Assistant Broker-Dealer Legal Entity Treasurer, Director

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Job Overview

Position Overview:

Citi’s Global Broker-Dealer Legal Entity Treasury team is seeking a highly qualified Director candidate for the role of Assistant Broker-Dealer Legal Entity Treasurer to support Broker-Dealer funding, capital and liquidity management and oversight requirements within the Treasury organization. The Assistant Broker-Dealer Legal Entity Treasurer plays a critical role in the management, coordination and oversight of key projects and daily management of resources across Global Broker-Dealer Entities. The role requires direct engagement with Markets Businesses and senior stakeholders within Treasury and across the firm. This role reports directly to the Broker-Dealer Legal Entity Treasurer.  

Team Description:

The Global Broker-Dealer Legal Entity Treasury team within the Global Treasury organization, is responsible for Global Broker-Dealer entity funding, liquidity and capital in coordination with regional Treasury partners and other key stakeholders across Citi and Markets businesses. Key team functions include daily risk monitoring, management and execution of funding, liquidity and capital needs (end of day and intraday), regulatory engagement, forecasting and analysis of key metrics, funding planning and execution in coordination with business partners, committee presentations, and other ad hoc analysis and engagement with senior management and divisional partners across Citi.

Key Responsibilities:

• Provides support and backup to the Broker-Dealer Legal Entity Treasurer for key management and oversight responsibilities.
• Oversees daily team responsibilities for monitoring and management  of Broker-Dealer funding, liquidity, and capital. Including for intraday liquidity, forecasting and explanation of business activity within our Global Broker-Dealer entities.
• Determines impacts to key liquidity and capital stress metrics, balance sheet usage, intraday liquidity usage and daily funding requirements.
• Oversees ad hoc, daily, weekly, monthly and annual analyses and supports reporting requirements to senior management.
• Manage multi-level forecasts across varied time horizons, from same-day liquidity and funding requirements to long-term balance sheet forecasting across the Markets business, in coordination with Global Legal Entity Treasury teams.
• Lead strategic projects key to team, Treasury, and Firmwide initiatives, including ongoing development and implementation of process improvements and strategic technology initiatives working with partners across Markets, Operations, Finance, Treasury and other areas throughout the organization.
• Lead and participate in presentations to senior management and regulators in ad-hoc, regulatory and committee forums, including for the monthly Broker-Dealer ALCO meetings.
• Contribute and support other cross-group initiatives.

Qualifications and Skills:

• Minimum 10-15 years of experience in Treasury, Liquidity Risk Management, Markets or other related experience, with strong understanding of Broker-Dealer business activity and product areas and how they translate into funding, liquidity and capital impacts.
• Strong analytical skills and detail oriented with advanced critical thinking capabilities
• Excellent communication skills, oral and written, with the ability to converse with a wide variety of people across functions / seniority Willingness and ability to work across all levels of key deliverables under tight deadlines and shifting priorities
• Strong problem solving skills with an ability to rapidly assimilate complex information across a variety of financial disciplines
• High energy style with the ability to work independently and multi-task in a fast pace environment.
• Well-developed aptitude with databases, spreadsheets, and other desktop applications, including Artificial Intelligence Large Language Models, Microsoft Excel, Tableau. Python is a plus.
• Must possess a proactive work ethic and be team oriented.
• 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.

Education:

• Bachelor’s Degree in Finance, Economics, Accounting, or related fields; advanced degree is a plus.

About Citi:

Citi is a preeminent banking partner for institutions with cross-border needs, a global leader in wealth management and a valued personal bank in its home market of the United States. Citi does business in more than 180 countries and jurisdictions, providing corporations, governments, investors, institutions and individuals with a broad range of financial products and services.

Additional information may be found at www.citigroup.com | X: @Citi | LinkedIn: www.linkedin.com/company/citi | YouTube: www.youtube.com/citi | Facebook: www.facebook.com/citi

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Job Family Group:

Finance

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Job Family:

Balance Sheet Management

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Time Type:

Full time

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Primary Location:

Tampa Florida United States

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Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

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

Business Acumen, Data Analysis, Internal Controls, Management Reporting, Problem Solving, Process Execution, Risk Identification and Assessment, Transfer Pricing.

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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:

May 06, 2026

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