VP, Agency & Trust - Corporate Debt & Specialized Services Sales

Citi; New York (NY); On-site; USD 130,000 - 195,000; Full time

Job summary

Citi in New York seeks a VP, Agency & Trust - Corporate Debt & Specialized Services Sales to lead client growth. You will develop the Citi franchise with a targeted client base, refine a sales and marketing strategy, and coordinate with management to set priorities and revenue goals.

The role requires 6–10 years in financial services sales and relationship management, solid client-facing experience with the buy-side, strong communication skills, and licenses (Series 3, 7, 55, 63).

Qualifications

• 6-10 years of experience in sales, relationship management at a financial services organization.
• Broad client relationships preferred.
• Experience in a client facing role working with the buy-side community.
• Self-Motivated, excellent interpersonal and communication skills.
• Advanced problem solving skills.
• Be able to obtain licenses required, Series 3, 7, 55, 63.

Responsibilities

• Develop the Citi franchise with specific client base
• Refine and implement a sales and marketing strategy aiming at substantially improving Citi's client footprint and maximizing associated revenue
• Work with management and colleagues to establish a clear marketing plan with defined priorities and market penetration and revenue objectives
• Ability to leverage existing contacts network, understand client needs, introduce the Citi offering, convince clients to adopt it and increase client satisfaction and Citi revenue
• On-boarding and prospecting key clients
• Assist other team members in strategic positioning as well as to close transactions with various internal stakeholders
• Improved footprint with the client base – which should translate into incremental sales credit and trading revenues for the various relevant trading desks
• Thorough product and clients knowledge with relevant products and client base
• Should be able to forge a trusted relationship with other salespeople in order to be able to leverage Citi's franchise and source relevant buying and selling opportunities for the clients the person is responsible for
• Broadened responsibilities either across client types or products in the region or even across other regions
• 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.

Skills

Sales experience

Relationship management

Client facing

Interpersonal skills

Problem solving

Education

Bachelor’s degree

Master’s degree preferred

Job description

The VP, Agency & Trust - Corporate Debt & Specialized Services Sales 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

• Develop the Citi franchise with specific client base
• Refine and implement a sales and marketing strategy aiming at substantially improving Citi's client footprint and maximizing associated revenue
• Work with management and colleagues to establish a clear marketing plan with defined priorities and market penetration and revenue objectives
• Ability to leverage existing contacts network, understand client needs, introduce the Citi offering, convince clients to adopt it and increase client satisfaction and Citi revenue
• On-boarding and prospecting key clients
• Assist other team members in strategic positioning as well as to close transactions with various internal stakeholders
• Improved footprint with the client base – which should translate into incremental sales credit and trading revenues for the various relevant trading desks
• Thorough product and clients knowledge with relevant products and client base
• Should be able to forge a trusted relationship with other salespeople in order to be able to leverage Citi's franchise and source relevant buying and selling opportunities for the clients the person is responsible for
• Broadened responsibilities either across client types or products in the region or even across other regions
• 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

• 6-10 years of experience in sales, relationship management at a financial services organization
• Broad client relationships preferred
• Experience in a client facing role working with the buy-side community
• Self-Motivated, excellent interpersonal and communication skills
• Advanced problem solving skills
• Be able to obtain licenses required, Series 3, 7, 55, 63

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.

Job Family Group

Institutional Sales

Job Family

Institutional Product Sales

Time Type

Full time

Primary Location

New York New York United States

Primary Location Full Time Salary Range

$129,840.00 - $194,760.00

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.

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.

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