Job Description

The Transition Management function is an integral part of the FDC organisation. The Transition Manager is responsible for project managing the onboarding of both additional business from existing clients, and new clients onto the FDC Platform. The ideal candidate has a strong level of experience across the Futures and OTC Clearing product suite and must be adept at issue-spotting and problem-solving, with a view to delivering a superior client experience.

The role encompasses the following main components: client engagement, including managing the client onboarding lifecycle in a timely manner; internal stakeholder engagement, ensuring all onboarding milestones are met; issue-spotting and problem-solving. The Transition Management team is responsible for driving overall onboarding efficiency and ensuring clients are on boarded in a timely and operationally efficient manner.

Responsibilities:

• Provide best in class Transition Management focused on our FDC Business
• Manage initial outreach and ongoing client dialogue until successful completion of project delivering a superior client experience
• Ensure rapid identification and escalation of any “bottleneck” issues our clients face that may impede the onboarding effort
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk to ensure appropriate governance and control
• Contribute to continuous enhancement of Citi products and services, partnering with support groups and clients
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets
• 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 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
• Deliver client satisfaction and enhanced financial results through the management of the pipeline of new business
  

Qualifications:

• 5-8 years of relevant experience
• Previous experience in the financial industry preferred
• Proven analytical and organisational skills
  

Education:

• Bachelor's degree/University degree or equivalent experience

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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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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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