Citigroup, Inc

Prime Brokerage Account Manager, Prime Services, Assistant Vice President

Citigroup, Inc$98K — $148K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-8 years of relevant experience
  • Proven analytical and organizational skills
  • Strong written and verbal communication abilities
  • Team-oriented with collaborative spirit
  • Series 7 and 63 licenses preferred.

Responsibilities

  • Identify clients' business needs and collaborate with internal partners to deliver tailored solutions
  • Conduct regular client service reviews and develop action plans for issue resolution
  • Coordinate with internal resources to ensure comprehensive client servicing
  • Assist senior team members with administrative sales tasks
  • Lead governance initiatives and maintain controls
  • Partner closely with Transition Management and Origination Sales for client onboarding
  • Engage with compliance and control functions to uphold governance standards

Benefits

  • Medical, dental & vision coverage
  • 401(k) retirement plan
  • Life, accident and disability insurance
  • Wellness programs
  • Generous paid time off including vacation, sick leave, and holidays
Full Job Description
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.

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.


Qualifications:
  • 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
  • Series 7 and 63 preferred.


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


Job Family Group:
Institutional Sales

Job Family:
Investor Sales

Time Type:
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.

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:

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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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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