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Citi · 2 days ago

Relationship Manager, Emerging Corporate - SVP

San Francisco, CA

Full-time

Onsite

Senior Level, Lead/Staff

$192K/yr - $288K/yr

10+ years exp

Citi is a global financial services company, and they are seeking a Senior Vice President for the Emerging Corporate Relationship Manager position. The role involves deepening client relationships, providing tailored solutions, and ensuring compliance with regulatory requirements while driving innovation in service delivery.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Actively calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates future needs, challenges or risks and expectations

Introduces solutions to clients in building and strengthening an effective portfolio

Works with product specialists and subject matter experts to structure innovative and customized solutions that meet clients’ individual needs

Works closely with Case Manager on the on-boarding and retention of clients, ensuring the appropriate “Know Your Client” (KYC) and other compliance deliverables are met

Identifies cross-sell opportunities to deepen and increase share of wallet

Maximizes client experience by proactive sharing markets updates, trend and intelligence

Drives innovation in the solutions we provide clients and further developing our business where necessary and appropriate

Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB)

Networks with clients to identify avenues for new business opportunities

Administrate the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes

Ensures compliance with regulatory requirements and Citi's policies / guidelines at all time

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

Qualification

Business developmentBankingInvestment productsRevenue generationFINRA LicensingRelationship ManagementAnalytical skillsSalesforceCommunication skillsDigital technology understandingMS Office proficiencyBiopharmaceutical knowledgeCollaboration skillsProblem-solving skillsInterpersonal skillsLeadership skills

Required

10 plus years of experience Business development, banking and investment products and process

Demonstrated interest in life sciences, innovation industries, and investors in the innovation economy

Proven track record of revenue generation

Demonstrates sound credit skills by being able to structure more complex deals

FINRA Licensing - SIE, Series 63 & 79; required to obtain within 90 days of employment

Exceptional collaboration and Relationship Management building skills

Ability to coordinate multi-functional teams to provide an exceptional client experience

Excellent interpersonal, communication and influencing skills (e.g., negotiation, consultative skills, leadership)

Passion for creating new business opportunities with existing clients and able to demonstrate innovative approaches to meeting clients' needs

Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients

Strong communication skills; written & verbal

Strong analytical and problem-solving skills, MS Word, Access, Excel, and PowerPoint

Education - Bachelor's/University degree in Finance, Economics or Accounting

Preferred

Interest and/or experience in advances in biopharmaceutical science and business a plus

Experience with Salesforce, Pitchbook, FactSet a plus

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)