Liquidity Solution Specialist

Posted 4 Days Ago
Be an Early Applicant
Toronto, ON, CAN
In-Office
112K-162K Annually
Senior level
Fintech • Financial Services
The Role
Lead strategic sales and solutioning for global liquidity and account solutions (cash concentration, notional pooling, VAM, client money accounts). Develop yield-generating portfolios, structure deals, respond to RFIs/RFPs, drive pipeline growth, collaborate with sales, product, operations and legal, manage product P&L and risk, deliver market and competitive analysis, and support client engagement and implementation.
Summary Generated by Built In

This position will help manage Corporate Natural Resources Clean Energy portfolio comprising of 100+ active clients across traditional Corporate, Asset manager, Professional service & Fintech space. The primary duty of this role is to drive strategic sales & solutioning for the global complex liquidity & account solutions product suite, including international cash concentration, notional pooling structures, Virtual Account Management (VAM), client money account and related client visibility & digital reporting channels. This role also entails evaluating client investment policy and creating an optimal yield-generating portfolio for working capital and investable cash.

Responsibilities:

  • Responsible for managing client segments, leveraging Liquidity & Investment offerings to develop tailored solutions to meet customer objectives of achieving liquidity & funding efficiency across in-house network and optimal yield across its working & investable capital staying within client's investment policy.
  • Meeting with senior stakeholders in TTS franchise and Sales teams to optimize liquidity revenues and client experience.
  • Participating in client discussions to understand client needs and determining opportunities for further client engagement.
  • Provide product performance feedback to Product team; analyze new product development opportunities to meet client needs.
  • Participate in/lead deal structuring, pricing, and execution; work with Sales respond to RFIs and RFPs.
  • Drive pipeline growth & conversion initiatives; ensure new wins are correctly implemented with Operations.
  • Analyzing key market trends and shifts, identifying competitor positioning and risks / opportunities for liquidity products.
  • Ability to leverage AI and Data skills to devise portfolio level client sensitivity and margin growth strategies OR target new client base Or macro momentum to grow portfolio.
  • Collaborate with banker and cross product colleagues to deliver RoTCE target.
  • Participate in Industry events to promote Citi Best in class services in partnership with valued customers.
  • Implements performance improvement strategies, with a specific focus on cross-sell and integration, including the development of competitive analyses, market analyses, product development road maps, market plans, pricing strategies and product line extensions
  • Assists sales and relationship managers in building skills needed to identify client needs, and proposes solutions in line with business objectives
  • Manages ongoing performance and maintenance of a product or set of products, including client experience, pricing, risk and distribution
  • Gathers market intelligence and develops market sizing studies and models to identify the attractiveness of markets segments and product offerings. Defines and analyzes sector trends, opportunities and issues
  • Representing customer needs and providing strategic directions on product development features, functionality and overall competitiveness
  • Partners closely with sales teams to identify client opportunities and with the client management organization to meet with prospective clients and to size new opportunities
  • Build consensus and awareness of value proposition throughout the organization and key partners
  • Collaborate with cross-functional teams, including technology, operations, legal, implementations, and sales to deliver solutions for Citi clients
  • Refines and produces sector-specific marketing material that will arm sales force with the tools necessary to grow Citi’s business
  • Manage product risk and control, documentation, credit, legal and regulatory risk, and manage transactional P&L through business drivers, and profitability ratios
  • Analyzes vertical/product specific P&L's to ensure goals are being met
  • 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
  • Level of expertise and demonstrated experience in Product Management and/or Product Development discipline
  • Experience in and understanding logistics or Industrial verticals with e-commerce solutions preferred
  • Ability to make complex judgments and to provide solutions based on sophisticated analytical thought comparing and selecting complex alternatives
  • In-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions
  • Ability to apply ingenuity and creativity to problem analysis and resolution in complicated and/or novel situations
  • Developed diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers
  • Experience with and confidence in delivering presentations to clients and senior managers

Education:

  • Bachelor’s/University degree, Master’s degree preferred

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Job Family Group: Product Management and Development

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Job Family:Product Performance Management

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Time Type:Full time

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Primary Location Full Time Salary Range:$111,600.00 - $161,600.00

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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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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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This job opening is for an existing job vacancy.

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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.

 

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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.

Skills Required

  • 6-10 years of experience
  • Experience in Product Management and/or Product Development
  • Experience in or understanding of logistics or industrial verticals with e-commerce solutions
  • Ability to make complex judgments and provide solutions using sophisticated analytical thought
  • In-depth quantitative or qualitative analysis skills to solve problems and develop innovative solutions
  • Ability to apply ingenuity and creativity to problem analysis and resolution
  • Developed diplomacy and influencing skills to guide colleagues and external customers
  • Experience and confidence delivering presentations to clients and senior managers
  • Bachelor's/University degree (Master's preferred)
  • Ability to leverage AI and data skills to devise portfolio sensitivity and margin growth strategies

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
  • Retirement Support Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
  • Wellbeing & Lifestyle Benefits Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.

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The Company
HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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