Sr Vice President, Transfer Agency Site Head - Hybrid

The Cash & Trade Proc Grp Mgr. is a senior management level position responsible for accomplishing results through the management of a team or department in an effort to support clients in the opening/closing of investor accounts, trade processing, movement of funds, reconciliations, intra-day funds management and compliance in coordination with the Operations - Transaction Services team. The objective of this role is to ensure the seamless delivery of high volume transaction and cash management, transaction services and effective client and investor servicing..

Responsibilities:

• Manage a Cash and Trade Operations/Transaction Services teams in Transfer Agency, including investor account opening and maintenance, AML/ KYC, screening, transaction processing, payments, reconciliations, investor and client servicing, reporting.
• Liaise proactively with the leadership at oversight teams in other jurisdictions across Product, Operations, Change and Technology groups.
• Identify and implement operational efficiency via automation and process design and promote operational excellence.
• Drive and promote risk awareness and escalation culture in the teams.
• Oversee quality reviews, end results, budget, policy formulation and planning
• Manage client transaction reporting, including new product introductions, statement migrations, branding, legal disclaimers, etc.
• Resolve highly complex and varying issues that have substantial potential impact to operations and client service delivery.
• Apply comprehensive understanding of concepts and procedures within own area and basic knowledge of other areas to resolve issues
• Negotiate internally, often at senior levels (across functions) and with external parties, including clients, as needed
• Oversee and lead operations on internal or external reviews conducted by 2nd and 3rd lines of defense.
• 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.

As a successful candidate, you’d ideally have the following skills and exposure:

• 10+ years of experience in a related role
• In-depth transfer agency, fund administration operations knowledge
• Experience in trade / cash operations and management, in a banking industry, managing large teams
• Robust strategic leadership and people management skills
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated ability to remain unbiased in a diverse working environment
• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com/dei

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