Citiservice Director Citiservice Investor

Citi

New York, New York, United States
Base: $170,000.00 - $300,000.00; bonus/equity: dis...
15+ years investor services experience
Senior client relationship management
Fund accounting and trade settlements expertise
This role serves as the Operations relationship lead and trusted advocate for Citi's most strategic global Investor Services clients

Job Summary

  • This role serves as the Operations relationship lead and trusted advocate for Citi's most strategic global Investor Services clients.
  • The position requires deep expertise across Fund Accounting, Middle Office, Transfer Agency, and other core Investor Services products to shape service models.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This role serves as the Operations relationship lead and trusted advocate for Citi's most strategic global Investor Services clients.

Salary

Base: $170,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 15+ years Investor Services experience
  • Senior client relationship management
  • Fund Accounting and Trade Settlements expertise
  • AI tools integration for workflow optimization
  • Complex issue escalation management

Nice-to-have

  • Proactive operational service mindset
  • Strong analytical and interpretive thinking
  • High-performance culture cultivation
  • Innovative solution development
  • Adaptability in evolving business areas

Key Requirements

  • 15+ years relevant industry experience
  • Senior level client relationship management background
  • Experience in large matrixed organizations

Work Rights

Not specified

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