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Citi Group Sales Support Specialist Securities Services 
United States, Massachusetts, Boston 
331157238

19.07.2024

The ‘must haves’ that will be core to your role:

  • Excellent English language editorial/writing skills which allow you to develop a strong story that is commercially orientated
  • An interest in learning or deepening your understanding of Securities Services
  • Attention to detail
  • Excellent communication skills
  • An analytical mindset and ability to prioritise
  • Experience juggling multiple demands where you had to leverage your exceptional time management skills
  • Working experience with Word, Excel and PowerPoint

The nice to haves – but not essential:

  • Securities Services/Financial Services knowledge
  • Experience of working on sales proposal/pitching documents including RFPs and DDQs
  • Experience of Qvidian
  • Experience synthesising complex product and/or solutions into easy to understand content and messages
  • An innovative eye for upgrading content and the style in which it’s delivered
  • Any experience in sales/operations/implementation world
  • Brand guardianship experience

Personal qualities that will stand you in good stead in this working environment:

  • Collaborative nature/team player
  • Determination
  • Patience
  • Willingness to ask for assistance
  • Resilience
  • Desire to constantly be learning and improving

Running a sales proposal or DDQ or pitch includes some or all of the following:

  • Driving or participating in project planning sessions with a focus on:
    • Agreeing client solutions and key benefits messaging
    • Determining SME participation
    • Creating a project plan including providing clarity on timings and deliverables with the key contributors – including but not limited to sales enablement team, sales, product management, operations, subject matter experts and senior management
  • Management of projects end to end (or engagement on) driving everyone involved to meet the client deadline - often requiring significant amounts of coordination
  • Developing answers/content to ensure client questions are answered – potentially including re-writing/editing information received from other departments and liaising with SMEs to ensure the questions are answered in full and in line with agreed solution/messaging
  • Ensure brand integrity across all content and documents

In addition you will be involved in strategic projects to support the broader team goals including but not limited to:

  • Content development and improvement
  • Data analysis to support business/segment growth strategies
  • Senior management reporting
  • Driving innovation – i.e. looking at new ways of presenting information/solutions/content or leveraging current tools in better ways
  • Process improvements to support developing best practices

We are a team built of various levels of expertise and experience covering Securities Services and beyond. Our success is contingent on us delivering both individually and as a team and we work hard to share the workload and support our colleagues whenever necessary. You will also have:

  • The opportunity to build deep knowledge of the Securities Services Business
  • Support of an engaged and close team – our success is built on a cohesive team spirit
  • Clear development plans to support your career aspirations
  • The chance to use your skills to directly impact the business goals

Salary: Competitive salary and benefits package offered and aligned to experience.

Institutional SalesInstitutional Sales Support

Full timeBoston Massachusetts United States$74,390.00 - $103,810.00


Anticipated Posting Close Date:

Jul 24, 2024

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