Strategic Tech Relationship Manager

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

Job summary

The Citi Relationship Manager role in San Francisco is focused on originating, managing, and expanding relationships with venture capital–backed, growth-stage technology companies in hardware, semiconductors, physical AI, and data infrastructure. The position emphasizes strategic advisory, cross-functional collaboration, and risk-aware deal structuring.

Responsibilities include deepening client relationships, cross-selling solutions, coordinating with product experts, ensuring KYC/compliance,

Qualifications

• 6–10 years of experience in relationship management or related banking roles.
• FINRA licenses: SIE, Series 63 & 79 (current or ability to obtain).
• Strong knowledge of banking and investment products and processes.
• Ability to structure complex deals and credit solutions.
• Excellent interpersonal, communication and influencing skills.
• Ability to work with cross-functional teams and multi-client portfolios.

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

Skills

Relationship management

Client networking

Cross-functional collaboration

Strategic advisory

Negotiation & influence

Job description

The Citi Relationship Manager role in San Francisco is focused on originating, managing, and expanding relationships with venture capital–backed, growth-stage technology companies in hardware, semiconductors, physical AI, and data infrastructure. The position emphasizes strategic advisory, cross-functional collaboration, and risk-aware deal structuring.

Responsibilities include deepening client relationships, cross-selling solutions, coordinating with product experts, ensuring KYC/compliance,