Trade Sales Consultant-Vp

Citigroup Inc. New York , NY 10007

Posted 4 months ago

  • Primary Location: United States,New York,New York

  • Other Location: United States,California,San Francisco

  • Education: Bachelor's Degree

  • Job Function: Sales

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: Yes, 50 % of the Time

  • Job ID: 18061638

Description

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi's Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

The Trade business has aggressive growth targets for sales in 2018 and 2019. This is a replacement for a successful Director who has recently moved internally to a Solution Sales position in TTS. With the growing number of deals and an improving position vis--vis competition, it is critical for the business to be resourced and maintain the growth trajectory.

Position Objective: This role is to sell Citi's Trade capabilities, in particular Trade Finance, Trade Services and Supply Chain Finance, to a defined list of clients located in North America. The sales consultant will be the key client advocate for all of the trade products and ensure that the trade capabilities are delivered and executed to the satisfaction of the client base. Sales will be measured against goals for Wins, revenue growth, calling effort, and pipeline. In addition, this role will include supporting senior members of the team on flagship deals and managing strategic projects and initiatives for North America and/or other regions. This position will report to the North America Trade Sales Head.

Key Responsibilities:
The primary focus of this job will be relentless client calling to drive sales against the above mentioned target criteria. In addition it will be to support strategic initiatives such as client events, key product and sector origination initiatives, and MIS; work with corporate banking and Global Solution Sales teams to ensure client access; and finally work with Trade operations and product to ensure robust execution and revenue ramp up for the defined client set.

Development Value: Sales/Relationship management skills, Risk and Credit skills, Strategic leadership, exposure to seniors across the ICG and the globe, extensive client experience and development of expertise in specific client sectors. Ultimately this role could lead to future roles in Trade product areas, other sales roles globally, sales management roles within Trade as well as other client facing organizations such as TTS Solution Sales and/or Corporate banking.

Qualifications

The ideal candidate:

  • Has a strong knowledge of Trade Services, Trade Finance and Supply Chain finance

  • Has prior experience in a client facing role within the Trade business

  • Can articulate to clients the relevance and importance of various concepts pertaining to Trade such as: working capital, cash conversion cycle, risk mitigation, balance sheet management, capital structure

  • Can utilize financial statements and internal/external data to originate opportunities within a portfolio of clients

  • Is innovative; thinks creatively

  • Has a track record of building relationships and coordinating diverse groups to deliver results for our clients

  • Is very motivated and considered a self-starter; can succeed with minimal direction

  • Has very strong work ethic

  • Is very organized and can multitask

  • Has a strong knowledge of the Citi network and capabilities, with a solid understanding of Citi Risk and Trade policies

  • Has excellent communication and presentation skills, both written and verbal

  • Is proficient in the Microsoft Office suite; can not only refine but also prepare presentations / analysis

  • Bachelor's Degree required

upload resume icon
See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Wealth Management Ops Investment Products Middle Office Trade Support Manager VP

Jpmorgan Chase & Co.

Posted 6 days ago

VIEW JOBS 1/11/2019 12:00:00 AM 2019-04-11T00:00 Apply Now Wealth Management Ops Investment Products Middle Office, Trade Support Manager, VP Req #: 180112865 Location: New York, NY,US Job Category: Operations Job Description: Wealth Management Ops Investment Products Middle Office, Trade Support Manager J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. The Fixed Income Brokerage Support Manager, VP will be responsible for overseeing numerous functions, including new product implementation, trade flow management, platform support, T+0 trade support, street / client side settlement, and hands on resolution of complex, ad hoc issues. In this role, they will need an in depth understanding of fixed income lifecycle trade flow as well as FINRA and MSRB regulatory reporting requirements. They will also need the industry knowledge to partner with Legal, Risk, and Compliance, relative to daily operations, and strategic business / regulatory agendas. The role requires a willingness to take on a challenging and complex suite of products, and learn quickly in a high volume and constantly changing environment. Strong written and oral communication skills are a necessity, as this role includes heavy interaction with front office and the trading desks. This role also requires project management skills, as the suitable candidate should be able to partner in developing and implementing strategic agendas relative to product scope, operating model, and regulatory requirements. Responsibilities: * Coordinate with different functional areas including Technology, Front Office Product Desks, Supervisory Management, Compliance, and Settlements to implement process, system, and product changes * Act as middle office stakeholder for business, control, and regulatory implementation agendas * Provide Investor, Financial Advisor, and Client Service support to resolve ad hoc queries pertaining to order submission, order routing, order execution management * Monitor order/trade break and fail management reconciliation reports to reduce business risk * Interface with Operations on trade booking, fail management, exception processing, and ad hoc queries * Coordinate with investment technology to escalate daily defect management and support of strategic trading application enhancements * Consistent focus on improving functional efficiency and control of daily tasks * Compile and assist with developing MIS data for regular management reporting * Document procedures and process flows, and ensure they are kept accurate * Assist in developing and reviewing documented test plans, and coordination of test scenarios * Assist in the development of training materials * Analytical Skills: must be highly analytical with experience using objective data to drive strategic recommendations * Problem Solving Skills: candidate must be able to identify, understand, and address operational and technical issues * Strong communication and presentation skills, both written and verbal. A key aspect of this is the ability to clearly articulate issues and influence resolution * Ability to multitask and to work under pressure, prioritizing duties according to risk * Ability to face off to demanding stakeholders, managing their expectations while developing strong working relationships with them * A self-motivated individual who is able to deliver with minimal supervision while working effectively as part of a team * Previous experience in the Financial Services industry, ideally with specialization in cash fixed income products or trade support * Previous experience with regulatory influences (e.g. FINRA and SEC) * Knowledge of clearing, settlements, asset services, and transaction lifecycles * Bachelor degree required (Degree in Finance or Economics preferred) * Work Experience: 8+ years broker dealer or wealth management experience * Series 99 (Series 7 / 63 / 24 a plus) * Strong Excel skills; VBA macros a plus Jpmorgan Chase & Co. New York NY

Trade Sales Consultant-Vp

Citigroup Inc.