Manager, Assistant Vice President jobs at Chubb - 1275 jobs

Job Details Position Type: Full Time Education Level: Bachelor's Degree Salary Range: $175,000.00 - $245,000.00 Salary/year Vice President, National Liability Practice Leader. This individual will be responsible for providing proactive strategic leadership for the development and growth. A strong background in leadership, developing sustainable business strategies, critical issue resolution, and creating new policies and procedures to drive quality, accuracy, and efficiency is required. Participate in the senior leadership group that will develop long term strategies for growth and profitability. Key Competencies: Self-Starter: Motivated and ambitious personality; desire to compete and succeed Intellectual Creativity: Ability to brainstorm outside of norm for creative solutions to success Exceptional relationship management skills Demonstrated consultative sales success Proven project management success Tenacity: Persistence and follow through Triple Threat: Intelligence, Personality and Drive! DUTIES AND RESPONSIBILITIES: Demonstrate a detailed understanding of TRISTAR businesses, objectives, products and services. Help ensure that our messaging resonates with our clients and brokers and speaks to our casualty solutions Strong technical understanding of all TRISTAR products and services and how they are best deployed for specific clients and/or carriers. Leverage cross-functional departments to maximize process efficiencies. Thorough knowledge of the client's industry and business drivers Work independently, collaboratively and in a leadership role with clients, brokers, carriers and TRISTAR team members Responsible for profit and loss, quality, human resources, product development and strategic relationships and policies and procedures. Lead a team of Property & Liability leaders, as well as their direct reports Identify opportunities for client program efficiencies, respond to questions or concerns, resolve problems in a timely and effective manner Develop strategic recommendations based on client's business needs and goals Lead projects and business planning meetings, working closely with C‑Suite level engagement to develop and influence long‑term strategy When appropriate prepare for and attend client and prospect meetings, industry events, broker & carrier partners Review and expand on vendor contracts to maximize profit share and delivery of quality standards Working with Carrier partners to expand service offerings Attend and present at Board of Directors meetings Assess market competition to evaluate new opportunities that can be developed to stay ahead of the industry. *Essential job function. EQUIPMENT OPERATED/USED: Computer, fax machine, copier, printer and other office equipment. SPECIAL EQUIPMENT OR CLOTHING: Appropriate office attire Qualifications Education / Experience Bachelor's Degree, or equivalent experience required; Masters degree or higher preferred. Minimum of ten years of successful TPA or other industry experience required. Knowledge of all auto and general liability and property programs. Proficient in use of Microsoft Office suite (MS Word, MS Excel, MS Outlook) Travel, as required. Excellent organizational and time management skills Knowledge, Skills and Abilities Prompt and regular attendance at assigned job locations Ability to work shifts exceeding 8 hours, 5 days per week Ability to interact with employees of all levels and clients in an appropriate manner Ability to concentrate and think strategically Availability onsite to confer with staff members with whom the incumbent must interact on a daily basis Ability to proficiently use a personal computer for tasks such as email and preparing reports using software Ability to review and analyze data and information. Ability to complete, or oversee the completion of, assigned tasks/projects in a timely manner. #J-18808-Ljbffr

.AVP, Professional Lines page is loaded## AVP, Professional Linesremote type: Hybrid Workinglocations: San Francisco, CA United States of America: Home Base, CA: Walnut Creek, CA United States of America: Los Angeles, CA United States of Americatime type: Full timeposted on: Posted Todayjob requisition id: R25\_569With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠Arch Insurance Group Inc., AIGI, has an opening with our Claims Division on the Professional Liability Team as an AVP, who has an active California Bar License, primarily to manage a lawyers professional liability program that is sponsored by the California Bar Association. In this role, the responsibilities include but are not limited to actively managing and effectively overseeing assigned caseload involving claims against California and other states' lawyers as well as frequent interaction with underwriters, brokers and the California Bar program overseers.**Responsibilities*** Develop and maintain a strong relationship with the California Bar program overseers, which in part includes providing quarterly reports, spotting and reporting LPL trends, and responding quickly to detailed questions regarding the impact of laws and other developments on CA LPL insureds and the program.* Identify and assess coverage issues, draft coverage position letters, and retain coverage counsel, when necessary as well as review coverage counsel's opinion letters and analysis* Develop and implement strategy relative to coverage issues which correlate with the overall strategy of matters entrusted to the handler's care* Develop and implement strategy to resolve matters of liability and damages of a particular case* Maintain frequent contact with the business line leader, underwriter, defense counsel, program manager, and broker to communicate developments and outcomes as necessary* Investigate claim and review the insureds' materials, pleadings, and other relevant documents* Identify and review of each jurisdiction's applicable statutes, rules, and case law* Review litigation materials including depositions and expert's reports* Retain counsel when necessary and direct counsel in accordance with resolution strategy* Analyze coverage, liability and damages for purposes of assessing and recommending reserves* Prepare and present written/oral reports to senior management setting forth all issues influencing evaluation and recommending reserves* Negotiate resolution of claims* Review and evaluate defense counsel invoices for reasonableness and process associated payments* Maintain a diary of all claims, post reserves in a timely fashion, and expeditiously respond to claims inquiries from insured, counsel, underwriters, brokers, and senior management* Sending closing surveys to all CA LPL insureds* Travel to and from locations within the United States to attend mediations, trials, and other proceedings relevant to the resolution of the matter where appropriate**Experience & Required Skills*** **Must reside in California*** Exceptional communication (written and verbal), evaluation, influencing, negotiating, listening, and interpersonal skills to effectively develop productive working relationships with internal/external peers and other professionals across organizational lines* Strong time management and organizational skills* Demonstrate the ability to take part in active strategic discussions* Demonstrate the ability to work well independently and in a team environment* Hands-on experience and strong aptitude with Microsoft Excel, PowerPoint and Word* Willing and able to travel 10%* Open to remote work arrangement if candidate is not located near and Arch Insurance office.**Education*** Bachelor's degree required; Juris Doctorate degree required* Active California Bar Association License in good standing for at least 10 years required* Minimum 10 years of relevant professional liability work experience* Proper and active adjuster licensing in all applicable states or willing to obtain adjuster's license within designated time frame.#LI-SW1#LI-HYBRIDFor individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.$190,000 - $220,000/year* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click to learn more on available benefits.If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our to share your preferences directly with Arch's Talent Acquisition team.14400 Arch Insurance Group Inc. #J-18808-Ljbffr

.AVP, Middle Market Solutions, Property page is loaded## AVP, Middle Market Solutions, Propertylocations: San Francisco, CA United States of America: Home Base, CA: Home Base, ORtime type: Full timeposted on: Posted Yesterdayjob requisition id: R25\_1129With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠We are seeking a seasoned insurance professional to lead underwriting strategy and execution for a designated Line of Business (LoB). This role involves underwriting new and renewal accounts to meet financial targets, managing complex referrals, and collaborating with cross-functional teams including Market Management, Claims, and other product lines. The ideal candidate will have deep expertise in regional insurance markets, strong broker relationships, and a proven track record of underwriting profitable business.**Responsibilities and Accountabilities*** Participate in the development and execution of regional Underwriting strategy for LoB(s) and work closely with Market Management, Claims and other product lines to achieve key marketing strategies, including cross- selling* Underwrite new and renewal accounts to meet top and bottom line targets* Negotiate price and terms and conditions with producers* Proactively manage capacity Underwrite and evaluate Natural Catastrophe Accumulation, ensuring an understanding of catastrophe modeling and interpretation of scenarios (for relevant LOBs)* Ensure accurate policy documentation issued to producers or producers has issued documentation (where producer responsibility)* Ensure contract certainty is achieved on all accounts at time of inception and utilization of global pricing tools* Ensure placing and binding of FAC Reinsurance prior to policy inception* Underwrite in line with LOB governance framework - e.g. Underwriting Authorities, global MSU, Underwriting Guidelines, Rules and Principles* Proactively support completion of policy administration and credit control processes* Contribute to development and execution of regional Underwriting strategy for LoB regionally* Training, developing and coaching of less experienced staff (including Underwriters)* Proactively support acquisition of new business and retention of existing business (including client and producer negotiations where necessary)* Manage complex referrals from underwriters and spokes and re-underwrite complex business as appropriate* Develop and maintain strong relationships with key brokers and clients and other relevant stakeholders (e.g. risk managers)**Required Skills and Abilities*** 4-12 years experience in proven track record in Underwriting profitable business in LoB. Good understanding of LoB products and portfolio* 4-12 years experience in demonstrating established relationships with brokers at peer group level and established within market* 4-12 years experience in understanding of regional / local LoB insurance markets and competitor landscape**Education and Experience*** College degree preferably in Economics, Finance, Insurance Management, or Business Administration* Completion of professional insurance qualification (e.g. CII)#LI- Remote#LI- AM3For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.$148,614-$201,066* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click to learn more on available benefits.If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our to share your preferences directly with Arch's Talent Acquisition team.14400 Arch Insurance Group Inc. #J-18808-Ljbffr

.With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible.For NYC/JC: $160,000 - $200,000/year Chicago/Hartford/St. Paul: $153,000 - $193,000/year* Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future.* Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click to learn more on available benefits.If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our to share your preferences directly with Arch's Talent Acquisition team.14400 Arch Insurance Group Inc.**Job Summary**With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠.This leadership role will own reserving and loss analytics and results management for the Programs' book of business as well as lead multiple key processes across the Reserving and Loss Analytics department. The role requires a comprehensive line of business focus (Auto, GL, Prop, and WC) as well a close partnership with Pricing and Underwriting on industry trends, underwriting actions, and more. This role is a unique opportunity to enhance the loss analytics of the highly visible Programs' book as well as drive improvements and efficiencies across the Reserving and Loss Analytics organization.**Responsibilities*** Own Reserving and Loss Analytics for the highly visible Programs' book of business* Work in close collaboration with underwriting, pricing, claims and finance to develop a common view of the business. Work in partnership with various stakeholders to identify emerging trends that could impact results and propose corrective action in a timely manner.* Lead projects across the Reserving & Loss Analytics Team and get work done in collaboration with others.* Provide proactive insights, identify the drivers and ensure that the reserve analyses reflect any changes in the portfolio to minimize volatility and avoid surprises.* Apply innovative approaches and leading-edge tools to analyze the business. Seek opportunities to leverage advanced analytics to provide greater insights. Ensure the quality of the data and its consistent application in the reserving process.* Prioritize the work to ensure the reserving and loss analytics function is delivering analyses that is of greatest benefit to the organization.* Assume an active leadership role within Arch's actuarial community and keep abreast of new reserving methodologies, trends and product/ tort reforms and other external issues.**Skills/Experience**Level and role are flexible for a talented candidate with long-term fit and potential. Candidates will be evaluated on:* A minimum of 10 years' experience in progressively complex actuarial roles within the property and casualty insurance industry* A minimum of 5 years' experience within a Reserving function* Associate or Fellow of the Casualty Actuarial Society* Leadership: Strength and experience as a teacher, manager, peer, leader and contributor to a positive culture* Analytical and quantitative skills: theoretical foundation, work quality, productivity, creativity, ingenuity* Software skills: Excel (expert), Word, PowerPoint; SQL (expert), Power BI (preferred), database and programming skills, Snowflake knowledge (preferred), Python knowledge (preferred).* Self-sufficient with competence to progress and build comprehensive reserving models and analytic solutions.* Excellent verbal and written communication skills. Able to communicate complex technical concepts to a wide range of audiences including executive leadership and the board.* Proven expertise leading and developing actuarial teams. This individual will have experience developing high performing teams with strong technical skills and business acumen.* Experience presenting to executive management and external stakeholders.* Demonstrated experience providing proactive guidance and sought-out insights to business leaders, executive management, and other stakeholders.For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. #J-18808-Ljbffr

A major insurance corporation in Chicago seeks a leader for Reserving and Loss Analytics. This role involves managing the Programs' book of business, working closely with underwriting and pricing to propose actionable insights. The ideal candidate will have over 10 years of experience in property and casualty insurance and 5 years specifically in reserving. Strong analytical skills and expertise in tools like SQL and Excel are essential. This position offers a competitive salary and an array of benefits. #J-18808-Ljbffr

A leading health insurance organization in Boston is seeking a Vice President of Total Rewards, HRIS, and HR Operations. This strategic role involves designing and running comprehensive total rewards strategies to attract and retain talent. Candidates should have significant experience in total rewards and HR operations, portfolio management of compensation and benefits, and leadership in HR systems. Strong analytical skills and experience in the health insurance industry are preferred. The position comes with competitive benefits and a salary range of $316,080 to $386,320. #J-18808-Ljbffr

Branch Manager SAFE Act The Branch Manager SAFE Act is an intermediate management level position responsible for providing full leadership and direction to a team of employees in an effort to grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities Administer branch sales, service, control and management of human resources Manage staff to ensure all employees are clear on work priorities and activities, and maintain high levels of customer service Execute planning and budgeting activities to ensure branch annual goals are met Conduct daily huddles and communicate company goals, business strategies, new initiatives, and expectations to all staff Monitor performance to ensure branch metrics are met and appropriate action plans are in place to enhance customer satisfaction Oversee branch controls and compliance, to effectively manage risk and ensure positive internal audit ratings Identify training needs, identify career progression opportunities and partner with staff to create professional development plans as well as perform supervisory duties including performance evaluations, compensation, hiring, disciplinary actions and terminations Lead the recruitment/selection of staff across sales and operations roles within the branch and onboarding 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications 5-8 years of relevant experience required Previous experience in banking or financial industry preferred Proven experience managing teams Consistently demonstrates clear and concise written and verbal communication skills Consistently demonstrates analytic skills Education Bachelor's Degree/University degree or equivalent experience Job Family Group Consumer Sales Job Family Branch Sales Time Type Full time Primary Location Washington District Of Columbia United States Primary Location Full Time Salary Range $76,480.00 - $114,720.00 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. Anticipated Posting Close Date Oct 24, 2025 Equal Opportunity Statement 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. #J-18808-Ljbffr

A leading financial services company in Boston seeks a Vice President to spearhead their derivatives initiative. This role demands extensive expertise in derivatives operations and collateral management. The successful candidate will oversee valuation governance, manage workflows, and ensure seamless integration of operations with financial reporting. Passionate leaders with a strategic mindset and hands-on experience in the derivatives space will thrive in this pivotal position. #J-18808-Ljbffr

A leading investment firm in Boston is seeking a Vice President to lead derivatives operations. The role focuses on collateral management and derivative valuation, ensuring strong controls and integration with financial systems. Candidates should possess over 8 years of experience and expertise in derivatives. This position offers the chance to drive operational excellence within a dynamic investment environment and influence strategic growth initiatives. #J-18808-Ljbffr

The Associate Banker 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 matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach / taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal / formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and / or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities : Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments Assist the Banker with prospecting - conduct new client / prospect research, generate leads and develop prospects, network to identify referrals to new clients / prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client / prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports Assist the Banker in deepening the existing client relationship through deep-dive analysis Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client, including solving complex client inquiries Ensure appropriate documentation related to KYC / AML from the client and ensure all aspects of client records and documentation are completed and updated 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 : 5-8 years of experience Knowledge of investments is required; banking and credit products desirable Ability to manage relationships both internal and external; Ability to multi-task FINRA Securities Licenses : Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Education : Bachelor's / University degree or equivalent experience Job Family Group : Private Client Coverage Job Family : Private Banker Support Time Type : Full time Primary Location : Boston Massachusetts United States Primary Location Full Time Salary Range : $103, - $155, 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. 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 : Oct 22, 2025 #J-18808-Ljbffr

Associate Banker Safe Act Assistant Vice President Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Responsibilities Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments Assist the Banker with prospecting - conduct new client / prospect research, generate leads and develop prospects, network to identify referrals to new clients / prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client / prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports Assist the Banker in deepening the existing client relationship through deep-dive analysis Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client, including solving complex client inquiries Ensure appropriate documentation related to KYC / AML from the client and ensure all aspects of client records and documentation are completed and updated 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 5-8 years of experience Knowledge of investments is required; banking and credit products desirable Ability to manage relationships both internal and external; Ability to multi-task FINRA Securities Licenses : Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Education Bachelor\'s / University degree or equivalent experience #J-18808-Ljbffr

The Relationship Officer 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 matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits' Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: Lead client onboarding and account opening efforts as a part of our core client coverage team Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process Provide the highest level of customer service and teamwork to our clients Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications Ensure all documentation received is current, accurate and complete. Fulfill all requests in a timely manner Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately Appropriately assess risk when business decisions are made, demonstrating 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: 3-7 years of relevant experience Self-motivated and proactive Highly developed attention to detail Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines Excellent verbal and written communication skills Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Client Onboarding ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: San Francisco California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $98,960.00 - $148,440.00 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: Nov 27, 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. #J-18808-Ljbffr

A leading global financial services firm is seeking a Relationship Officer in San Francisco to lead client onboarding and account opening efforts. This role requires 3-7 years of relevant experience, excellent communication skills, and a proactive attitude. The successful candidate will manage client interactions during the KYC process, ensuring compliance and accuracy. Competitive salary range is $98,960 - $148,440. Full-time position with comprehensive employee benefits, including medical coverage and paid time off. #J-18808-Ljbffr

The Relationship Officer 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 matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits' Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Lead client onboarding and account opening efforts as a part of our core client coverage team Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process Provide the highest level of customer service and teamwork to our clients Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications Ensure all documentation received is current, accurate and complete. Fulfill all requests in a timely manner Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately Appropriately assess risk when business decisions are made, demonstrating 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 3-7 years of relevant experience Self‑motivated and proactive Highly developed attention to detail Ability to manage multiple concurrent deadlines in a dynamic environment and work under tight deadlines Excellent verbal and written communication skills Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Education Bachelor's/University degree or equivalent experience Job Details Job Family Group: Private Client Coverage Job Family: Client Onboarding Time Type: Full time Primary Location: San Francisco, California, United States Salary Range: $98,960.00 - $148,440.00 Anticipated Posting Close Date: Nov 27, 2025 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. 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. #J-18808-Ljbffr

A multinational financial services company is looking for a Relationship Officer in San Francisco. This role involves leading client onboarding and account opening efforts, ensuring high level of customer service, and maintaining compliance with policies. Ideal candidates will have 3-7 years of relevant experience, excellent communication skills, and a bachelor's degree. The expected salary range is between $98,960.00 and $148,440.00, plus additional benefits. #J-18808-Ljbffr

A leading global financial services company is seeking an experienced Associate Banker to support sales and marketing strategies aimed at acquiring new clients in Boston. The ideal candidate will have between 5-8 years of relevant experience, possess strong investment knowledge, and be capable of managing both internal and external relationships. The role involves assisting in client meetings, maintaining records, and ensuring compliance with financial regulations. A Bachelor's degree and FINRA Securities Licenses are required within 150 days. Comprehensive employee benefits are offered. #J-18808-Ljbffr

A global financial services provider is seeking an experienced Assistant Vice President Associate Banker in Boston. The role involves aiding in sales strategies, managing client relationships, and ensuring compliance with regulations. Candidates should have 5-8 years in banking or investment roles, a Bachelor's degree, and relevant FINRA licenses. This position offers significant opportunities for impact and growth. #J-18808-Ljbffr

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. Job Overview The Associate Banker 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 matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach / taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal / formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and / or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments Assist the Banker with prospecting - conduct new client / prospect research, generate leads and develop prospects, network to identify referrals to new clients / prospects, and coordinate client events Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients. Client / prospect meetings - Organize the pre-call planning, organizing post‑meeting notes, and maintain all client call records including call reports Assist the Banker in deepening the existing client relationship through deep‑dive analysis Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc. Provide complete service support to client, including solving complex client inquiries Ensure appropriate documentation related to KYC / AML from the client and ensure all aspects of client records and documentation are completed and updated 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 5-8 years of experience Knowledge of investments is required; banking and credit products desirable Ability to manage relationships both internal and external; Ability to multi‑task FINRA Securities Licenses : Series 7 and 66 (or 63 & 65) required to obtain within 150 days of assuming the role. Education Bachelor's / University degree or equivalent experience #J-18808-Ljbffr

The Investment Relationship Officer 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 matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: Lead client onboarding and account opening efforts around our world-class Investments platform, as a part of our core client coverage team Partner with sales teams to exceed client expectations and make client onboarding and account opening a seamless and differentiated experience Act as the main point of contact / guidance for clients going through the KYC onboarding and account opening process Provide the highest level of customer service and teamwork to our clients Possess an expert knowledge in Citi's client onboarding and account opening policies, procedures, and applications Ensure all documentation received is current, accurate and complete. Fulfill all requests in a timely manner Liaise with product and functional partners to ensure requests are completed while maintaining constant communication with the client Partner with Know Your Client (KYC) Teams, the Account Opening division, and other product partners to ensure client requests are understood and appropriately prioritized and executed accurately Appropriately assess risk when business decisions are made, demonstrating 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: 3-7 years of relevant experience Prior experience in wealth management or other financial services roles preferred Ability to manage relationships both internal and external Ability to multi-task FINRA SIE, Series 7, Series 66 required (or obtained within 120 days) Education: Bachelor's/University degree or equivalent experience Job Family Group: Private Client Coverage Job Family: Client Onboarding Time Type: Full time Primary Location: Washington District Of Columbia United States Primary Location Full Time Salary Range: $94,000.00 - $141,000.00 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: Nov 04, 2025 Citibank is an equal opportunity employer, and qualified candidates will receive consideration without regard to 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. #J-18808-Ljbffr