Citigroup, Inc

Client Executive - Vice President

Citigroup, Inc • $103K — $155K *
Jacksonville, FL 32210In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Yesterday
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • Minimum 6 years of Corporate Trust or relevant experience
  • Comprehensive knowledge of the risk and control environment impacting Citi
  • Demonstrated experience in deal implementation and management
  • Strong analytical skills to interpret complex Corporate Trust legal documents
  • Ability to manage diverse internal and external demands effectively
  • Demonstrated problem-solving and decision-making skills
  • Excellent written and verbal communication skills

Responsibilities

  • Manage and support day-to-day Corporate Trust transactions
  • Address client inquiries and collaborate on client issues
  • Assist with client lifecycle strategy and transaction maintenance
  • Support transaction stakeholders with their day-to-day activities
  • Oversee daily transaction activities and client reviews
  • Coordinate operations for transaction setup and client inquiries
  • Drive compliance with procedures and enhance product offerings

Benefits

  • Medical, dental & vision coverage
  • 401(k) plan
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off (vacation and sick leave)
  • Paid holidays
Full Job Description
The Transaction & Relationship Manager is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Corporate Debt, Structured Finance, CLOs and Specialized Agency. Must possess strong client service and problem solving skills, ability to independently manage portfolio of transactions, negotiate and onboard new business, acts as primary contact for existing client relationships, assist sales with new business initiatives and participate in client meetings and special projects.

Responsibilities:
  • Responsible for day to day management and support of debt, specialized agency and structured finance/structured credit transactions.
  • Address client inquiries and work with functional partners on client issues or requirements.
  • Assist the client lifecycle strategy from early client engagement implementation and maintenance of transactions
  • Assist with client and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions
  • Review and oversee day-to-day transaction activity
  • Address and resolve inquiries from both internal and external Agency & Trust clients in connection with transactions,
  • Adhere to A&T/Citibank policies and procedures as regards client onboarding, deal implementation, account opening and deal maintenance
  • Coordinate with Operations for transaction set-up, activity and reporting
  • Coordinate with Operations for inquiries from clients and other transaction stakeholders
  • Perform regular client reviews to gauge overall client satisfaction and coordinate responses to client concerns
  • Drive continuous enhancement of Citi products and services and partner with support groups
  • Lead strong governance and controls
  • Work in close partnership with control functions such as Legal, Compliance, 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
  • Adhere to all policies and procedures as defined by your role which will be communicated to you
  • 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.
  • Participate in routine client calls to existing and new customers of Agency & Trust.

Qualifications:
  • Minimum 6 years of Corporate Trust or relevant experience
  • Comprehensive knowledge of the risk and control environment impacting Citi
  • Demonstrated experience in deal implementation and management
  • Ability to analyze and interpret complex Corporate Trust legal documents.
  • Ability to manage and meet a diverse set of internal and external demands.
  • Ability to work unsupervised and adjust priorities quickly as circumstances dictate
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Demonstrated problem-solving and decision-making skills
  • Consistently demonstrates clear and concise written and verbal communication
  • Proven self-motivation and organizational skills

Education:
  • Bachelor's degree/University degree or equivalent experience


Job Family Group:
Institutional Sales

Job Family:
Investor Sales

Time Type:
Full time

Primary Location:
Jacksonville Florida United States

Primary Location Full Time Salary Range:
$103,920.00 - $155,880.00

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.

Most Relevant Skills
Please see the requirements listed above.

Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:
Jun 02, 2026

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

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Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

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Citigroup, Inc is where your ambition meets opportunity. Join us and transform your career while making a global impact.
Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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