SVP Account Management Lead Specialist - Hybrid

Citibank; New York (NY); On-site; USD 149,000 - 225,000; Full time

Job summary

Citibank seeks a seasoned professional to drive the strategy for its client organization within Securities Services. The role involves critical client interaction, organizational structure optimization, and collaboration with leadership to enhance service delivery. Ideal candidates will have over 10 years of experience, strong problem-solving abilities, and excellent communication skills, ready to engage at senior levels.

Benefits

Medical, dental & vision coverage

401(k) plan

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Qualifications

• 10+ years of experience in client-focused roles.
• Back Office Cash Management or Trade Operations experience required.
• Proven track record of successful client engagement.

Responsibilities

• Develop client understanding to enhance service delivery.
• Lead discussions with clients to drive operational excellence.
• Implement service strategies measuring performance against benchmarks.

Skills

Advanced problem solving

Interpersonal skills

Time Management

Organizational Skills

Education

Bachelor’s degree

Master’s degree preferred

Job description

The role will be responsible to help shape and roll out a newly created client organization strategy within Securities Services. As part of the transformation, the individual will be partnering closely with the global head to execute in-depth strategy to optimize organizational structure through rebalancing of functions, surfacing and eliminating manual processes and tracking goals across the organization to deliver key results attached to the global group's objectives. Excellent communication skills required in order to negotiate internally, often at a senior level. 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. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Responsibilities:

• Interface with a portfolio of Clients to develop an understanding of their operating procedures, organization structures and needs in identifying and supporting the delivery Citi Products
• Work closely in partnership with Sales and Coverage partners, focusing on revenue expansion and revenue realization through cross sell opportunities
• Have the ability to develop and deliver executive level presentations to drive efficiency
• Be able to lead in person discussions with top 100 clients to drive operational excellence
• Implement and maintain service level expectation strategy, measuring firm performance vs. client benchmarks
  Partner with Operations Leadership to ensure client priorities are captured in functional budget decisions across Product and Operations
• Be extremely comfortable to lead with data and drive decision making by leveraging data insights to affect change.
• Develop and maintain industry knowledge
• Penetrate client organization and cultivate client contacts working with the Sales Specialist, Operations and Client Delivery to deliver superior client satisfaction
• Operate with a sense of urgency and accountability with clients. Be able to dig deep to understand root cause and drive change for the client.
• Build effective network working closely with overseas Citibank branches to be client advocate
• Assist with client communication of product migrations, regulatory changes and market updates for portfolio
• Coordinate and work closely with Sales Specialists for client Relationship Reviews and call briefing memos
• Provide support where necessary for the coordination of RFP’s
• Provide client feedback on product, process and service needs
• Take ownership, lead and track specific customer issues/problems including pricing and billing issues and work with the customer and internal departments until issues are resolved
• This role will allow an individual to develop a good understanding of our clients organization, specific industries and treasury functions
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; demonstrating proper consideration for the firm’s reputation
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services
• 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:

• 10+ years of experience
• Proven track record of successful client focused activity
• Back Office Cash Management or Trade Operations Experience
• Advanced problem solving skills
• Excellent interpersonal skills, Committed
• Trusted team player
• High energy and initiative
• Time Management and Organizational Skills

Education:

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

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Institutional Sales

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Job Family:

Account Management

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$149,600.00 - $224,400.00

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.

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Anticipated Posting Close Date:

Jun 03, 2025

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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.

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