Job Description

Job Purpose

The Account Management Manager is responsible for leading a team of Account Managers covering the Futures, OTC Clearing & FX Prime Brokerage (FDC) client base. The role is accountable for driving portfolio revenue growth, client retention, client satisfaction, and execution of strategic objectives across the account management function. The Manager provides leadership, coaching, and oversight to ensure consistent client coverage, effective risk management, and delivery of best-in-class service while promoting cross-business collaboration and franchise growth.

Job Background / Context

The Account Management Manager leads a team responsible for the overall client experience within Prime Services. The Manager ensures that Account Managers maintain a comprehensive understanding of client strategies, business objectives, and revenue opportunities while executing against commercial, service, and risk management priorities. The role partners closely with Sales, Product, Risk, Operations, Technology, and senior business leadership to drive client retention, revenue growth, and operational excellence across the FDC franchise.

Key Responsibilities

Team Leadership & Management

• Lead, develop, and manage a team of Account Managers, fostering a high-performance and client-centric culture.

• Establish clear goals, performance expectations, and development plans for team members.

• Conduct regular coaching, performance reviews, and succession planning activities.

• Drive consistency in client coverage models, service standards, and best practices across the portfolio.

• Ensure effective resource allocation and client coverage across priority relationships.

Portfolio & Revenue Management

• Accountable for overall portfolio profitability, revenue growth, retention, and return metrics across the team's client base.

• Oversee client wallet analysis and partner with Account Managers to identify, prioritize, and execute strategic growth and cross-sell opportunities across Prime Services and Markets businesses.

• Monitor portfolio performance and actively manage business opportunities and revenue concentration risks.

Client Relationship Oversight

• Oversee client engagement strategy and executive-level client reviews, ensuring timely identification and resolution of client concerns and evolving business requirements.

• Serve as a senior escalation point for critical client issues, service concerns, and commercial negotiations.

• Ensure clients receive a consistent, high-quality experience aligned with Citi's service standards and strategic objectives.

Risk & Control

• Ensure the team effectively executes first-line risk and control responsibilities, maintaining adherence to prescribed risk parameters and escalation protocols.

• Promote a strong risk and control culture while balancing client needs and commercial objectives.

• Monitor portfolio-level risk trends and ensure appropriate governance and escalation.

Strategic Leadership

• Execute strategic initiatives that enhance client experience, operational efficiency, and business performance.

• Identify trends within the portfolio and provide recommendations to senior management.

• Represent Account Management in cross-functional forums and governance committees.

• Partner with Product, Operations, and Technology teams to drive process improvement and service optimization initiatives.

Qualifications

• 15+ years of experience within Futures, OTC Clearing, FX Prime Brokerage, Prime Services, or related Markets businesses.

• Demonstrated leadership experience, including coaching, performance management, and talent development.

• Strong understanding of risk and control frameworks.

• Broad cross-product knowledge covering Futures, Equities, Fixed Income, FX, and Cleared Swaps.

• Proven track record managing complex client portfolios and leading cross-functional initiatives.

Skills

• Proven people leadership and team development capabilities.

• Strong executive presence and stakeholder management skills.

• Strategic thinking and commercial acumen.

• Excellent written and verbal communication skills.

• Superior analytical and problem-solving capabilities.

Competencies

• Leadership and talent development.

• Strategic thinking and business acumen.

• Client-centricity.

• Risk and control mindset.

• Cross-functional collaboration and influence.

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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:

$170,000.00 - $300,000.00

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:

Aug 11, 2026

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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

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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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View Citi’s EEO Policy Statement and the Know Your Rights poster.