The Account Management group within Prime Services is responsible for the overall client experience. The Account Manager should fully understand the strategies executed by their clients and the revenue opportunity for Citi, while looking to leverage the relationship to enhance the client footprint both within FDC and across Prime Services. At all times the priority, content and diversity of the work is dictated by the direction and demands of our clients.
The Account Manager is responsible for defending and driving organic revenue growth, maintaining overall client satisfaction, and promoting client participation across the Futures, OTC Clearing & FX Prime Brokerage product suite (FDC). The Account Manager is also tasked with fostering client efficiency from both a returns and an operational best practice perspective.
Responsibilities:
Defend and grow client Futures, OTC Clearing and FXPB revenues with a focus on profitability and returns.
Lead existing client relationships serving as a senior point of contact for new opportunities and escalations.
Know Your Client – Structure, Strategies, and Service needs.
Understanding the client wallet, driving organic growth while identifying opportunities for cross-selling across Prime Services.
Host periodic client reviews to determine overall client satisfaction.
Partner with clients on expansion into new markets and products. Work with partners in technology and product to realize client asks and monetize new opportunities.
Work in partnership with both the client and internal stakeholders to ensure Citi is a top 3 provider.
First line of defense to ensure that clients adhere to prescribed risk parameters, working with In Business Risk, and independent Credit Risk management coverage.
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At least 3-5 years prior experience in Futures, OTC Clearing and/or FX Prime Brokerage.
A strong understanding of risk and control, preferably in the context of the FDC businesses.
Cross product knowledge covering Futures, Equities, Fixed Income, FX and Cleared Swaps.
Understanding of global markets, including market regulations and operational/settlement procedures.
Prior experience in a client facing role is a plus.
Willing to Travel for Business.
FINRA Series SIE, 3, 7, and 63 will be required.
Skills:
Self-motivated with strong organizational skills.
Excellent written and verbal communication skills and the confidence to engage in client meetings and discussions.
Attention to detail and the commitment to deliver excellent service to a demanding global client base.
Superior analytical and problem-solving skills, coupled with a sense of ownership in defining and implementing solutions to client requests / challenges.
Strong intellectual grasp of the industry, with the ability to anticipate organizational response to future changes in line with the demands of the business and client base.
Natural curiosity, willingness, and motivation to maintain a steep learning curve.
Ability to develop deep, broad, and responsive/engaged relationships.
AI proficiency a plus.
Conversational in Spanish and/or Portuguese a plus.
Education:
Bachelor's degree/University degree or equivalent experience
Full time ------------------------------------------------------
Primary Location:
New York New York United States ------------------------------------------------------
Primary Location Full Time Salary Range:
$98,960.00 - $148,440.00
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.
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.
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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