Client Executive - Vice President
Job Req Id:
26974304
Location(s):
Jacksonville, Florida, United States
Job Type:
Hybrid
Posted:
Jun. 26, 2026
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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
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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
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.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Jul 10, 2026------------------------------------------------------
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.
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