Citi Client Service Manager - Citi Investment Management in Stamford, Connecticut

  • Primary Location: United States,Connecticut,Stamford

  • Education: Bachelor's Degree

  • Job Function: Bus Strategy, Planning & Admin

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: Yes, 10 % of the Time

  • Job ID: 16068363


Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition at explains what we do and Citi Leadership Standards at explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Citi Investment Management (CIM) is a group within Citi Private Bank (CPB) that manages assets on a discretionary basis for HNW and UHNW clients. With approximately $40 billion in assets under management globally, CIM manages a broad suite of investment strategies within single and multi-asset class products.

The Junior Client Service Manager position is a new role dedicated to assisting CPB bankers and Investment Counselors in managing the relationship between CIM and CPB clients. Responsibilities will include enhancing investment content and communications, high quality maintenance of client relationships and strategic planning on product development and launches. Ideal candidates may have a variety of financial services experience, including backgrounds in marketing, asset management or banking.

Position Responsibilities:

  • Support Senior Client Service Manager in development and maintenance of standard client portfolio review materials for CIM strategies across equity and fixed income products

  • Assist in production of investment-related content used for client, marketing and sales materials

  • Work with portfolio management teams, product management and performance to establish standards for use of portfolio and performance data in client, marketing and sales materials

  • Liaise with Legal, Compliance, Marketing and Communications to ensure all investment-related content is compliant and presented such that it meets industry standards and best practices

  • Assist with development of new products and business development opportunities

  • Promote product visibility by maintaining a compelling investment case for each product focusing on consistency and timeliness of messaging

  • Proactively identify product marketing opportunities based on industry trends, current market environment and competitive advantages

  • Provide support to portfolio managers, bankers and investment counselors to respond to client-specific requests and address investment-related client servicing needs

  • Maintain close contact with clients, bankers and investment counselors to intimately understand and address the intricacies of client needs, marketplace dynamics and the competition

  • Proactively communicate information to keep bankers and investment counselors apprised and well-informed of pertinent product features and results


  • 7-10 years of experience in the Financial Services industry in asset management/wealth management, including experience with marketing strategy and collateral material development and execution

  • Excellent interpersonal, written and oral communication skills with ability to communicate and influence at multiple seniority levels

  • Experience working in a large and complex matrixed organization

  • Proven understanding of investment marketing material development in a wealth management/asset management structure

  • Solid practical knowledge of global equity and fixed income financial products

  • Articulate, excellent organizational skills with the ability to prioritize, multi-task and reassess priorities based on changing business needs

  • High degree of strategic, business and marketing plan experience, with strong analytic acumen

  • Results driven with ability and strong experience with problem solving

  • Ability to identify and recommend changes to processes in order to improve and streamline those processes

  • Bachelor’s degree required