Client Executive, Agency Trust - Assistant Vice President

Citi; Jacksonville (FL); Hybrid; USD 79,000 - 119,000; Full time

Benefits offered by this job

Medical coverage

401(k)

Paid holidays

Paid time off

Wellness programs

Job summary

Citi is seeking an experienced Client Executive to join its Issuer Services/Agency & Trust Transaction & Relationship Management team in Jacksonville. You will manage a portfolio of client relationships and deals spanning Corporate Debt, Structured Finance, CLOs, and Specialized Agency, coordinating with internal teams to deliver tailored financial solutions.

You will collaborate with Legal, Compliance, Risk, and Audit to uphold governance and regulatory standards, guiding transactions from

Qualifications

• Five or more years of experience in financial services, with direct exposure to corporate trust, or a related client-facing function.
• Demonstrated ability to support a portfolio of client relationships and complex financial transactions from initiation through completion.
• Clear and confident communicator, able to engage effectively with clients, peers, senior stakeholders, legal counsel, and cross-functional teams.
• Proven ability to manage multiple concurrent priorities, meet deadlines, and maintain accuracy across a high-volume transaction environment.

Responsibilities

• Serve as support for an assigned portfolio of Agency & Trust clients, managing day-to-day relationships across Corporate Debt, Structured Finance, CLO, and Specialized Agency transactions.
• Oversee the implementation and ongoing maintenance of Agency & Trust transactions, coordinating with Operations on transaction setup, activity management, and reporting.
• Interact with transaction stakeholders — including bankers, legal counsel, lenders, and noteholders — through all phases of the transaction lifecycle, from onboarding through ongoing maintenance.
• Partner with control functions including Legal, Compliance, Risk, and Audit to uphold governance standards and ensure all transactions meet applicable regulatory and policy requirements.
• Assess the risk and reward of business decisions to protect Citi's reputation and clients' interests, escalating issues with transparency where required.

Skills

Five+ years financial services

Client-facing communication

Ability to manage multiple priorities

Education

Bachelor's degree or equivalent

Job description

Citi is looking for an experienced Client Executive to join its Issuer Services/Agency & Trust Transaction & Relationship Management team, serving as a trusted advisor to clients across capital markets transactions. In this role, you will manage a portfolio of client relationships and deals that span Corporate Debt, Structured Finance, CLOs, and Specialized Agency, while partnering closely with internal teams to deliver tailored financial solutions. This is an opportunity to make a direct and measurable impact on client outcomes at one of the world's leading financial institutions.

Responsibilities

• Serve as support for an assigned portfolio of Agency & Trust clients, managing day-to-day relationships across Corporate Debt, Structured Finance, CLO, and Specialized Agency transactions.
• Oversee the implementation and ongoing maintenance of Agency & Trust transactions, coordinating with Operations on transaction setup, activity management, and reporting.
• Interact with transaction stakeholders — including bankers, legal counsel, lenders, and noteholders — through all phases of the transaction lifecycle, from onboarding through ongoing maintenance.
• Partner with control functions including Legal, Compliance, Risk, and Audit to uphold governance standards and ensure all transactions meet applicable regulatory and policy requirements.
• Assess the risk and reward of business decisions to protect Citi's reputation and clients' interests, escalating issues with transparency where required.

Required Qualifications & Skills

• Five or more years of experience in financial services, with direct exposure to corporate trust, or a related client-facing function.
• Demonstrated ability to support a portfolio of client relationships and complex financial transactions from initiation through completion.
• Clear and confident communicator, able to engage effectively with clients, peers, senior stakeholders, legal counsel, and cross-functional teams.
• Proven ability to manage multiple concurrent priorities, meet deadlines, and maintain accuracy across a high-volume transaction environment.
• Bachelor's degree or equivalent professional experience.

Beneficial Skills & Qualifications

• Familiarity with corporate trust and associated products which include; structured finance, project finance and specialized agency. ,
• Exposure to cross-functional collaboration with Operations, Risk, Compliance, or Legal teams in a transaction-management context.

What We Offer

• A hybrid working model offering 3 days in the office and 2 days working remotely, supporting a sustainable balance between client presence and focused independent work.
• Direct exposure to complex, high-value capital markets and structured finance, project finance and specialized agency transactions, accelerating your development as a client-facing professional.
• Access to learning and development resources that support career progression within Citi's global financial services platform.
• A role with genuine client impact — where your service levels shapes outcomes for institutional clients at a meaningful scale.
• Competitive compensation and a comprehensive benefits package, including financial wellbeing, family support, and health and wellness programs.

Job Details

• Location: Jacksonville Florida United States
• Contract type: Full time
• Salary: $79,120.00 - $118,680.00

Benefits

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

Equal Opportunity and Disability Accommodation

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.