Verified Job
Customer Support / TeleCaller
Prime Brokerage Client Executive, Citi Prime Services, AVP or VP
Customer Support / TeleCaller
#680455
Remote / WFH
Job Description
Full job description
The Prime Brokerage Client Executive is responsible for driving growth with our existing Equity, Fixed Income and Synthetic Prime Brokerage client base. As a relationship manager, you will work to understand your clients and their needs and ensure a best-in-class client experience from the initial onboarding through the full client lifecycle.
Responsibilities:
Deliver client satisfaction and enhanced financial results through the management of operational issues impacting the target clients
Coordinate internal resources to ensure that the client is appropriately supported
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
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
Assisting more senior team members with administrative sales functions
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.
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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:
Feb 18, 2026
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, ****** orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
The Prime Brokerage Client Executive is responsible for driving growth with our existing Equity, Fixed Income and Synthetic Prime Brokerage client base. As a relationship manager, you will work to understand your clients and their needs and ensure a best-in-class client experience from the initial onboarding through the full client lifecycle.
Responsibilities:
Deliver client satisfaction and enhanced financial results through the management of operational issues impacting the target clients
Coordinate internal resources to ensure that the client is appropriately supported
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
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
Assisting more senior team members with administrative sales functions
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:
Feb 18, 2026
-
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, ****** orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
