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About the Role

The Relationship Manager will originate, manage, and expand relationships with venture capital-backed, growth-stage technology companies, focusing on hardware, semiconductor, physical AI, and data infrastructure. This strategic role requires staying abreast of industry developments and contributing to directional strategy by applying knowledge to job functions and the business. The position serves as a recognized technical authority within its area, demanding basic commercial awareness and advanced communication and diplomacy skills to influence stakeholders.

Responsibilities

Calls on clients to deepen relationships and proactively owns, responds to, uncovers, and anticipates future needs, roadblocks, 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 proactively sharing market updates, trends, and intelligence.
Drives innovation in the solutions provided to clients and further develops business where necessary and appropriate.
Executes strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB).
Networks with clients to identify avenues for new business opportunities.
Administers 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 times.
Appropriately assesses 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.

Requirements

6-10 years of experience.
FINRA Licensing - SIE, Series 63 & 79 (current or ability to obtain).
Sound knowledge of banking and investment products and processes.
Track record of providing sound banking and financial advice and solutions to clients.
Demonstrates sound credit skills by being able to structure more complex deals, which can include capital market transactions.
Demonstrates advanced level of Early Warning Detection skills.
Demonstrates advanced credit skills; able to structure all types of credit deals.
Ability to work effectively in a team setting.
Ability to coordinate multi-functional teams to provide an exceptional client experience.
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership).
Ability to work under pressure while making sound decisions.
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities.
A proactive approach in looking for ways to strengthen business relationships with clients, delivers a simple, secure and seamless client experience.
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 delivered for clients.
Able to quickly adapt priorities based on the latest data insights.

Skills

Relationship Management
Banking
Investment Products
Financial Advice
Credit Structuring
Capital Markets Transactions
Early Warning Detection
Interpersonal Skills
Communication Skills
Influencing Skills
Negotiation Skills
Consultative Skills
Leadership Skills
Teamwork
Client Experience
Innovation
Technology Adoption
Digital Understanding

Location

San Francisco, California, United States

Work Type

Full time

Experience Level

6-10 years

Salary/Compensations

$157,040.00 - $235,560.00

Benefits

Discretionary and formulaic incentive and retention awards
Medical coverage
Dental coverage
Vision coverage
401(k)
Life insurance
Accident insurance
Disability insurance
Wellness programs
Paid time off (vacation)
Sick leave
Paid holidays

About the Company

Citi is an equal opportunity employer.

Equal Opportunity

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.
Accessibility at Citi.
Citi’s EEO Policy Statement
Know Your Rights poster.