Global Head of Securities Based Lending, Citi Wealth Lending - C16

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Job Overview

Citi Wealth Lending – Global Head of Securities Based Lending

Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many of the world’s most successful and influential individuals and families.

We provide global insights informed by deep local knowledge and help deliver the complete financial management strategies that today’s wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively

Lending is a key offering within Citi Wealth.  Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship.

The Global Head of Securities Backed Lending (“SBL”) is responsible for end-to-end management of the product in partnership with Head of Flow lending products who oversees our automated SBL platform, Citi Wealth Liquidity Platform along with management of the structured SBL lending team.

The role requires an ability to influence internal stakeholders through excellent technical skills, well developed communication skills, in addition, strong client engagement to deliver creative SBL solutions and lead the growth of the SBL business. The job requires a broad and comprehensive understanding of the Securities Based (or Lombard) Lending business as well as strong structuring skills, coupled with an in-depth knowledge of the industry and direct competitors' products/services.  Further, a strong awareness and understanding of the jurisdictional legal and regulatory features across the region is essential.

SBL is a core lending product for Citi Private Bank and integral to the partnership with Investment Solutions to enable sales teams to deliver the breadth of the Citi Private Bank platform to clients.

The role is a member of the Citi Wealth Lending Leadership team.

Responsibilities:

• Drive the global SBL product strategy in partnership with Head of Flow Lending.
• Partner successfully with Lending leadership and Client Segment leadership in each region to drive growth.
• Successfully define and manage execution of SBL strategies, including but not limited to client engagement and communication plans, Banker training as well as managing the annual planning and budget process.
• Partner with Lending Advisors on origination activity, working closely with Market Executives and Private Bankers to develop and enhance client relationships while optimizing capital for the Firm.
• Partner with SBL Product Head and Financial Asset Lending Product Solutions on product and collateral updates to maintain competitiveness vs. market trends.
• Oversee relationships with key clients.
• Responsible for oversight of appropriate transaction structuring and execution with appropriate risk and return characteristics, ensuring appropriate Credit Policy and Risk Acceptance standard compliance.
• Attract, recruit and retain high performing team. Manage, mentor, coach and develop key talent within the business.
• Establish a culture of continuous improvement to ensure compliant robust business processes are in place.
• Ensure compliance with all laws and regulations, as well as Citi’s policies and the Product Program.
• Collaborate with the 1LOD and 2LOD Risk Organization to drive results and identify areas to mitigate risk.
• Responsible for the early problem recognition process and must propose, when deemed appropriate, credit classification and appropriate risk rating on specific transactions/ relationships.
• Adherence to firmwide credit standards and other policies Serve as member in relevant product governance forum and attend regional governance meetings as appropriate.
• Develop and enhance internal relationships across the region and broader Firm.

Qualifications:

• 10+ years of experience in High Net Worth and Ultra High Net Worth Lending
• Solid knowledge of financial markets, investments, banking and loan products
• Experience across SBL product globally with specific knowledge of Reg U and Reg T lending in North America.

• Excellent communication (written and verbal) and interpersonal skills
• Ability to work under pressure and deliver within tight deadlines to drive execution for the business
• Strong negotiation skills

• Strong initiative and interactive approach to problem solving
• Displays flexibility and independence in a demanding environment
• Completion of formal credit training program preferred

Education:

• Bachelor's/University degree, Master's degree preferred

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Job Family Group:

Private Client Product Services

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Job Family:

IF Margin & Sec Backed Finance

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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:

$250,000.00 - $500,000.00

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.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Aug 14, 2025

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