per share, payable on 13 August 2026 to shareholders of record on 30 July 2026.
The First Amendment is an important contractually binding document that modifies certain provisions of the original Credit Agreement between CareCloud, Inc., its subsidiaries, and Citizens Bank, N.A. The amendment was executed to address new requirements related to acquisitions and reporting obligations under the credit facility.
Safety Insurance Group has doubled its revolving credit facility with Citizens Bank to $100 million from $50 million, extending maturity to June 2031. The additional capacity remains undrawn, providing enhanced liquidity flexibility rather than immediate leverage. The expansion supports the property and casualty insurer's capital management programme, including dividends and share buybacks, though recent performance has been uneven with a Q1 2026 net loss. The company's investment case centres on disciplined underwriting and balance sheet conservatism rather than rapid profit growth. Analysts note profitability risks and relatively high valuation multiples compared to insurance peers. The Simply Wall St Community estimates fair value at $60.83 per share, suggesting current prices may be extended by 14%. The credit facility amendment provides a prudent backstop amid ongoing earnings volatility.
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