About the Role
The Account Management Manager leads a team of Account Managers serving the Futures, OTC Clearing & FX Prime Brokerage client base. This role is crucial for driving portfolio revenue growth, client retention, client satisfaction, and achieving strategic objectives within the account management function. The Manager provides essential leadership, coaching, and oversight to ensure consistent client coverage, effective risk management, and superior client service, while also promoting collaboration and franchise growth.
Responsibilities
- Lead, develop, and manage a team of Account Managers, fostering a high-performance and client-centric culture.
- Establish clear goals, performance expectations, and development plans for team members.
- Conduct regular coaching, performance reviews, and succession planning activities.
- Drive consistency in client coverage models, service standards, and best practices across the portfolio.
- Ensure effective resource allocation and client coverage across priority relationships.
- Oversee client wallet analysis and partner with Account Managers to identify, prioritize, and execute strategic growth and cross-sell opportunities.
- Monitor portfolio performance and actively manage business opportunities and revenue concentration risks.
- Oversee client engagement strategy and executive-level client reviews, ensuring timely identification and resolution of client concerns and evolving business requirements.
- Serve as a senior escalation point for critical client issues, service concerns, and commercial negotiations.
- Ensure clients receive a consistent, high-quality experience aligned with Citi's service standards and strategic objectives.
- Ensure the team effectively executes first-line risk and control responsibilities, maintaining adherence to prescribed risk parameters and escalation protocols.
- Promote a strong risk and control culture while balancing client needs and commercial objectives.
- Monitor portfolio-level risk trends and ensure appropriate governance and escalation.
- Execute strategic initiatives that enhance client experience, operational efficiency, and business performance.
- Identify trends within the portfolio and provide recommendations to senior management.
- Represent Account Management in cross-functional forums and governance committees.
- Partner with Product, Operations, and Technology teams to drive process improvement and service optimization initiatives.
Requirements
- 15+ years of experience within Futures, OTC Clearing, FX Prime Brokerage, Prime Services, or related Markets businesses.
- Demonstrated leadership experience, including coaching, performance management, and talent development.
- Strong understanding of risk and control frameworks.
- Broad cross-product knowledge covering Futures, Equities, Fixed Income, FX, and Cleared Swaps.
- Proven track record managing complex client portfolios and leading cross-functional initiatives.
Skills
- Proven people leadership and team development capabilities.
- Strong executive presence and stakeholder management skills.
- Strategic thinking and commercial acumen.
- Excellent written and verbal communication skills.
- Superior analytical and problem-solving capabilities.
Location
- New York, New York, United States
Work Type
- Full time
Experience Level
- 15+ years
Salary/Compensations
- $170,000.00 - $300,000.00
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 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.
- If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
- View Citi’s EEO Policy Statement and the Know Your Rights poster.
