Business Support Consultant

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

Hours & Work Schedule

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

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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.

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