Director/Managing Director Relationship Manager-Sponsor
Listed on 2026-06-18
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Finance & Banking
Corporate Finance, Financial Consultant, Financial Manager, Banking & Finance -
Business
Financial Manager, Banking & Finance
Overview
This is a hybrid role with the expectation that time working will regularly take place inside and outside of a company office. This is a role that may only be hired in the following locations:
Texas (Dallas, Houston, Austin).
The role of Director/Managing Director, Relationship Manager - Sponsor Finance is responsible for developing and managing Sponsor Finance relationships with middle market private equity firms.
First Citizens Sponsor Finance provides cash flow and asset based senior debt for private equity-backed transactions in the middle market and lower middle market throughout the United States.
Responsibilities- Develop strong relationships with existing and new Private Equity Sponsors within the middle and lower middle market
- Successfully pitch and win lead mandates for cash flow and ABL financings
- Manage the internal deal process from origination to deal closing working closely with underwriting, risk, operations, legal and capital markets to successfully execute on opportunities for our clients
- Work in partnership with underwriting and portfolio management teams to present deals for Credit Administration approval
- Work /coordinate with the deal team to communicate company performance, follow‑on deal requests and potential amendments requests
- Work/coordinate with First Citizens' Middle Market Banking, Global Fund Banking and other product teams to develop relationships and opportunities for the bank as a whole.
- Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines.
Bachelor's Degree and 10 years of experience in Commercial Banking, Relationship Management, Sales OR High School Diploma or GED and 14 years of experience in Commercial Banking, Relationship Management, Sales
Preferred Education:
MBA
Preferred Area of Study:
Business Administration, Finance, Economics
Preferred Area of
Experience:
Sponsor /Leveraged Finance
- Ten years' experience calling on Private Equity Sponsors as the primary point of contact for Business Development.
- Five or more years' experience in underwriting/financial statement analysis.
- Strong working knowledge of Microsoft Excel and how to build/analyze complex financial models with assumption drivers appropriate for a particular business model and industry.
- Thorough understanding of credit, structuring, legal and collateral requirements.
- Strong analytical and problem-solving skills.
- Ability to prioritize, organize and coordinate responsibilities.
- Ability to work in a team environment and quickly build successful working relationships with co‑workers, business partners and management.
- Effectively communicate with co‑workers, business partners and management through well‑developed presentation, written and verbal skills.
- Willing to travel as needed.
Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at
#LI-Hybrid
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