Client Executive, Agency Trust - Assistant Vice President
Job in
Jacksonville, Duval County, Florida, 32232, USA
Listed on 2026-08-22
Listing for:
Citigroup
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales, Financial Compliance, Risk Manager/Analyst
Job Description & How to Apply Below
This is an opportunity to make a direct and measurable impact on client outcomes at one of the world's leading financial institutions.
** Responsibilities*
* + Serve as support for an assigned portfolio of Agency & Trust clients, managing day-to-day relationships across Corporate Debt, Structured Finance, CLO, and Specialized Agency transactions.
+ Oversee the implementation and ongoing maintenance of Agency & Trust transactions, coordinating with Operations on transaction setup, activity management, and reporting.
+ Interact with transaction stakeholders - including bankers, legal counsel, lenders, and noteholders - through all phases of the transaction lifecycle, from onboarding through ongoing maintenance.
+ Partner with control functions including Legal, Compliance, Risk, and Audit to uphold governance standards and ensure all transactions meet applicable regulatory and policy requirements.
+ Assess the risk and reward of business decisions to protect Citi's reputation and clients' interests, escalating issues with transparency where required.
** Required
Qualifications & Skills *
* + Five or more years of experience in financial services, with direct exposure to corporate trust, or a related client-facing function.
+ Demonstrated ability to support a portfolio of client relationships and complex financial transactions from initiation through completion.
+ Clear and confident communicator, able to engage effectively with clients, peers, senior stakeholders, legal counsel, and cross-functional teams.
+ Proven ability to manage multiple concurrent priorities, meet deadlines, and maintain accuracy across a high-volume transaction environment.
+ Bachelor's degree or equivalent professional experience.
** Beneficial
Skills & Qualifications *
* + Familiarity with corporate trust and associated products which include; structured finance, project finance and specialized agency. ,
+ Exposure to cross-functional collaboration with Operations, Risk, Compliance, or Legal teams in a transaction-management context.
** What We Offer*
* At Citi, you will work alongside experienced professionals across a global network, contributing to high-impact client outcomes in a performance-driven environment that values collaboration, ownership, and continuous professional development.
+ A hybrid working model offering 3 days in the office and 2 days working remotely, supporting a sustainable balance between client presence and focused independent work.
+ Direct exposure to complex, high-value capital markets and structured finance, project finance and specialized agency transactions, accelerating your development as a client-facing professional.
+ Access to learning and development resources that support career progression within Citi's global financial services platform.
+ A role with genuine client impact - where your service levels shapes outcomes for institutional clients at a meaningful scale.
+ Competitive compensation and a comprehensive benefits package, including financial wellbeing, family support, and health and wellness programs.
Apply today to bring your corporate trust/capital markets expertise to a client-facing role where your work directly impacts the financial outcomes of institutional clients at global scale.
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- ** Job Family Group:*
* Institutional Sales
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- ** Job Family:*
* Investor Sales
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- ** Time Type:*
* Full time
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- ** Primary
Location:
*
* Jacksonville Florida United States
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- ** Primary Location Full Time Salary…
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