Operational Relationship Director Agency Trust Depository

This senior management-level position requires managing a team, achieving results through client engagement, operational leadership, and regulatory interaction. The focus is on building and maintaining strong relationships with key clients and the OCC, understanding their needs, ensuring service delivery exceeds expectations, and being available for in-person meetings on short notice.

Responsibilities:

Client Relationship Management:

• Serve as the primary point of contact for key US clients, building and nurturing strong relationships.
• Proactively identify client needs and develop tailored solutions.
• Conduct regular client meetings to review performance, address concerns, and discuss future needs.
• Gather client feedback and drive continuous improvement initiatives.
• Collaborate with Sales and Product teams to identify new business opportunities.

Regulatory Interaction:

• Act as the primary operational point of contact for the OCC, ensuring effective communication and collaboration.
• Proactively address regulatory inquiries and requests.
• Stay informed of regulatory changes and ensure operational compliance.
• Participate in regulatory meetings and presentations.

Operational Leadership:

• Build a strong leadership team, fostering a diverse, inclusive, and engaging work environment; develop the talent and address gaps.
• Determine and implement the strategic approach for Agency & Trust and DR services.
• Manage high-priority projects, supporting internal and external corporate clients.
• Oversee results, budget, planning, and policy formulation for the team.
• Articulate complex recommendations, negotiating with senior leaders and build trust across regions.
• Lead mobility, diversity, training, compliance, and risk & control initiatives.
• Develop partnerships with Technology, Compliance Risk, Finance, HR, and key internal stakeholders.
• Appropriately assess risk in business decisions, safeguarding Citigroup, its clients, and assets.
• Increase productivity and efficiencies using metrics to identify and validate potential solutions.
• Deliver a robust control environment, ensuring compliance with policies and procedures.

Qualifications:

• 15+ years of relevant experience, including client relationship management, operational leadership, and regulatory interaction.
• 5+ years of experience with Agency & Trust and DR products is strongly preferred.
• Experience in management with Banking and Financial Institutions, with prior exposure to Debt issuance, CLOs, DRs, and related structures.
• Demonstrated success dealing with senior and executive management, clients, and regulators.
• Proven ability to manage concurrent activities/projects in a high-risk environment.
• Effective project management, negotiation, and client communication skills.
• Consistently demonstrated clear and concise written and verbal communication.

------------------------------------------------------

Job Family Group:

Operations - Transaction Services

------------------------------------------------------

Job Family:

Securities and Derivatives Processing

------------------------------------------------------

Time Type:

Full time

------------------------------------------------------

Primary Location:

Jersey City New Jersey United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

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.

------------------------------------------------------

Most Relevant Skills

Please see the requirements listed above.

------------------------------------------------------

Other Relevant Skills

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

------------------------------------------------------

Anticipated Posting Close Date:

Sep 26, 2025

------------------------------------------------------

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.