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Managing Director Relationship Manager-Sponsor

First Citizens Bank
United States, Texas, Dallas
5950 Sherry Lane (Show on map)
Aug 24, 2026
Overview This position is responsible for acquiring and managing and enhancing Sponsor Finance relationships. Develops and maintains an active prospect list, client outreach plan and quality referral sources. The Managing Director role is the primary contact to provide products and services which support the unique financial needs of clients. Providing a single point of contact for financial sponsors to access the Bank's cash flow and asset-based lending solutions as well as debt capital markets and treasury management. This position collaborates with various corporate partners to build and manage full banking relationships. May act as a team lead, mentor or resource for less experienced team members. Responsibilities & Qualifications Duties & Responsibilities: Sales & Marketing - 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. Relationship Development - 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. Operations and Administration - 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. Loan Support - Works in partnership with underwriting and portfolio management teams to package deals for Credit Administration approval. Qualifications: Minimum Required Education and Experience: Bachelor's Degree and 10 years' experience OR High School Diploma or GED/Equivalent and 14 years' experience in Commercial Banking, Relationship Management, Sales Preferred Education:MBA Preferred Area of Study:Business Administration, Finance, Economics Preferred Area of Experience:Sponsor Finance Required Licenses or Certifications: Preferred Licenses or Certifications: Additional Information 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 PreferredArea of Experience: Sponsor /Leveraged Finance Preferred Skills: 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. Ability to prioritize, organize and coordinate responsibilities. 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 https://jobs.firstcitizens.com/benefits. #LI-Hybrid