Associate Banker SAFE Act

Citigroup Inc.; New York (NY); On-site; USD 142,000 - 213,000; Full time

Job summary

Citigroup Inc. seeks an Associate Banker SAFE Act in New York to support sales, client prospecting, and relationship development across Citi’s banking and wealth management solutions.

You will partner with bankers to create revenue-generating strategies, manage client meetings, and coordinate cross-team collaboration to deliver integrated financial services. The role requires 5+ years in financial services, FINRA SIE, Series 7 and Series 66 (or within 120 days), and strong multitasking and

Qualifications

• 5+ years of relevant experience.
• Prior wealth management or financial services experience preferred.
• Ability to manage relationships both internal and external.
• Ability to multi-task.
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days).

Responsibilities

• Partner with Banker to create sales and marketing strategies to generate revenue growth and acquire new clients.
• Coordinate prospecting efforts, research leads, and develop referrals; support client events.
• Organize client/prospect meetings and maintain call records and post-meeting notes.
• Introduce Citi’s value proposition to incoming employees at target firms.
• Cultivate relationships to deepen Citi’s client base and source referrals.
• Collaborate with Investments, Credit, Cash Management and Financial Planning to pitch Citi’s full banking and wealth management solutions.
• Provide complete service support and resolve complex client inquiries.
• Assess risk and ensure compliance with laws, policies, and ethical standards.

Skills

Client relationship management

Multitasking

Communication & diplomacy

Financial services experience

Education

Bachelor’s degree (Masters preferred)

Tools

FINRA SIE

Series 7

Series 66

Job description

The Associate Banker SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients
• Partner with Banker on prospecting efforts prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events
• Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports
• Introduce Citi’s value proposition to incoming employees at target firms
• Cultivate relationships with firm employees. Source leads and referrals to generate new individual and institutional business
• Leverage relationships to understand client needs and deepen Citi’s relationships with existing client
• Construct and execute marketing campaigns around our unique and tailored product offerings
• Work closely with Investments, Credit, Cash Management, and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients
• Provide complete service support to client, including solving complex client inquiries
• 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.

Qualifications:

• 5+ years of relevant experience
• Prior experience in wealth management or other financial services roles preferred
• Ability to manage relationships both internal and external
• Ability to multi-task
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)

Education:

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

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$142320,00 - $213480,00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

oct 29, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents - AI Notice and Right

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.