Citizens is seeking a highly organized and detail-oriented Business Support Consultant to support the Downstream Energy & Convenience Retail (DER) Group (Matrix Capital Markets, now part of Citizens JMP Securities), a leading M&A advisory platform serving the industries we cover. This role operates within a dynamic investment banking environment, partnering closely with investment bankers and M&A advisors to deliver best-in-class marketing and deal support.
Primary Responsibilities Include
- Conference & Event Coordination
- Manage logistics for industry conferences and events, including registrations, hotel accommodations, meeting schedules, and client/prospect dinners.
- Serve as a central point of contact for conference-related activities and track industry events throughout the year.
- Email Marketing & Campaign Execution
- Coordinate and execute email campaigns (CMPs, Market Updates, Press Releases), including development of distribution lists, formatting, testing, and deployment.
- Partner with Managing Directors to ensure appropriate audience targeting and messaging.
- Perform quality control checks across devices, address feedback, and monitor post-send analytics and campaign performance.
- Digital & Social Media Content
- Translate marketing content into LinkedIn posts, including drafting concise and engaging copy (“blurbs”) aligned with brand standards.
- Coordinate approvals, publish content, and validate live posts for accuracy and formatting.
- Deal Marketing & Client Deliverables
- Partner with Managing Directors on the design, development, and distribution of deal-related materials such as Lucites (tombstones).
- Manage vendor coordination, proofing, approvals, and final delivery logistics, ensuring quality and timely completion.
- Marketing Operations & Content Management
- Support website updates, including posting press releases, market updates, biographies, and marketing materials.
- Coordinate internal communications and ensure alignment across marketing assets and channels.
- Budget & Planning Support
- Coordinate annual marketing and conference budget planning, including research, vendor outreach, and ongoing tracking of expenses and opportunities.
Qualifications, Education, Certifications
- Bachelor’s degree in Marketing, Communications, Business, or a related field preferred
- 3–5+ years of experience in marketing coordination, communications, or event management (in financial services or professional services preferred)
- Strong project management and organizational skills with the ability to manage multiple priorities and deadlines
- Experience with email marketing platforms (e.g., Constant Contact or similar) and campaign analytics
- Proficiency in LinkedIn and social media content management
- Excellent written and verbal communication skills, with high attention to detail and quality control
- Ability to collaborate effectively with senior stakeholders and manage feedback cycles
- Experience coordinating external vendors and managing budgets is a plus
- Familiarity with compliance-driven environments is preferred
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Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: Monday to Friday