Jobs
>
San Francisco

    VP, Relationship Manager - San Francisco, CA, United States - Citi

    Citi
    Citi San Francisco, CA, United States

    1 day ago

    Citi background
    Full time
    Description
    We are seeking a Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging growth companies in the Medical Device, Tools & Diagnostics, Life Sciences, and Digital Health industry sub-segments.

    Growth in this segment is based on a prudent and organized approach to client selection and capital allocation to ensure we are developing strong relationships with clients who seek Citi's unique value proposition based on our global platform and sophisticated product set, including the investment banking advisory and asset management services.

    This role will have primary responsibility for acquiring new commercial banking clients and deepening existing client relationships. The Relationship Manager is responsible for evaluating and meeting clients' needs by efficiently utilizing the bank's resources across the globe. They will work closely with partners in Cash Management, Capital Markets, FX Risk Mitigation, International Trade, Working Capital Management, and specialty lending to conduct in-depth analysis and propose customized solutions.

    Responsibilities:
    • Self-originate new business including the identification of target clients, proactive account planning, effective pipeline management, building & leading collaborative deal teams, leading on client & prospect pitching activity and executing transactions.
    • Maintain strong sales & self-origination disciplines, including direct calling/marketing, professional network referrals and sector influencer referrals.
    • Establish a strong understanding of our clients' and prospects banking & financing needs, in particular how clients will benefit from Citi's unique global offering across International Cash Management, Capital Markets, FX Risk Mitigation, International Trade & Treasury and Working Capital Management solutions. Partner with product specialists and pitch Citi's value-add proposition to target clients.
    • Manage key client stakeholder relationships (CEO, CFO, Treasury) and bring the 'whole bank' to the client to ensure exceptional client service.
    • Develop and maintain strong ties with Citi's Commercial Banking teams across the global network, in particular CCB colleagues working across the Healthcare sector vertical and CCB colleagues supporting subsidiary businesses overseas.
    • Represent CCB across the Healthcare sector, establishing a sales & marketing plan, attending events and leading on social media activity.
    • Ensure compliance with regulatory requirements and Citi's policies / guidelines at all time. 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.
    Qualifications:
    • 6-10 years of experience in Corporate Banking/Commercial Banking, preferably in the healthcare vertical.
    • Sound knowledge of commercial banking products
    • Proven track record in originating new relationships and acquiring new business. Excellent client relationship skills
    • Possess superior communication, interpersonal, and influence skills that facilitate successful client pitches and proposals
    • Strong quantitative/analytical skills
    • Formal credit training preferred
    • Experience working with different capital structures and capital markets teams preferred
    • Bachelor's degree required; Masters degree preferred
    • Must be able to secure and/or maintain licenses SIE, 79 and 63
    Education:
    • Bachelor's/University degree, Masters degree preferred


    Job Family Group:
    Commercial and Business Sales


    Job Family:
    Relationship Management


    Time Type:
    Full time


    Primary Location:
    San Francisco California United States


    Primary Location Full Time Salary Range:
    $157, $235,560.00

    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 Available offerings may vary by jurisdiction, job level, and date of hire.


    Anticipated Posting Close Date:
    May 06, 2024


    Citi is an equal opportunity and affirmative action employer.

    Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

    Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
  • Fidelity Investments

    Relationship Manager

    1 day ago

    Fidelity Investments Palo Alto, United States

    **Relationship Manager**: · As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationsh ...

  • NodeFlair

    Relationship Manager

    5 days ago

    NodeFlair San Francisco, United States

    Job Description: · OverviewThe Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client base, with the goal ...

  • BANK OF MARIN

    Relationship Manager

    1 day ago

    BANK OF MARIN San Francisco, United States

    Job Description · Job DescriptionBank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is seeking a Relationship Manager to join our Commercial Banking Office in San Francisco. · The Relationship Manager is responsible for th ...

  • NodeFlair

    Relationship Manager

    1 day ago

    NodeFlair San Francisco, United States

    Job Description · Job DescriptionOverview · The Client Coverage team is made up of professional, ambitious, detail-oriented, proactive and self-directed individuals responsible for successfully developing and maintaining strong client relationships across their growing client bas ...

  • Arc Technologies

    Relationship Manager

    2 days ago

    Arc Technologies San Francisco, United States Full time

    Arc is the future of startup finance. · Are you passionate about revolutionizing startup banking and empowering founders to manage, run, and grow their businesses with confidence? · Join Arc as we redefine the financial landscape for startups. · We're on a mission to provide foun ...

  • PNC Financial Services Group

    Relationship Manager I

    4 days ago

    PNC Financial Services Group Walnut Creek, United States

    Job Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...

  • Citi

    SVP, Relationship Manager

    1 week ago

    Citi San Francisco, CA, United States Full time

    We are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging gro ...

  • Ernest

    Client Relationship Manager

    1 week ago

    Ernest West Valley City, United States

    Ernest is currently in search of a Client Relationship Manager (outside B2B sales) for our division located in Salt Lake City, UT. This is a full time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture. · For ...

  • Unavailable

    Business Relationship Manager

    5 days ago

    Unavailable San Francisco, United States

    Introduction · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and communi ...

  • Bank of Montreal

    Relationship Management Associate

    1 week ago

    Bank of Montreal San Francisco, United States

    Application Deadline: · 05/05/2024 · Address: · 180 Montgomery St. · Job Family Group: · Commercial Sales & Service · We are seeking an Associate in our Diversified Industries Group located in the San Francisco Bay Area to support our new client acquisition efforts as we ex ...

  • Bank of America

    Sr. Relationship Manager

    1 week ago

    Bank of America San Francisco, CA, United States

    Relationship Manager – Global Commercial Banking - For Profit Healthcare page is loaded Sr. Relationship Manager – Global Commercial Banking - For Profit Healthcare · Apply locations San Francisco time type Full time posted on Posted 7 Days Ago job requisition id Job Description ...

  • East West Bank

    Business Relationship Manager

    1 week ago

    East West Bank San Francisco, United States

    Introduction: · Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and commun ...

  • Citi

    Relationship Manager, VP

    1 week ago

    Citi San Francisco, CA, United States

    The Relationship Manager will be reporting into the Digital, Tech & Comms (DT&C) segment within Citi's Commercial Bank and will be focused on banking privately held emerging-growth software companies that are VC-backed (Series A or later-stage) US-headquartered companies with rev ...

  • PNC Financial Services Group

    Relationship Manager I

    1 week ago

    PNC Financial Services Group San Francisco, United States

    Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our emp ...

  • HSBC

    Director, Relationship Manager

    2 weeks ago

    HSBC San Francisco, CA, United States

    Job description · #LI-DL2 #HSBCUSA · HSBC Innovation Banking · We support the builders, forward-thinkers, future-makers and leap-takers, helping them ignite the bold ideas that reshape our world. We offer flexible banking solutions for start-ups, scale-ups, growth businesses, ...

  • Citigroup Inc

    Wealth Relationship Manager

    1 week ago

    Citigroup Inc San Francisco, United States

    The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matt ...

  • The Charles Schwab Corporation

    Sr Manager, Relationship Management

    1 week ago

    The Charles Schwab Corporation San Francisco, United States

    At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Schwab Charitable's mission is to increase givin Relationship, Manager, Manage ...

  • Citigroup

    SVP, Relationship Manager

    1 week ago

    Citigroup San Francisco, CA, United States

    We are seeking a Senior Relationship Manager to join our growing Healthcare vertical within Citi's Commercial Bank (CCB). This Relationship Manager will be part of the Life Sciences Group within the Emerging Corporates Group. Target market includes private and public emerging gro ...

  • BNY Mellon

    Director, Relationship Management Manager

    5 days ago

    BNY Mellon San Francisco, United States

    Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...

  • BNY Mellon

    Director, Relationship Management Manager

    1 week ago

    BNY Mellon San Francisco, United States

    Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custody and/or ...