Account Manager, Prime Services Future and Derivatives Clearing, Assistant Vice President

Citi; New York (NY); On-site; USD 98,960 - 148,440; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident and disability insurance

Wellness programs

Paid time off packages

Job summary

Citi is seeking an Account Manager in New York, responsible for enhancing the client footprint across Prime Services and driving organic revenue growth. You will engage with clients to understand their strategies and ensure satisfaction, while working alongside various stakeholders.

The ideal candidate should have 3-5 years of experience in Futures, OTC Clearing, and FX Prime Brokerage, with strong communication and organizational skills. The role requires a bachelor's degree and may involve travel.

Qualifications

• 3-5 years prior experience in Futures, OTC Clearing and/or FX Prime Brokerage.
• Strong understanding of risk and control, preferably in the context of the FDC businesses.
• Cross product knowledge covering Futures, Equities, Fixed Income, FX and Cleared Swaps.
• Understanding of global markets, including market regulations and operational procedures.
• Prior experience in a client-facing role is a plus.
• Willing to Travel for Business.
• FINRA Series SIE, 3, 7, and 63 will be required.

Responsibilities

• Defend and grow client Futures, OTC Clearing and FXPB revenues.
• Lead existing client relationships as a senior point of contact.
• Understand the client wallet, driving organic growth.
• Host periodic client reviews to determine overall satisfaction.
• Partner with clients on expansion into new markets and products.
• Ensure that clients adhere to prescribed risk parameters.

Skills

Self-motivated with strong organizational skills

Excellent written and verbal communication skills

Attention to detail

Superior analytical and problem-solving skills

Natural curiosity and willingness to learn

Conversational in Spanish and/or Portuguese

AI proficiency

Education

Bachelor's degree/University degree or equivalent experience

Job description

The Account Management group within Prime Services is responsible for the overall client experience. The Account Manager should fully understand the strategies executed by their clients and the revenue opportunity for Citi, while looking to leverage the relationship to enhance the client footprint both within FDC and across Prime Services. At all times the priority, content and diversity of the work is dictated by the direction and demands of our clients.

The Account Manager is responsible for defending and driving organic revenue growth, maintaining overall client satisfaction, and promoting client participation across the Futures, OTC Clearing & FX Prime Brokerage product suite (FDC). The Account Manager is also tasked with fostering client efficiency from both a returns and an operational best practice perspective.

Responsibilities

• Defend and grow client Futures, OTC Clearing and FXPB revenues with a focus on profitability and returns.
• Lead existing client relationships serving as a senior point of contact for new opportunities and escalations.
• Know Your Client – Structure, Strategies, and Service needs.
• Understand the client wallet, driving organic growth while identifying opportunities for cross‑selling across Prime Services.
• Host periodic client reviews to determine overall client satisfaction.
• Partner with clients on expansion into new markets and products. Work with partners in technology and product to realize client asks and monetize new opportunities.
• Work in partnership with both the client and internal stakeholders to ensure Citi is a top 3 provider.
• First line of defense to ensure that clients adhere to prescribed risk parameters, working with In Business Risk, and independent Credit Risk management coverage.

Qualifications

• At least 3‑5 years prior experience in Futures, OTC Clearing and/or FX Prime Brokerage.
• A strong understanding of risk and control, preferably in the context of the FDC businesses.
• Cross product knowledge covering Futures, Equities, Fixed Income, FX and Cleared Swaps.
• Understanding of global markets, including market regulations and operational/settlement procedures.
• Prior experience in a client facing role is a plus.
• Willing to Travel for Business.
• FINRA Series SIE, 3, 7, and 63 will be required.

Skills

• Self‑motivated with strong organizational skills.
• Excellent written and verbal communication skills and the confidence to engage in client meetings and discussions.
• Attention to detail and the commitment to deliver excellent service to a demanding global client base.
• Superior analytical and problem‑solving skills, coupled with a sense of ownership in defining and implementing solutions to client requests / challenges.
• Strong intellectual grasp of the industry, with the ability to anticipate organizational response to future changes in line with the demands of the business and client base.
• Natural curiosity, willingness, and motivation to maintain a steep learning curve.
• Ability to develop deep, broad, and responsive/engaged relationships.
• AI proficiency a plus.
• Conversational in Spanish and/or Portuguese a plus.

Education

• Bachelor's degree/University degree or equivalent experience.

Job Family Group: Institutional Sales

Job Family: Investor Sales

Time Type: Full time

Primary Location: New York, New York, United States

Salary Range: $98,960.00 - $148,440.00

In addition to salary, Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident and disability insurance; wellness programs; paid time off packages, including planned vacation, unplanned sick leave, and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.