Balance Sheet & Pricing Management Product Manager, SVP

Citi • New York, NY

7d • $163,600 - $245,400

About The Position

The Balance Sheet & Pricing Management Product Manager, SVP, is a senior leadership role in Citi Services’ LMS Optimization and Pricing team. The team seeks to maximize the financial performance, liquidity efficiency, and balance sheet productivity of Citi’s global deposit franchise through commercial strategies, analytical tools, optimization campaigns, pricing governance, and regulatory capital frameworks. The role operates at the intersection of business strategy, treasury modeling, and technology execution, partnering with global and regional product, sales, treasury, risk, finance, and technology stakeholders.

The role leads the strategic agenda for deposit optimization and liquidity frameworks. It owns analytical and technical enhancements to a proprietary data mart, engages with Treasury governance bodies, drives revenue and liquidity optimization workstreams, and provides executive-level pricing advice for key franchise relationships. The position also contributes subject-matter expertise in client liquidity value, client pricing and financials, and Services data architecture. The posting additionally describes treasury advisory work for clients and internal product teams, including treasury operations, working capital, risk mitigation, treasury technology, product competitiveness, and pricing opportunities.

Requirements

• At least 10 years of experience is listed in the initial qualifications; the detailed qualifications specify 7–10+ years of progressive experience in Treasury, Liquidity Risk Management, Balance Sheet Management, Product Management, or Financial Analytics within a Tier-1 global financial institution.
• Bachelor’s degree in Finance, Economics, Quantitative Finance, Financial Engineering, Computer Science, or Data Analytics; the posting also lists a bachelor’s/university degree and states that a master’s degree is preferred.
• Deep expertise in regulatory liquidity metrics, including RLAP, LCR, and NSFR.
• Thorough understanding of regulatory reporting data architectures, including Fed FR 2052a and Short-Term Wholesale Funding calculations.
• Advanced quantitative analytical skills, including the ability to interrogate large-scale, complex transactional and balance-sheet datasets.
• Project management experience leading implementation of tools and solutions that support business objectives, data marts, and business-intelligence suites.
• Ability to translate complex technical liquidity and quantitative modeling concepts into concise executive narratives and presentations for senior management, governance committees, and Board-level reporting.
• Commercial acumen to balance regulatory risk constraints with revenue maximization.
• Leadership skills to build consensus across competing priorities, manage project scopes, and influence global stakeholders across seven or more regional clusters without direct line authority.
• Commitment to coaching, talent development, and an inclusive risk-and-control culture.
• Customer service skills.
• Strong communication and diplomacy skills, including the ability to negotiate, guide, influence, and convince senior colleagues and occasional external customers.

Nice To Haves

• Master’s degree, MBA, CFA, or FRM is strongly preferred.
• Product Management experience is beneficial.

Responsibilities

• Drive global deposit-franchise optimization initiatives to achieve annualized revenue targets and liquidity value.
• Represent LMS in high-level Treasury forums and lead or advocate for regulatory liquidity model enhancements with Global Liquidity Risk Management and Corporate Treasury.
• Lead rapid-response analytics for macroeconomic stress testing and model deposit behavioral impacts for Board presentations.
• Partner with global clusters and sales teams to optimize RLAP, LCR, and NSFR and maintain target performance thresholds.
• Oversee analytical project lifecycles, from data acquisition through delivery and follow-up.
• Oversee business architecture and functional requirements for end-to-end analytics technology, including data acquisition and analysis to generate actionable insights.
• Lead escalation and follow-up of data quality issues to protect underlying data integrity.
• Design, develop, and implement metrics to track performance and drive business outcomes.
• Lead global training programs for cluster balance sheet leads, product managers, and sales teams on liquidity models, Clearview tools, and optimization levers.
• Provide subject-matter expertise on client liquidity value, pricing, client financials, and Services data architecture.
• Conduct treasury advisory engagements involving treasury operations, working capital management, risk mitigation, treasury technology, finance, and accounting.
• Advise senior decision-makers at multinational companies and financial institutions on improving treasury performance and recommend treasury-management and working-capital solutions.
• Advise companies on treasury challenges in highly regulated emerging markets.
• Develop and communicate analytical solutions for clients, considering tax and accounting implications of treasury structures, banking solutions, and cash-pooling structures.
• Develop client solutions addressing global treasury and working-capital priorities as well as Citi revenue goals.
• Create and deliver thought-leadership articles and presentations.
• Advise internal product and market management teams on client and competitor positioning trends, requirements gaps, and market feedback.
• Define and quantify segment-based positioning, packaging, and pricing opportunities to accelerate penetration and revenue growth.
• Identify new product requirements by defining and validating functionality needs and quantifying opportunities, positioning, and revenue models.
• Assess risks in business decisions, safeguard the firm and its clients and assets, comply with applicable laws and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
• Manage staff-related matters, including resource management and allocation of work within the team or project.
• Lead and influence cross-functional stakeholders, including without direct line authority, and support coaching, talent development, and an inclusive risk-and-control culture.

Benefits

• Medical, dental, and vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation and sick leave
• Paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Senior