VP/SVP Prime/Futures Transition Manager

4 weeks ago


New York, New York, United States Hispanic Technology Executive Council Full time
Job Summary

The Transition Management team is a key component of the Sales Organization within Prime Finance. As a Transition Manager, you will be responsible for project managing the onboarding of both existing client relationships and new clients onto the Prime Finance Platform.

Key Responsibilities
  • Client Engagement: Manage the client onboarding lifecycle in a timely manner, ensuring a superior client experience.
  • Internal Stakeholder Engagement: Ensure all onboarding milestones are met, working closely with control functions such as Legal, Compliance, Market and Credit Risk, Audit, and Finance.
  • Issue-Spotting and Problem-Solving: Rapidly identify and escalate any bottleneck issues that may impede onboarding efforts.
Requirements
  • 5-10 years of relevant experience in client-facing, middle office, or operations financial services.
  • Strong cross-product knowledge covering Equities, Fixed Income, Futures, Foreign Exchange, and Swaps.
  • Self-motivated with strong organizational skills, ability to multitask, and prioritize tasks effectively.
  • Excellent project management skills, with a focus on delivering high-quality results.
Education

Bachelor's degree or equivalent experience, with a focus on finance, business, or a related field.

About Citi

Citi is an equal opportunity and affirmative action employer, committed to diversity and inclusion. We offer a competitive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.



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