The Transition Management team is part of the Sales Organization within Prime Finance.  The Transition Manager is responsible for project managing the onboarding of both existing client relationships, as well as new clients onto the Prime Finance Platform.  Ideal candidate has strong experience across full product suite, inclusive of  Prime Brokerage, Futures, OTC Clearing, and FX Prime Brokerage. Member of the Transition Management should have a deep understanding of product and the clients they cover, be capable of issue-spotting, problem-solving, and committed 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 an operationally efficient manner.

 

 

Responsibilities:

 

·         Provide best in class Transition Management focused on our Prime Finance Business.

·         Initial outreach and ongoing client dialogue until successful completion of project delivering a superior client experience

·         Rapid identification and escalation of any “bottleneck” issues our clients face that may impede onboarding effort  with Citi

·         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

·         Drive continuous enhancement of Citi products and services and partner with support groups and client to ensure Citi is a top 3 provider

·         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 Global Markets and Securities Services

·         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.

 

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Qualifications:

·         5-10 years of relevant experience

·         Previous, client-facing, middle office or operations financial services experience

·         Strong cross-product knowledge covering Equities, Fixed income, Futures, Foreign Exchange and Swaps

·         Strong understanding of hedge fund strategies including: equity long/short, risk arbitrage, convertible arbitrage, event-driven, global macro, merger arbitrage and distressed

·         Self-motivated with strong organizational skills

·         Knowledge of the risk and control environment impacting both Citi and the financial industry more broadly

·         Demonstrates clear and concise written and verbal communication

·         The ability to multi task and constantly assess and change priorities in line with the demands of the business and client base

·         A desire to learn

·         Precision, attention to detail and the commitment to deliver an excellent service to a demanding global client base

·         Ability to communicate effectively with clients, understand and internally relay their concerns, and /or requirements

·         Excellent project management skills

 

Education:

·          Bachelor's degree/University degree or equivalent experience

·         S7 and S63 Required

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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:

$163,600.00 - $245,400.00

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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Anticipated Posting Close Date:

Oct 11, 2024

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Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.

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