VP, Client Executive, Agency & Trust

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Job Overview

The Issuer Services business delivers bespoke capital market transaction services to a wide variety of clients including banks, corporations, lawyers and governments around the world. Specific transaction services are delivered in connection with Corporate Debt, Structured Finance, M&A, Project Finance, Restructuring and Depositary Receipts.  Issuer Services is a global business with offices located in the U.S., Mexico, Brazil, UK, Ireland, Germany, Dubai, Korea, Hong Kong, India and Singapore.

The Product Specialist Lead will be responsible for managing various workstreams within the Client Services team, including directing new account implementations, investments, and managing relationships with internal and external partners to ensure seamless and efficient product delivery.  A key objective of the role is to engage in process development for future state solutions and automation to provide a best-in-class client experience.  The role will have a focus on development of account and investment systems and processes and new client implementations.

Responsibilities:

• Manages the daily functionality and process flow development within the account and investment scope, agreeing to and tracking business priorities, and incorporating regulatory and compliance requirements
• Supports activities related to the development or new processes and functional implementation of products including developing business cases, requirements definition (BRDs), introducing innovative enhancements, feature and functionality based on market and industry research and trends and client needs
• Ensures processes remain aligned to the product vision, business priorities and corresponding roadmap to delivery
• Develops plans, prioritizes, coordinates design and delivery of product implementation or features to product release, and serves as product implementation ambassador within user community
• Works in close co-ordination with Technology, Business Managers and other stakeholders to fulfill the delivery objectives
• Manages and implements a wide variety of products and solutions
• Identifies solutions ranging across reporting, account implementation and internal and external entitlements
• Partners with senior team members and leaders and a widely distributed global user community to define and implement solutions
• Interacts with business managers and technology to understand their long-term vision, discuss industry trends, and incorporate them into the solutions strategy
• Focuses on controls and governance, including representing the business on internal and external audit responses and remediation/correct action plans
• Lead implementation projects to increase efficiencies and meet modernization/digitization goals
• Drive innovation by working with internal/external partners as needed to develop future state implementation processes
• Liaise with Sales and Transaction Management team to execute delivery of service across Agency and Trust products and client transactions. 
• Build and develop relationships across internal and external partner teams.
• 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.

Qualifications:

• Minimum 4-8 years of experience in the financial industry, in a position with a client facing team.   Strong knowledge of Agency & Trust products. 
• Detail oriented, intellectual curiosity, analytical and conceptual thinker with strong organizational skills
• Proactively seeks and develops enhancements based on future state mindset
• Ability to build networks and relationships internally and externally
• Familiarity with process flow and ability to create detailed procedural documents
• Comfortable with performing data investigations that require a high degree of accuracy with tight timescales
• Ability to structure and break down problems, develop solutions, and to drive to results
• Ability to collaborate and clearly communicate with team members of an organization
• Experience supporting large cross functional initiatives
• Strong interpersonal skills related to client interaction, and internal team interactions 
• Proficient with Excel, Word, PowerPoint and general computer skills
• Experience with utilizing account management systems, and other internal management systems/policies
• Strong written and verbal communication skills
• Excellent work ethic, self-motivated

Education:

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

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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:

Tampa Florida United States

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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.

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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:

Oct 30, 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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