Job Description

Job Purpose:

A solutions-driven role to help resolve on-boarding, documentation, regulatory, or other infrastructure issues preventing our key customers from either growing or enhancing business with the Markets division in North America.

Job Background/context:

This role reports into Markets Operations, specifically this role will reside within Client Facilitation. This role will be integral in support of the following initiatives:

• Ensure coordination of Credit, Legal and Operational efforts related to new and existing business integral to the franchise
• Assist in maintenance of, and the design of new processes/protocols to ensure efficient processing and escalation of client request or issues with a focus on risk related issues
• Provide a point of escalation, debate or discussion for our key customers with respect to these issues

This is a unique and challenging role that provides exposure to clients, to various product and control groups as well as visibility from senior business leaders, with a focus on enhancing the client experience

Key Responsibilities:

The primary function is to improve the service and experience offered to our Platinum and Priority customers across the region, ensuring the client receives a service that is seamless and structured to ensure efficiency. As stated this is a client solutions based role facilitating the management of the various documentation processes, Credit approvals and operational troubleshooting as necessary. As such the candidate will:

• Act as point of escalation and interface for risk related issues across Markets clients

• Become the interface and/or relationship (point of contact) for our key customers with respect to the pre-execution on-boarding process
• Develop and implement client driven solutions to enhance the client experience through the trade lifecycle
• Co-ordinate and ensure completion of various client requests including ISDA’s and other agreements i.e. GMRA’s etc.
• Act as a point of escalation/resolution for other client impacting events such as risk, regulatory or legislative change
• Coordinate the setup and completion of other bespoke agreements or arrangements to help drive the customer franchise
• Manage an efficient new approval and escalation process for non-standard documentation requests from clients (work with the trading desk / XVA on certain trade approvals)
• Address ad-hoc requests from institutional accounts
• Create metrics for use in client tracking and improved transparency
• Work with management and others on the team globally to ensure that the strategic goals are met
• Help manage sensitive issues both internally and externally in a client friendly manner, managing expectations throughout
• Overall drive change and efficiency to ensure the customer experience is both nimble and painless

Development Value:

• Role offers the opportunity to work closely with the Sales & Trading desks, building technical product knowledge & understanding of end-to-end infrastructure.
• Broad exposure across the Citi client network both internal and external to Markets
• A client facing role that will provide exposure to the firm’s key customers both from a business, infrastructure and regulatory perspective
• Also offers exposure to Trading/Sales, Risk Management, Legal, Compliance and Operation’s departments in understanding the implications of derivative transactions in a fast-changing marketplace.

Knowledge/Experience & Qualifications:

• Ideal candidate will have 4+ years experience in financial services and a risk based background.
• Solid Powerpoint and presentation / deck creations skills
• Good exposure or previous experience in a client development, marketing, relationship, risk or similar role
• Broad range of Markets products such as Fixed Income, Equity, FX and Commodity Products, specifically but not limited to derivatives and financing transactions
• Knowledge of trade flows, infrastructure and documentation
• Counterparty Credit Risk experience preferred
• Documentation experience advantageous
• Good operational control, change management & customer interaction experience would also be a benefit
• Education: Degree preferred (Legal advantageous)

Skills & Competencies

• Ability to quickly learn in-house trading and related systems
• Superior verbal and written communication skills
• Exceptional process and conflict management ability
• Highly motivated, self-starter who can work on own initiative
• Ability to prioritise multiple tasks based on materiality
• Fast thinker/quick learner, possess the ability to work effectively under pressure in a rapidly changing environment in order to meet tight deadlines.
• Technology, Efficient and effective use of office software (including spreadsheets and powerpoint)
• Process management skills an advantage
• Ability to drive the decision process without direct ownership

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Job Family Group:

Institutional Sales

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Job Family:

Investor Sales

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Time Type:

Full time

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Primary Location:

New York New York United States

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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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Jun 17, 2026

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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.

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