11 days old

Investment Service Team Manager

Citigroup
New York, NY 10176
The Inv Sales Service Sr. Manager accomplishes results through the management of professional team(s) and department(s). Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Has responsibility for volume, quality, timeliness and delivery of end results of an area. May have responsibility for planning, budgeting and policy formulation within area of expertise. Involved in short-term planning resource planning. Full management responsibility of a team, which may include management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary and terminations and may include budget approval. Wealth at Work (WaW) and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.


**Responsibilities:**


+ The Investment Service Manager role is to provide a wide variety of service and support to Banking Teams, Investment Counselors and Product Specialists across WaW. The position focuses on servicing clients of WaW by understanding their investment objectives, and working with team members to help deliver, facilitate and implement investment solutions.

+ Provide high level of support, including but not limited to client market and price updates, documentation approval, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed income maturities, settled free cash, reorganization notices,

+ Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings

+ Strong organizational skills, multi-tasking and time management very important

+ Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries

+ Liaise with Private Banking partners including Private Bankers, AB's and Product Specialists

+ Help support the senior members of the investment team in their delivery of investment solutions to clients.

+ Manage and coach team members to develop team, ensure they are executing requests timely and appropriately and drive strong partnership with banker teams they support.

+ Appropriately assess 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.


**Qualifications:**


+ 6-10 years of experience

+ Banking and/or investment experience Strong communication, written and follow up skills. Detailed oriented and strong time management and organizational skills. Ability to work without direction. Self motivated. Strong Microsoft office skills.

+ Banking and/or investment experience

+ Management experience preferred

+ Strong communication, written and follow up skills. Detailed oriented and strong time management and organizational skills. Ability to work without direction. Self motivated. Strong Microsoft office skills.

+ Bloomberg

+ US Only: S7 & S63 & S65 of S66; NOTE: Securities Industry Exam (SIE is a prerequisite to the S7)


**Education:**


+ Bachelor's/University degree


-------------------------------------------------


**Job Family Group:**


Private Client Product Services

-------------------------------------------------


**Job Family:**


Investment Sales Services

------------------------------------------------------


**Time Type:**


Full time

------------------------------------------------------


Citi is an equal opportunity and affirmative action employer.


Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.


Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .


View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .


View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .


View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


-----------------------------


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Categories

Posted: 2022-05-13 Expires: 2022-06-12

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Investment Service Team Manager

Citigroup
New York, NY 10176

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast