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Responsibilities:
Deeply understand and be able to articulate your clients’ corporate and product strategies, organizational structure, financials, and all recent organizational developments
Navigate and build relationships cross-functionally and across all lines-of-business within client organizations, to identify and monetize opportunities for commercial growth (including with bank-affiliated asset managers)
Identify opportunities to enhance relationship profitability, where applicable
Leverage a robust understanding of the financial intermediary client base to identify emerging needs for solution sets and work with internal partners including Product Management and Client Solutions to deliver solutions to identified business needs
Coordinate closely with Account Management / Client Service to remain abreast of, escalate, and captain resolution of hurdles to client satisfaction
Identify, own, escalate and mitigate all risks derived from the client and deal management process, including market, credit, operational, compliance, and reputational risks (this includes responsibility for the AML/KYC and credit approval processes)
Be familiar with and adhere to Citi’s Code of Conduct
Adhere to all policies and procedures as defined by your role
Qualifications:
15+ years of relevant experience in relationship management or relationship sales
Strong knowledge of Custody, Fund Services, and Execution Services businesses, including custody FX, agency securities lending, and outsourced liquidity management solutions
Deep understanding of clients’ short-term liquidity management needs and applicability of Citi’s solutions
Working knowledge of industry trends and client needs across the financial intermediary segment, including banks, broker-dealers, wealth managers, clearinghouses, FCMs, and custodians
Ability to network within client organizations and develop relationships with decision makers and influencers across various functional areas
Proven analytical and organizational skills, including strong deal economics acumen
Ability to build strong internal partnerships across Citi’s business lines, including Banking, and with key internal constituents including Securities Services Product, Legal, and Risk teams
Demonstration of clear and concise written and verbal communication
Keen risk and control awareness / focus
Education:
Bachelor's degree/University degree or equivalent experience
Anticipated Posting Close Date:
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