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Senior Client Executive – Vice President role at Citi, overseeing Agency & Trust transactions in Corporate Finance.
Requires 6+ years experience, strong client service & governance skills, based in Jacksonville, FL.
Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Transaction & Relationship Manager 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. Responsible for the implementation and maintenance of Agency & Trust transactions for products covering Corporate Debt, Structured Finance, CLOs and Specialized Agency. Must possess strong client service and problem solving skills, ability to independently manage portfolio of transactions, negotiate and onboard new business, acts as primary contact for existing client relationships, assist sales with new business initiatives and participate in client meetings and special projects.
Responsibilities
- Responsible for day to day management and support of debt, specialized agency and structured finance/structured credit transactions.
- Address client inquiries and work with functional partners on client issues or requirements.
- Assist the client lifecycle strategy from early client engagement implementation and maintenance of transactions
- Assist with client and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions
- Review and oversee day-to-day transaction activity
- Address and resolve inquiries from both internal and external Agency & Trust clients in connection with transactions,
- Adhere to A&T/Citibank policies and procedures as regards client onboarding, deal implementation, account opening and deal maintenance
- Coordinate with Operations for transaction set-up, activity and reporting
- Coordinate with Operations for inquiries from clients and other transaction stakeholders
- Perform regular client reviews to gauge overall client satisfaction and coordinate responses to client concerns
- Drive continuous enhancement of Citi products and services and partner with support groups
- Lead strong governance and controls
- Work in close partnership with control functions such as Legal, Compliance, 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
- Adhere to all policies and procedures as defined by your role which will be communicated to you
- 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.
- Participate in routine client calls to existing and new customers of Agency & Trust.
Qualifications
Minimum 6 years of Corporate Trust or relevant experience Comprehensive knowledge of the risk and control environment impacting Citi Demonstrated experience in deal implementation and management Ability to analyze and interpret complex Corporate Trust legal documents. Ability to manage and meet a diverse set of internal and external demands. Ability to work unsupervised and adjust priorities quickly as circumstances dictate Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements Demonstrated problem-solving and decision-making skills Consistently demonstrates clear and concise written and verbal communication Proven self-motivation and organizational skills
Education
Bachelor's degree/University degree or equivalent experience
Job Family Group
Institutional Sales
Job Family
Investor Sales
Time Type
Full time
Primary Location
Jacksonville Florida United States
Primary Location Full Time Salary Range
$103,920.00 - $155,880.00
Benefits
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
Jun 02, 2026
Equal Opportunity and Accessibility
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.
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.