Citigroup, Inc

VP, Agency & Trust - Corporate Debt & Specialized Services Sales

Citigroup, Inc • $129K — $194K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 6-10 years in sales or relationship management within financial services
  • Established client relationships are preferred
  • Experience in a client-facing role with buy-side community
  • Strong self-motivation and interpersonal skills
  • Advanced problem-solving capabilities
  • Must be able to obtain necessary licenses (Series 3, 7, 55, 63)

Responsibilities

  • Develop the Citi franchise targeting a specific client base
  • Refine and execute a sales and marketing strategy to enhance client footprint and revenue
  • Collaborate with management to create a focused marketing plan with clear objectives
  • Leverage existing networks to understand client needs and drive satisfaction and revenue
  • On-board and prospect for key clients
  • Support team in strategic positioning and closing transactions
  • Enhance client footprint to generate incremental sales and trading revenues
  • Build trusted relationships across sales teams to maximize opportunities
  • Engage with control functions to ensure governance and compliance
  • Promote a culture of responsible finance and ethics
  • Assess risk/reward dynamics in business decisions
  • Ensure adherence to the firm's Code of Conduct and policies

Benefits

  • Comprehensive medical, dental, and 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 VP, Agency & Trust - Corporate Debt & Specialized Services Sales 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. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. 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. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:
  • Develop the Citi franchise with specific client base
  • Refine and implement a sales and marketing strategy aiming at substantially improving Citi's client footprint and maximizing associated revenue
  • Work with management and colleagues to establish a clear marketing plan with defined priorities and market penetration and revenue objectives
  • Ability to leverage existing contacts network, understand client needs, introduce the Citi offering, convince clients to adopt it and increase client satisfaction and Citi revenue
  • On-boarding and prospecting key clients
  • Assist other team members in strategic positioning as well as to close transactions with various internal stakeholders
  • Improved footprint with the client base - which should translate into incremental sales credit and trading revenues for the various relevant trading desks
  • Thorough product and clients knowledge with relevant products and client base
  • Should be able to forge a trusted relationship with other salespeople in order to be able to leverage Citi's franchise and source relevant buying and selling opportunities for the clients the person is responsible for
  • Broadened responsibilities either across client types or products in the region or even across other regions
  • 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:
  • 6-10 years of experience in sales, relationship management at a financial services organization
  • Broad client relationships preferred
  • Experience in a client facing role working with the buy-side community
  • Self-Motivated, excellent interpersonal and communication skills
  • Advanced problem solving skills
  • Be able to obtain licenses required, Series 3, 7, 55, 63


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.

Job Family Group:
Institutional Sales

Job Family:
Institutional Product Sales

Time Type:
Full time

Primary Location:
New York New York United States

Primary Location Full Time Salary Range:
$129,840.00 - $194,760.00

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:

Automated Processing and AI

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.

Illinois residents - AI Notice and Right

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.

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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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