Jobs and Careers
CI

SVP Account Management Lead Specialist - Hybrid

Citi
United Statesfull_timeVerifiedPosted 27 May 2025
💰 $224,400/yr($149,600/yr$224,400/yr)

About the role

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.

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

Citi

View company profile →