Citizens Logo

Citizens

Director/Managing Director, Equity Sales Trader

Posted Yesterday
Be an Early Applicant
In-Office
Boston, MA, USA
250K-300K Annually
Senior level
In-Office
Boston, MA, USA
250K-300K Annually
Senior level
Manage equity order flow for institutional clients, execute trades across phone, email, and FIX channels, provide market insights and execution strategies, and maintain and grow client relationships. The role supports sales efforts, assesses client trading needs, manages assigned accounts, and assists with operational functions. It requires strong financial-market knowledge, electronic trading expertise, and securities licenses.
The summary above was generated by AI

Citizens’ Equity Sales & Trading group is seeking a dynamic Sales Trader to join the team. This individual will manage equity order flow for institutional clients, leveraging technology and market expertise to deliver effective execution and meet client needs. Working closely with position traders, the Sales Trader will support existing client relationships while helping develop new business, with responsibilities spanning sales, trading, execution, and account management. This is an onsite role based in our Boston office.

The Sales Trader will be responsible for receiving and executing equity orders across multiple channels, including phone, email, and dedicated FIX sessions. The successful candidate will maintain a strong understanding of current market trends and communicate market color, trading insights, and execution strategies to clients in a clear and professional manner. They will assess each client’s trading objectives, style, and execution needs to determine the most appropriate trading strategy and provide a high level of client service.

Primary responsibilities include

  • 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

Qualifications, Education, Certifications and/or Other Professional Credentials

  • 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
  • Bachelor’s degree in finance or related field, or equivalent experience.
  • 5+ years’ experience in equity trading
  • Series 7, 63 and 55 licenses (or equivalent) required

Hours & Work Schedule

  • Hours per Week: 40 +
  • Work Schedule: Monday to Friday 

Pay Transparency 

The salary range for this position is $250,000 to $300,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.  ​

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

About Us

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.


Citizens Boston, Massachusetts, USA Office

28 State St, Boston, MA, United States, 02109

Citizens Dedham, Massachusetts, USA Office

Dedham, United States

Citizens Westwood, Massachusetts, USA Office

Westwood, United States

Similar Jobs

13 Minutes Ago
Hybrid
Lexington, MA, USA
177K-278K Annually
Senior level
177K-278K Annually
Senior level
Healthtech • Software • Analytics • Biotech • Pharmaceutical • Manufacturing
Leads the site Business Excellence function across operational excellence, portfolio and project management, learning, risk management, crisis management, and business continuity. Develops strategy deployment, continuous improvement, Lean and Six Sigma initiatives, training programs, performance management, and value creation projects in a regulated biopharmaceutical manufacturing environment. Oversees up to 20 employees, budgets, site KPIs, compliance, governance, and annual operating profit improvements while advising site leadership.
Top Skills: CgmpGxpLean Six SigmaMesSAP
49 Minutes Ago
Remote or Hybrid
United States
Mid level
Mid level
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Leads aftersales performance across an assigned dealership district by driving revenue, customer retention, customer experience, and KPI achievement. Advises dealer leadership, executes GM customer care and aftersales initiatives, analyzes operational and performance data, develops business plans, improves service lane traffic, and resolves warranty and customer concerns. The role requires frequent territory travel, strong automotive service and parts knowledge, Excel proficiency, and the ability to legally operate a motor vehicle.
Top Skills: Excel
51 Minutes Ago
Remote or Hybrid
United States
88K-141K Annually
Senior level
88K-141K Annually
Senior level
Automotive • Big Data • Information Technology • Robotics • Software • Transportation • Manufacturing
Leads GM’s Total Rewards Portal strategy, content governance, digital communications, and cross-functional project delivery. Develops roadmaps, audience-centered content, campaigns, editorial calendars, and accessibility standards. Manages stakeholders, vendors, approvals, and portal enhancements while measuring engagement through analytics, feedback, and reporting. Uses insights to improve content discoverability, employee understanding, portal adoption, and the overall Total Rewards experience.
Top Skills: Ai-Enabled Content ToolsContent Management SystemsPortal AnalyticsWeb Analytics

What you need to know about the Boston Tech Scene

Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.

Key Facts About Boston Tech

  • Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
  • Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
  • Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
  • Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account