Prime Brokerage Client Executive, Prime Services, Assistant Vice President

Citi • New York, NY

2d • $98,960 - $148,440 • Onsite

About The Position

The Prime Brokerage Account Management team is responsible for driving growth and ensuring a best-in-class client experience for our growing Prime Brokerage client base.

Requirements

• 4-8 years of relevant experience
• Proven analytical and organizational skills
• Consistently demonstrate clear and concise written and verbal communication skills
• Consistently demonstrate the ability to work in a team environment

Nice To Haves

• Series 7 and 63 preferred.

Responsibilities

• Identify clients’ business needs and work with internal partners to deliver solutions, adding value and cross-selling Citi products
• Perform regular service reviews and develop actions plans to address issues and deliver solutions as well as perform regular face-to-face client meetings
• Coordinate internal resources to ensure that the client is appropriately serviced by the various support teams
• Assisting the senior members of the team with administrative sales functions
• Lead strong governance and controls
• Work in close partnership with Transition Management and Origination Sales to ensure smooth onboarding and connectivity to the Citi Prime platform
• 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
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for the Prime Services and Equities franchise
• Adhere to all policies and procedures as defined by your role which will be communicated to you
• Obtain and maintain all registrations/licenses which are required for your role, within the appropriate timeframe
• 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.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

What This Job Offers

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