Associate Account Executive - Banking and Wealth Job at Plaid (San Francisco)

Team Banker

Citi Global Wealth at Work is one of the core pillars of Citi’s Wealth strategy,...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

A good track record of experience in a similar role
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities
Pro-active, initiative and driven / Excellent communication skills, written and verbal / Excellent relationship building skills (with clients, and across hierarchical levels and other functions)
Numerate, analytical mind, with strong problem-solving skills / Ability to challenge status quo and continuously optimize processes and tasks in own area of responsibility / Ability to build effective working relationships across hierarchal levels
Regulated role with applicable/mandatory qualifications and/or licenses / RDR compliant, where relevant
Investment Advisory Diploma Level 4 or CFA

Job Responsibility

Work in partnership with the Private Bankers on the team, predominantly the team leader, to provide excellent client service and prospecting support
The role works closely with clients, prospects and Private Bankers as well as all product partners, to provide a high level of sales and product experience and support the banker in all aspects of marketing, prospecting, presentation preparations, reporting and regulatory requirements
Solid knowledge of bank products and regulatory requirements as well as excellent contact and communication skills are critical
Assist bankers and clients in all related matters with a particular focus on: Work in partnership with the Private Banker team to address the financial needs and expectations of the client
Exceed client expectations by thoroughly understanding problems and providing creative solutions
Maintain close contact with clients in conjunction with the Private Bankers
Provide direct and indirect sales support to the Private Bankers through joint calls and work closely with product specialists to implement client decisions as well as ensuring after-sales follow-up
Partner with Private Bankers to develop comprehensive understanding of client needs and to assist the Private Bankers in formulating and executing specific account strategies, proposing solutions and negotiating standard transactions
Provide innovative support in marketing strategies
Assist the Private Bankers in executing sales strategies for formulating strategies, if required

Fulltime

Banker/Senior Relationship Manager, Citi Commercial Bank Spain

Citi is expanding its Commercial Banking business in Spain and Portugal, serving...

Location

Spain , Madrid

Salary:

101900.00 - 168100.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients
Demonstrate strong credit skills
capable of structuring all credit deals and the ability to identify risks / issues and track them to closure
Experience in managing multiple project timelines and prioritizations
Ability to coordinate multi-functional teams to provide exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Accountable for significant direct business results and provide advice regarding the operations and growth of the business
A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients

Job Responsibility

Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, identify and anticipate future needs, roadblocks or risks and expectations, delivering Citi´s product offer and global network
Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
Work closely with EMEA TTS implementation team, CCB Cash Sales Managers, Underwriting / Risk teams, Markets experts and Relationship Associates on a daily basis. Interaction with other CCB teams across the globe. Collaborate with IB and Wealth teams to develop opportunities
Participate in structuring solutions specific to client / industry segment while maintaining overall accountability for clients / transactions and building / strengthening an effective portfolio
Manage the credit relationship of clients, coordinating and overseeing the end-to-end process, ensuring adherence to internal policies and frameworks
actively contribute to the preparation of credit memos, and present and defend proposals before risk and business committees
Maximize client experience by proactively sharing markets updates, trends and intelligence
Monitor and support products’ implementation processes. Manage customers and transactions on CRM platform
Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met
Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times

Fulltime

Svp - Wealth Operations, Non-Financial Regulatory Reporting

The SVP - Wealth Operations, Non-Financial Regulatory Reporting is a key leaders...

Location

India , Chennai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

A minimum of 15+ years of relevant experience in a large, complex, multinational financial services firm, with at least 7+ years in a senior managerial capacity leading teams
Deep subject matter expertise in Operations and Non-Financial Regulatory Reporting (e.g., COB, Records Management, etc.). Proven experience with the associated control frameworks, data lineage challenges, and regulatory landscape
Strong working knowledge of key Americas NFRR regimes (e.g., SEC: N‑PX, Rule 606/605
FINRA: CAT, CAIS
MSRB G‑14
TRACE
CFTC/Dodd‑Frank) with familiarity across global regimes that intersect with Wealth (e.g., MiFID/MiFIR, EMIR, FMIA, HKMA, SFC, MAS, CSSF, UAE Central Bank)
Proven record of achievement in leading large-scale transformation initiatives, driving process re-engineering, and implementing automation
Exceptional ability to think strategically, connect disparate ideas, and draw logic-based conclusions from complex datasets
Masterful communication, negotiation, and interpersonal skills, with the ability to influence and build consensus among senior stakeholders in a matrixed organization

Job Responsibility

Execute daily/weekly/monthly NFRR reporting obligations across Americas Wealth, including preparation, validation, reconciliation, control execution, and documentation
Ensure accuracy and completeness across key reporting domains: CAT, Rule 606/605, N‑PX, TRACE, MSRB G‑14, and other Wealth‑linked Americas reports
Support Wealth data inputs for global regulatory obligations (e.g., Dodd‑Frank/CFTC, Volcker, EMIR, MiFID/MiFIR, HKMA OTC reporting, SFC/HKMA surveys, MAS statistical reporting, CSSF reporting, CDDP6, UAE BRF-series, etc.)
Follow approved procedures with precision, updating workpapers, logs, calendars, and filing evidence to audit‑ready standards
Perform variance checks, exception reviews, population validation, control sign‑offs, and root‑cause analysis for identified issues
Maintain high‑quality, regulator‑ready reporting documentation, including lineage notes, validation results, and procedural references
Architect and deploy a best-in-class, unified regulatory reporting framework for the Americas, eradicating siloed ownership structures and creating an impermeable control environment
Champion the transformation of the function into Regulatory Intelligence & Strategy, using data-driven insights to provide senior leadership with predictive analytics and decision-making intelligence
Drive the execution of our 2026 strategic roadmap, ensuring all objectives, including the deployment of a robust control framework and the enhancement of data integrity, are delivered on time and to the highest standard
Act as a primary liaison with internal and external auditors and regulators, cultivating a culture of perpetual exam readiness and representing the firm with authority and credibility

Fulltime

Relationship Director

The role: Join Relationship Management, to build and maintain relationships with...

Location

United Kingdom , London

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Coverage Mindset: Proven track record in developing client account plans and identifying opportunities to meet clients' current and evolving needs for the Bank's products and services
Sector Focus: Deep understanding of the challenges and opportunities facing Financial Services businesses, and a demonstrable track record of providing innovative solutions to support clients' sustainable growth
Market presence: Able build a strong sector-focused network across clients, prospective clients, advisors and industry bodies
Financial Skills: Strong financial analysis skills with the capability to teach and coach others
Risk Management: Ability to anticipate and identify risks, implementing appropriate mitigation strategies
Interpersonal Skills: Excellent influencing skills with the ability to build positive working relationships with clients, colleagues, and stakeholders
Market Insights: Experience in pricing, product propositions, and competitive positioning to enhance UK Corporate Bank's offerings and market share
Communication: Exceptional organisational, written, and verbal communication skills
Business Development: Experience in building new businesses and sustainable new to firm revenues
Analytical Skills: Capability to gather, interpret, and analyse information to effectively respond to customer and stakeholder needs

Job Responsibility

Develop and enhance relationships with a portfolio of UK Corporate Bank clients operating in the Financial Services sector
Foster proactive collaboration with teams such as Large Corporate Lending, M&A, Trade and Working Capital, Risk Solutions, Payments & Cash Management and the Private Bank to win new business and deliver consistently excellent outcomes for clients
Play a leading role in developing and executing UK Corporate Bank's strategy for Financial Services sector clients
Represent Barclays to external and internal stakeholders and contribute to a sector focused marketing strategy
Act as First Line of Defence in line with the Bank's risk management framework
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
Design of customised solutions that address the client's specific needs and objectives
Communication of the value proposition of proposed solutions
Provision of guidance to clients to support their financial decisions, risk management and wealth management strategies

What we offer

Cycle or run to work? We've got everything you need – from cycle hire and parking areas to new showering and changing facilities
CoSpace is our drop-in co-working space
Our Wellness Suite includes a well-equipped gym and exercise studios, and provides personal training sessions and massage therapy

Fulltime

Thailand Head of Investor Services

The Thailand Head of Investor Services is a leadership position with ownership o...

Location

Thailand , Bangkok

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive experience in Investor Services within a global financial institution, with an emphasis on senior product management, business leadership, or P&L ownership roles
Deep familiarity with Thailand market — including the regulatory environment, Central Securities Depositories (CSDs), Financial Market Infrastructures (FMIs), and local market conventions
Track record of formulating and executing business strategy at a multi-country or global level, including market share growth, client wallet share expansion, and differentiation in custody or related securities services while aligning with global priorities, responding to competitive dynamics, and capitalizing on emerging market opportunities
Established track record of building and managing senior client relationships, including institutional investors, asset managers, sovereign wealth funds, and insurance companies
Strong ability to partner with coverage teams to identify and convert client growth opportunities
Skilled in articulating complex custody and IS value propositions to institutional clients at a senior level
Executive-level understanding of operational, regulatory, and market risks inherent in the Custody business, having built risk-aware culture across distributed teams
Strong understanding of end-to-end custody operations — from client onboarding and settlement through to billing and SLA management — with experience driving service model improvements and platform enhancements
Comfortable driving data, technology, and AI agendas within a product context — including automation of operational workflows, AI-enabled client tooling, and digital product manager capability development within teams
Prior success operating within a large, highly-matrixed global organization — able to influence across product, operations, technology, risk, and coverage functions at C-Suite level

Job Responsibility

Own and deliver the Thailand country P&L, including revenue, profitability, RoTCE targets and balance sheet optimization
Drive productivity across top and bottom line: Partner with Product, Operations, and Technology to deliver expense optimization, automation, and AI deployment
Execute revenue optimization: Implement pricing strategies, revenue leakage management, rate card optimization, and product-driven commercial initiatives
Formulate and implement Country level strategy to increase market share
Leverage the Custody value proposition at a segment level to increase client share of wallet
Execute global strategic initiatives: Partner with Global Product teams to deliver transformation programs, operating model changes, product commercialization, and data/AI agenda
Lead custody product differentiation and innovation efforts in the country, including opportunities for external collaboration, while building key relationships with CSDs and other FMIs
Bring executive-level risk management mindset to business decisions and build a culture of risk management throughout country teams and partners in the cluster
Design and implement risk governance: Partner with Operations and Risk & Control leadership to establish appropriate MCA controls for the country, maintaining risk within appetite
Drive compliance and transparency: Ensure adherence to applicable laws, rules, and regulations

Fulltime

Vp, Structured Products

The Vice President (VP) of Structured Products is responsible for designing, mar...

Location

United States , West Des Moines; Chicago

Salary:

209091.00 - 388311.00 USD / Year

Sammons Financial Group

Expiration Date

Until further notice

Requirements

Bachelor's Degree in Finance, Economics, Mathematics, or related field
MBA or advanced degree
Experience in capital markets, structured products, derivatives, or defined outcome products
Experience working with institutional or wealth management clients
Broad financial services experience
Expertise in structured product design, derivatives, and capital markets
Strong financial acumen, including pricing, profitability, and risk management
Proven ability to build and manage client relationships
Strong presentation and communication skills
Strong project management and execution capabilities, with the ability to manage complex transactions and multiple stakeholders

Job Responsibility

Design and structure customized structured products
Develop new investment strategies and product structures to meet evolving client needs
Work with trading and quantitative teams to determine pricing, payoff structures, and hedging strategies
Identify and act as a primary liaison with institutional partnerships
negotiate arrangements and growing structured product sales
Partner with sales teams to originate structured product opportunities with financial advisors, institutional investors, wealth management platforms, and other key stakeholders
Present structured product strategies and educate clients on product mechanics, risks, and performance scenarios
Build and maintain relationships with structured product platform providers, Registered Investment Advisors (RIAs), broker-dealers, banks, and institutional investors
Evaluate market, credit, and liquidity risks associated with structured products
Ensure compliance with Securities and Exchange Commission (SEC), Financial Industry Regulatory Authority (FINRA), and internal risk management guidelines

What we offer

Comprehensive health coverage for you and your family, including Medical, Dental, Vision, HSA & FSA options, and term life insurance
Competitive compensation with a performance-based incentive program tied to clear goals and individual and/or company success
Invest in your future with our 100% company-funded Employee Stock Ownership Plan (ESOP), plus automatic enrollment in our 401(k)
Work–life balance that means something. Friday afternoons off year-round, generous paid time off, and paid holidays
Commit to your growth with paid development time, tuition reimbursement, and professional development opportunities across industry, individual, and leadership programs
Make an impact beyond the workplace through volunteer time off, and our company nonprofit matching gift program, supporting the causes that matter most to you
An ownership culture that inspires
join a connected, values-driven workplace where employees take accountability, support one another, and are empowered to do their best work—together shaping our future shared success

Fulltime

Private Banker Team Leader

The Private Banker Team Lead drives market strategy, leads hiring and talent dev...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Must be CACS 1 & 2 certified
Regulated by MAS (Monetary Authority of Singapore)
Experience in driving market strategy, leading hiring and talent development, and managing team KPIs and sales performance
Experience in providing senior oversight of client activity and banker development
Experience in maintaining strong governance and risk discipline
Experience in cultivating a high‑performing, client‑centric team culture
Experience in establishing and nurturing profitable partnerships with corporate and individual clients
Experience in management of client relationships to identify financial goals, challenges, and risk tolerance
Experience in research and understanding of client's industry trends, regulatory landscape, and competitive environment
Experience in design of customised solutions

Job Responsibility

Drive market strategy
Lead hiring and talent development
Manage team KPIs and sales performance
Provide senior oversight of client activity and banker development
Maintain strong governance and risk discipline
Cultivate a high‑performing, client‑centric team culture
Ensure the team executes a focused and commercially aligned business plan
Establish and nurture profitable partnerships with both corporate and individual clients
Act as the bridge between the bank's offerings and clients' needs
Manage client relationships to identify financial goals, challenges, and risk tolerance

What we offer

Structured hybrid working
Supportive and inclusive culture and environment
Opportunity to explore flexible working arrangements
Office designed to optimise well-being
Integrated live-work-play development with shops, restaurants, gyms
Great location in Marina Bay with convenient commute options and excellent views
Access to eco-friendly facilities like an eco-farm
Work in one of the wealthiest and safest cities in the world
Richly diverse, wholly inclusive environment
Commitment to inclusion and opportunities

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Select Country

Associate Account Executive - Banking and Wealth

Job Description

Job Responsibility

Requirements

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