Transaction and Relationship Manager, VP

This position is responsible for the management and administration of certain capital markets and specialized agency transactions consisting of bond issues, corporate escrow accounts, M&A/Exchange & Paying Agent, Medium-term Notes, programs, Commercial Paper Issuing & Paying Agent capacities. Must possess client service and problem solving skills, ability to independently manage transaction account load and client relationships in addition to participating in special projects.

Responsibilities:

• Responsible for day to day administration of specialized agency deals such as M&A/Exchange & Paying Agent, Medium-term Notes, programs, Commercial Paper Issuing & Paying Agent capacities.

• Partner with Sales and Product partners to support client relationships and cultivate new business. Address client inquiries and work with functional partners on any special client servicing issues or requirements.

• Provide back-up coverage to other administrators within the team/transaction management group.

• Assist the client lifecycle strategy from acquisition through early client engagement implementation and maintenance of transactions

• Assist with client and other transaction stakeholders (bankers, counsel, lenders, noteholders) with day-to-day activities related to their transactions

• Review and process day-to-day transaction activity

• Address and resolve inquiries from both internal and external Agency & Trust clients in connection with transactions,

• Adhere to A&T/Citibank policies and procedures as regards client onboarding, deal implementation, account opening and deal maintenance

• Coordinate with Operations for transaction set-up, activity and reporting

• Coordinate with Operations for inquiries from clients and other transaction stakeholders

• In all matters, demonstrate particular consideration for the banks 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.

• Participate in routine client calls to existing and new customers of Agency & Trust.

Qualifications:

• Minimum 5 year Corporate Trust or comparable relevant experience in corporate banking

• Demonstrated experience in deal implementation and maintenance

• Demonstrated knowledge of Corporate Trust

• Ability to analyze and interpret complex Corporate Trust legal documents

• Ability to manage and meet a diverse set of internal and external demands.

• Ability to work unsupervised and adjust priorities quickly as circumstances dictate

• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements

• Demonstrated problem-solving and decision-making skills

• Demonstrated analytical and influencing skills

• Consistently demonstrates clear and concise written and verbal communication

Education:

• Bachelor’s degree/University degree or equivalent experience

• Master’s degree preferred

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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:

New York New York United States

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Primary Location Full Time Salary Range:

$129,840.00 - $194,760.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Mar 28, 2026

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

 

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