Banamex - Director de Planeación Financiera

Citigroup; Ciudad de México; On-site; MXN 900,000 - 1,100,000; Full time

Job summary

Citi in Mexico City is seeking a Sales Support Specialist to provide on-desk support to the sales force, focusing on RFP/RFI responses, proposal coordination, and client experience improvements.

The role requires 10+ years of experience, strong communication and project management skills, and advanced Excel abilities, with collaboration across Legal, Compliance, Risk, and Finance to ensure governance and smooth onboarding. Bachelor's degree is required; Master's preferred.

Qualifications

• 10+ years of experience in sales support or related fields.
• Advanced knowledge of Investor Services and/or traditional asset manager business.
• Proficient in Microsoft Office with an emphasis on MS Excel.

Responsibilities

• Provide on-desk support to the sales force for improved client experience and sales efficiency.
• Coordinate the creation and timely delivery of responses to RFPs, RFQs, and RFIs.
• Work with Legal, Compliance, Risk, Audit and Finance to ensure governance and control in all responses.

Skills

Sales support

Marketing experience

Investor Services knowledge

MS Excel

Project management

Communications

Education

Bachelor's degree

Master's degree preferred

Tools

MS Excel

CRM systems

Job description

The Sales Support Specialist is a strategic professional who closely follows latest trends in their field, adapting them to their job and business. Recognized as a subject matter expert with strong commercial awareness, this role is an acknowledged authority within and outside its area of expertise. It requires excellent communication skills for internal negotiation at a senior level, with some external communication typically needed. This role provides advanced judgment and conducts in-depth quantitative/qualitative analysis to solve problems and develop innovative solutions, often requiring thinking beyond existing solutions. This role has a significant impact on a function and/or business by making decisions that determine technical approaches and strategies for the area, and handles staff management issues, including resource management and work allocation within the team/project. Additionally, this Sales Support role provides on-desk support to the sales force, focusing on improved client experience and sales efficiency. It requires technical product knowledge, an understanding of end-to-end infrastructure, and exposure to clients, internal stakeholders, control groups, and senior leadership.

Responsibilities:

• Sales Support Specialist provides sales support coverage across all PFSS products globally, specifically around the creation and maintenance of RFP, RFI and DDQ responses and pitchbooks
• This particular role directs the creation and timely delivery of responses to prospective client proposals, coordinating closely with sales and client executive leads
• Individual should coordinate all necessary aspects of RFP/RFI/DDQ responses, ensuring questions are addressed accurately and the response is submitted in a timely manner
• Responsible for coordinating with subject matter experts to ensure standard responses held within relevant systems and content library are kept current and accurate
• Individual ensures information in responses is consistent with business goals and strategic messaging, as well as aligned with the specific needs of the client or prospect
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm's reputation
• Be familiar with and adhere to Citi's Code of Conduct and the Plan of Supervision for Markets and Services
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
• Support onboarding through cross-functional coordination, proactively driving interactions with partners firm-wide
• Pre-trade support to ensure clients are "Ready to Trade" (e.g., KYC, legal, onboarding & pipeline management/prioritization, Regulatory, tax, credit capacity and facility setup oversight)
• Support requests for proposals (RFP's), requests for quotes (RFQ's), and requests for information (RFI's)
• Serve as point of contact for all escalation (e.g., margin disputes, data discrepancies, settlement)
• Optimize processes through root cause analysis (e.g., client onboarding and trade execution)
• Re-engineering / automation of high impact processes to improve sales / client experience

Qualifications:

• 10+ years of experience
• Sales support and/or marketing experience
• Advanced knowledge of the Investor Services and/or traditional asset manager business
• Proficient in Microsoft Office with an emphasis on MS Excel
• Proven communications and project management skills

Education:

• Bachelor's/University degree, Master's degree preferred

Job Family Group:

Institutional Sales

Job Family:

Institutional Sales Support

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

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