Fdc Operational Client Relationship Manager Job at Citi (London)

Client Executive - Relationship Sales

Citi is looking to hire a senior client executive to drive organic revenue growt...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Significant experience in Futures, OTC Clearing, and/or FX Prime Brokerage
Comprehensive understanding of risk and control frameworks within the FDC business
Broad cross-product knowledge encompassing Futures, Equities, Fixed Income, FX, and Cleared Swaps
Strong grasp of global markets, including regulatory landscapes and operational/settlement procedures
Proven ability to build and maintain strong relationships with clients
Excellent communication, analytical, and problem-solving skills

Job Responsibility

Take ownership of client profitability and revenue growth, actively managing returns associated with client FDC relationships
Develop a deep understanding of each client's structure, investment strategies, and service needs to provide tailored solutions
Conduct regular client reviews to assess satisfaction levels, address evolving requirements, and proactively resolve any concerns
Drive continuous enhancement of Citi's FDC product suite and service offerings based on client feedback and market trends
Identify and execute cross-sell opportunities to expand client engagement across the FDC product suite and related offerings
Partner with internal stakeholders (Sales, Product, Operations) to ensure Citi is a top-tier provider for our clients
Act as a first line of defence to ensure that clients adhere to prescribed risk parameters, working with In-Business Risk and Credit Risk Management

What we offer

27 days annual leave (plus bank holidays)
A discretional annual performance related bonus
Private Medical Care & Life Insurance
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Senior Customer Success Manager

Luma's mission is to build multimodal AI to expand human imagination and capabil...

Location

United States , New York

Salary:

124000.00 - 155000.00 USD / Year

Luma AI

Expiration Date

Until further notice

Requirements

5–8 years of relevant experience in Customer Success, Account Management, Strategic Accounts, or a closely related client-facing function, with a track record of owning complex, high-value customer relationships
A senior IC who has demonstrably led scoped projects or workstreams with minimal oversight and meaningful cross-functional impact
Capable of informally mentoring and upleveling junior teammates — through coaching, reviewing their work, modeling craft, and pulling them through hard situations
Strong systems thinker: can spot patterns across accounts, design processes that scale, and integrate CS work into the broader product and GTM architecture
Hands-on operator at heart — still motivated to roll up your sleeves and run the work, not just direct it
Exceptional communicator who can navigate executive conversations, hold the room with technical partners, and translate customer feedback into clear, actionable input for Product and Engineering
Comfortable operating with high autonomy in an ambiguous, fast-evolving environment
Strong sense of ownership and judgment — you make the call when the playbook does not exist, and you escalate cleanly when it should

Job Responsibility

Own a portfolio of Luma's enterprise accounts, driving adoption, retention, and expansion with minimal oversight
Build and maintain executive-level relationships within your accounts — operating as a strategic advisor, not just a point of contact
Run the full enterprise CS motion: structured onboarding, success planning, executive business reviews, renewal management, and expansion identification
Lead scoped customer success initiatives end-to-end — executive business review programs, customer health frameworks, onboarding journeys for new customer segments, technical enablement programs
Informally mentor and coach CSMs through account reviews, customer escalations, and day-to-day craft — modeling what great looks like without formal management accountability
Serve as a senior voice of the customer to Product, Engineering, Research, and GTM leadership — synthesizing patterns across accounts into clear, prioritized input that influences roadmap and strategy
Diagnose and resolve complex, ambiguous customer problems where no established playbook exists — and codify the resulting solutions into repeatable practices for the team
Define and refine core CS processes — account segmentation, success planning, QBRs, renewals, escalation paths — as the function scales
Partner cross-functionally with Sales, FDC, Solutions, Product, and Engineering to integrate CS work into Luma's broader GTM motion
Run point on high-stakes customer escalations and executive-level relationships, including technical deep dives and strategic alignment conversations

Fulltime

Regional Director of Leisure Sales (Western Region)

Reporting directly to the Global Director of Leisure Sales and indirectly to the...

Location

United States , Beverly Hills

Salary:

155000.00 - 158000.00 USD / Year

L'Ermitage Beverly Hills

Expiration Date

Until further notice

Requirements

Highly motivated individual who can work independently
Ability to handle confidential information discretely and in the proper manner
Self-starter and possess excellent presentation skills
Proven track record of successful sales history

Job Responsibility

Achieve the financial objectives of each property in their managed area for market segments actively being worked
Works collaboratively with each property's sales team to ensure sales efforts are coordinated and not duplicated
Builds and strengthens relationships with existing and new customers to enable future bookings
Activities include but are not limited to sales calls, entertainment, FAM trips, tradeshows etc.
Develop relationships within the travel community to strengthen and expand the customer base for sales opportunities
Entertain clients and hotel guests on the property as directed by the Global Director of Leisure Sales
Manages and develops relationships with key internal and external stakeholders
Participates in sales calls, phone solicitation/prospecting, and market analyses to acquire new business and/or close on business
Executes and supports operational aspects of business booked (i.e generate proposal, writing contracts, and customer correspondence)
Identifies new business opportunities to achieve personal and sales organization goals

Fulltime

Senior Sales Manager - Entertainment

The William Vale aims to blend the authenticity of the Williamsburg neighborhood...

Location

United States , Brooklyn

Salary:

90000.00 - 110000.00 USD / Year

L'Ermitage Beverly Hills

Expiration Date

Until further notice

Requirements

Education: A 4-year bachelor’s degree in business administration, marketing, hotel and restaurant management, or a related major is preferred
Experience: Minimum 5 years of sales experience in a luxury hotel environment
Grooming: All colleagues must maintain a neat and well-groomed appearance (specific standards will be provided)
Travel Requirements: This position requires business travel as direct by the Director of Sales
A complete understanding of forecasting, selling, and dynamics of the Brooklyn and greater Manhattan Market and competitive set
Highly motivated individual who can work independently
Ability to handle confidential information discretely and in the proper manner
Self-starter, and possess excellent presentation skills
Proven track record of successful sales history

Job Responsibility

Responsible for attaining assigned goals tied to the hotel's overall performance
Effectively soliciting and securing new accounts and entertainment group business
Solicit, engage, and develop relationships with people in the Entertainment Industry to secure business and groups
Works collaboratively with the sales team to ensure sales efforts are coordinated and not duplicated
Builds and strengthens relationships with existing and new customers to enable future bookings
Develop relationships within the community to strengthen and expand the customer base for sales opportunities
Entertain clients and hotel guests on the property as directed
Manages and develops relationships with key internal and external stakeholders
Participates in sales calls, phone solicitation/prospecting, and market analyses to acquire new business and/or close on business
Executes and supports operational aspects of business booked

Fulltime

Senior Operations Lead, Futures & Derivatives Clearing - Client Services

Futures & Derivatives Clearing (FDC) Markets Operations supports the firm’s clie...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

10-15 years of relevant client facing experience
Relevant experience across financial organizations i.e. Investment Banking / Investment Management / Hedge Fund
Strong product and operations experience across listed derivatives
futures, OTC Clearing, prime brokerage and FX PB
Client & Relationship focus, proven experience managing and expanding client relationships across financial services, specifically with institutional clients
Demonstrated ability to grasp client needs, proactively address issues, and provide top-tier service in a dynamic environment. Excellent communication and stakeholder management skills, including conducting client meetings and operational reviews.
Demonstrated ability to build strong working relationships with internal teams (Sales, Compliance, Operations, Technology) for a seamless client experience
Strong analytical and problem-solving skills, with the ability to analyze client data, identify trends, and develop solutions to improve operational efficiency and client experience.
Proficiency in using data analysis and AI tools and techniques.
Strong understanding of listed derivatives / OTC clearing / Futures, Prime and FXPB, including trading, operations, regulations, and industry best practices. In-depth post-trade operations knowledge (clearing, settlement, custody, corporate actions, deliveries, margins)

Job Responsibility

Manage, coach and motivate a direct team of 8 and several matrix reports
Lead the team to aspire to an excellent client experience and service delivery across operations, in line with Citi values
Develop strong client relationships by building trust through transparency and responsiveness
Contribute and lead Operations client related projects, provide feedback for all project related activities as directed and overlay the appropriate governance
Set client servicing best practices and roles & responsibilities across the region
Develop client metrics on service, manual touch points and automation opportunities
Track client issues, requirements and manage through regular forums and governance
Question the status quo and improve processes and productivity, be a process engineer
Be commercial
support the growth of the FDC client base and partner with the FDC Business groups

Fulltime

Senior Lead Counsel - Futures and Derivatives Clearing - Director

To provide senior legal advice and support in relation to Citi’s Futures and Der...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Significant relevant industry experience with some experience working in an in-house legal role in financial services
Excellent leadership, interpersonal, organizational and relationship management skills
Experience in working with regulators/regulatory bodies is preferred
Proven ability to apply sound judgement while managing multiple assignments simultaneously in a demanding, fast-paced environment
Comprehensive knowledge of international, multi-jurisdictional laws, regulations and practices while staying abreast of regulatory and legal environment, internal policies and industry trends that impact the Business
Experience with complex deals, demonstrated ability to analyze issues and develop legal solutions
Effective communication and negotiation skills and ability to build and maintain trusted relationships
Practising certificate in good standing to practice law
Educated to degree level and will have obtained a legal qualification in a relevant jurisdiction

Job Responsibility

Acting as lead legal advisor to the FDC business and related operational teams, participating in strategic initiatives, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business
Objectively evaluating Business proposals by applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws, rules, and regulatory guidelines, escalating as appropriate
Collaborating across internal lines of business and control/support functions to achieve coordinated and efficient outcomes on matters of common interest
coordinate closely with the Legal team on a regional and global basis
Participating in business planning and development initiatives
contribute to business objectives by providing thought leadership using knowledge of industry, laws, and regulations
Proactively identifying, evaluating, and contributing to the appropriate management of legal, regulatory, and reputational risk by collaborating with Independent Compliance Risk Management, following relevant legal developments, participating in internal projects, escalating as appropriate
Managing day-to-day legal activities as a subject matter expert in area of responsibility and provide advisory services to business partners
Monitoring management of complex legal issues and transactions, escalating when necessary
Appropriately assessing 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 behaviour, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

VP Relationship Sales

The Relationship Sales group within Prime Services is responsible for the overal...

Location

United States , New York

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

8 years of relevant experience
extensive experience of Futures, OTC clearing, and FX Prime Brokerage
cross-product knowledge covering equities, fixed income and repo a plus
comprehensive knowledge of the risk and control environment impacting Citi
proven self-motivation and organizational skills
consistently demonstrate clear and concise written and verbal communication
understanding of global markets, including market regulations and operational/settlement procedures
prior experience in a client facing role
FINRA Licenses SIE, 3, 7, 63
bachelor's degree/University degree or equivalent experience

Job Responsibility

Act as a senior client relationship manager for the Futures, OTC Clearing and FX Prime Brokerage (FDC) business
lead structured meetings, multi-client events, single-client events, and publish detailed call reports
monetize new opportunities line with the sales strategy
re-originate clients under minimum revenue thresholds
accountable for client profitability and revenue growth, as well as managing returns associated with the client FDC relationship
participate in structured service reviews and/or Broker Votes with follow up detail and action plans
periodic client reviews to determine overall client satisfaction and coordinate the response to client evolving requirements and any concerns
understand the client wallet, drive organic growth and identify cross sell opportunities
avoid revenue slippage via interest/commission monthly sanity checks
educate clients on tools to manage GSIB gross-notional, UMR and RWA exposure

What we offer

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

Fulltime

New

Wealth Analyst

Join a highly respected wealth management firm that advises ultra-high-net-worth...

Location

United States , San Francisco

Salary:

120000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

2+ years in wealth management or financial planning
Exposure to financial planning and investment management
CFP® designation or actively pursuing CFP coursework
Strong analytical, communication, and client-facing skills
Someone who enjoys learning, collaborating, and taking ownership

Job Responsibility

Build and refine comprehensive financial plans
Analyze investment portfolios and prepare client recommendations
Create portfolio models and performance reports
Prepare materials for client meetings and participate in client discussions
Partner closely with Wealth Managers on sophisticated planning and investment strategies

What we offer

Bonus (up to 20%)
Profit Sharing
Partner/ownership track for high performers
Excellent work-life balance
CFP education sponsorship
Ongoing professional development
Collaborative culture
Casual work environment
Generous PTO
Strong healthcare coverage

Fulltime

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Fdc Operational Client Relationship Manager

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