Investment Relationship Officer Sr. - C13

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Job Overview

The Investment Relationship Officer Sr. 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. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team
• Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience
• Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process
• Provide the highest level of customer service and teamwork to our clients
• Possess an expert knowledge in Citi’s client onboarding and account opening policies, procedures, and applications
• Ensure all documentation received is current, accurate and complete.
• Fulfill all requests in a timely manner
• Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client
• Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately
• 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.

Qualifications:

• 5+ years of relevant experience
• Prior experience in wealth management or other financial services roles preferred
• Ability to manage relationships both internal and external
• Ability to manage multiple concurrent deadlines
• FINRA SIE, Series 7, Series 66 required (or obtained within 120 days)

Education:

• Bachelor's/University degree or equivalent experience

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Job Family Group:

Private Client Coverage

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Job Family:

Client Onboarding

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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:

$129,840.00 - $194,760.00

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:

Sep 09, 2025

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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.

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