Relationship Manager, Emerging Corporate - SVP

Citi • San Francisco, CA

5d

About The Position

The Emerging Corp Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. 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.

Requirements

• 10 plus years of experience Business development, banking and investment products and process
• Demonstrated interest in life sciences, innovation industries, and investors in the innovation economy
• Proven track record of revenue generation
• Demonstrates sound credit skills by being able to structure more complex deals.
• FINRA Licensing - SIE, Series 63 & 79; required to obtain within 90 days of employment
• Exceptional collaboration and Relationship Management building skills
• Ability to coordinate multi-functional teams to provide an exceptional client experience.
• Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership)
• Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients’ needs.
• Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
• Strong communication skills; written & verbal
• Strong analytical and problem-solving skills, MS Word, Access, Excel, and PowerPoint
• Education - Bachelor's/University degree in Finance, Economics or Accounting

Nice To Haves

• Interest and/or experience in advances in biopharmaceutical science and business a plus
• Experience with Salesforce, Pitchbook, FactSet a plus

Responsibilities

• Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges 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, 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

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees