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About the Role

The Director/Managing Director, Relationship Manager - Sponsor Finance is responsible for developing and managing Sponsor Finance relationships with middle market private equity firms. This role serves as the primary contact for providing products and services to meet the unique financial needs of private equity clients, collaborating with corporate partners to build and manage full banking relationships. The individual will also act as a Deal team lead, mentoring and guiding less experienced team members.

Responsibilities

Utilizes direct calling and centers of influence (COIs) to develop relationships and generate financing for clients.
Identifies sales opportunities through clients and referral partners.
Stays informed on market and industry trends, and develops strategies based on changing market needs.
Maintains and develops influential relationships within the market to create sales and referral opportunities.
Manages customer and prospect relationships, referring sales partners or other associates as appropriate to carry sales relationships to completion.
Complies 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.
Completes required training by established deadlines.
Works in partnership with underwriting and portfolio management teams to package deals for Credit Administration approval.

Requirements

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
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.

Skills

Microsoft Excel
Financial modeling
Credit analysis
Structuring
Legal requirements
Collateral requirements
Analytical skills
Problem-solving skills
Prioritization
Organization
Coordination
Teamwork
Relationship building
Presentation skills
Written communication
Verbal communication

Location

Texas (Dallas, Houston, Austin)

Work Type

Hybrid

Experience Level

Director/Managing Director

Education Level

Bachelor's Degree
MBA (Preferred)
High School Diploma or GED

Benefits

Competitive, thoughtfully designed and quality benefits program

About the Company

First Citizens offers you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.
First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts.
Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long-term thinking that has spanned generations.
First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
Parent company First Citizens BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $230 billion in assets.
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.