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About the Role

Own and grow a portfolio of U.S.-headquartered, venture-backed software companies. Serve as a trusted advisor to high-growth FinTech and Payment Intermediary clients, connecting them to Citi's global capabilities. Success is measured by relationship quality, new business origination, and differentiated insight.

Responsibilities

• Drive new client acquisition across the FinTech sector, focusing on venture-backed companies at Series A stage and beyond.
• Develop deep expertise in payment intermediaries, merchant acquirers, payment processors, money movement platforms, and embedded finance providers.
• Navigate client's flow of funds and recommend appropriate Citi products and services within the bank's risk appetite.
• Present to Citi's compliance and risk committee to onboard a payment intermediary entity.
• Interpret legal opinions and review the risks of payment intermediary counterparties.
• Develop and execute outbound business development strategies, including direct client outreach, VC/PE partnership development, and referral channel cultivation.
• Represent Citi at industry conferences, founder events, and venture community forums.
• Advise clients proactively by sharing relevant market intelligence, sector trends, and tailored financial solutions.
• Collaborate with product specialists across various departments to structure and deliver customized solutions.
• Identify and develop cross-sell opportunities across the client portfolio.
• Oversee the credit relationship for each client, coordinating the credit process and ensuring regulatory compliance.

Requirements

• 10+ years of experience in commercial banking (at least 5+ years in fintech), relationship management, or a closely related financial services discipline, with a focus on technology or growth-stage companies.
• Strong knowledge of fintech and payments infrastructure, including complexities of intermediary payment models.
• Ability to evaluate client business models involving multiple counterparties and understand fund movement within payment ecosystems.
• Credit skills, including structuring complex credit transactions and guiding deals through the approval process.
• Deep knowledge of banking and investment products, with a track record of delivering sound financial advice.
• FINRA Series 79, 63, and SIE licenses, or the commitment and eligibility to obtain them.
• Ability to coordinate cross-functional teams and senior stakeholders under time pressure.
• Strong interpersonal, negotiation, and influencing skills, with confidence to engage at senior levels.
• Comfort with data-driven decision-making and ability to rapidly reprioritize.

Skills

• Fintech
• Payments Infrastructure
• Intermediary Payment Models
• Credit Analysis
• Financial Product Knowledge
• Relationship Management
• Business Development
• Cross-functional Collaboration
• Negotiation
• Influencing

Location

• New York, New York, United States

Work Type

• Full time

Experience Level

• 10+ years
• 5+ years in fintech

Education Level

• Master’s degree in business, finance, or a related field (beneficial)

Salary/Compensations

• $192,000.00 - $288,000.00

Benefits

• Discretionary and formulaic incentive and retention awards
• 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

About the Company

• Citi is a leading global bank providing a platform, network, and mandate to make a genuine impact on dynamic companies in the technology sector.
• Offers a culture that values inclusion, collaboration, and entrepreneurial thinking.

Equal Opportunity

• 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.
• Provides reasonable accommodation for persons with disabilities.
• EEO Policy Statement
• Know Your Rights poster