Citi Commercial Bank - Relationship Manager, Tech Venture Banking

Citigroup Inc.; San Francisco (CA); On-site; USD 157,000 - 236,000; Full time

Job summary

Citigroup Inc. in San Francisco is seeking a Relationship Manager to originate and manage relationships with venture-backed technology clients. You will expand the portfolio by delivering tailored financial solutions and coordinating with product experts to meet client needs.

The role requires 6–10 years of experience, FINRA licensing, and strong credit skills. You will collaborate with cross-functional teams to ensure compliant, high-quality client service and ongoing portfolio growth.

Qualifications

• 6-10 years of experience in related finance/relationship roles.
• FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain)
• Knowledge of banking and investment products and ability to advise clients
• Credit skills to structure complex deals, including capital market transactions
• Advanced level of early warning detection and risk assessment
• Team coordination and ability to lead multiple functional teams
• Excellent interpersonal, negotiation, and leadership skills

Responsibilities

• Calls on clients to deepen relationships and proactively owns and uncovers future needs and risks
• Introduces financial solutions to build and strengthen client portfolios
• Collaborates with product specialists to structure customized client solutions
• Manages onboarding and retention with proper KYC and compliance
• Identifies cross-sell opportunities to deepen share of wallet
• Shares markets updates and intelligence to improve client experience
• Drives innovation in the solutions offered and coordinates strategic initiatives
• Coordinates with multi-functional teams to deliver exceptional client service
• Ensures regulatory compliance and proper risk controls in all activities

Skills

Relationship management

Financial advisory

Cross-functional teamwork

Communication

Negotiation

Regulatory compliance

Credit risk

Digital awareness

KYC knowledge

Job description

The Relationship Manager will be responsible for originating, managing, and expanding relationships with venture capital–backed, growth-stage technology companies, primarily within the hardware, semiconductor, physical AI, and data infrastructure subsectors. The ideal candidate will have a proven track record developing relationships and executing transactions across these markets.

The Relationship Manager 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:

• Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, roadblocks or risks and expectations
• Introduces solutions to clients in building and strengthening an effective portfolio;
• Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs
• Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met;
• Identifies cross-sell opportunities to deepen and increase share of wallet;
• Maximizes client experience by proactive sharing markets updates, trend and intelligence;
• Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate
• Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)
• Networks with clients to identify avenues for new business opportunities;
• Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes
• Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time
• 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:

• 6-10 years of experience
• FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain)
• Sound knowledge of banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients
• Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions
• Demonstrates advanced level of Early Warning Detection skills
• Demonstrates advanced credit skills; able to structure all type of credit deals
• Ability to work effectively in team setting
• Ability to coordinate multi-functional teams to provide an exceptional client experience.
• Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
• Ability to work under pressure while making sound decisions
• Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
• A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure and seamless client experience
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
• Able to quickly adapt priorities based on the latest data insights

------------------------------------------------------

Job Family Group:

Commercial and Business Sales

------------------------------------------------------

Job Family:

Relationship Management

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

San Francisco California United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$157,040.00 - $235,560.00

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:

Sep 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.