Senior Client Manager jobs at Visa - 37 jobs

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you. Job Description As Manager, Account Executive - U.S. Fintech Partnerships, you will manage a portfolio of strategic growth accounts - emerging fintech innovators spanning a range of about 10 digital finance platforms that issue Visa cards (consumer debit, prepaid, credit, and even some small business). These companies also accept Visa cards to fund accounts and send/receive the funds of their millions of consumers. You will help these high growth clients (including micro-investing platforms, rewards card programs, sustainability-focused debit solutions, youth financial tools, and other Neobanking solutions) to achieve their business goals and expand Visa's impact through renewals, new product launches, performance optimization, and operational execution. These accounts require your consultative support and present opportunities to deliver measurable impact to Visa, their employees, owners, investors, and customers. You will convert momentum into annual revenue growth, ensuring timely sales cycles, with the close collaboration of product specialists from across Visa, acting as a central reference for the team to maintain client experience and revenue velocity. Key Responsibilities Account Ownership & Execution Serve as the primary lead for assigned fintech partners, own the account plan and deliver against shared objectives and growth targets. Lead quarterly business reviews, provide executive-ready updates on performance, pipeline, and risk/issue mitigation. Pipeline, Commercials & Deal Progression Advance opportunities end-to-end, from discovery and business case through pricing, negotiation, contracting, and launch handoff. Maintain accurate CRM hygiene and opportunity tracking to deliver on partner objectives and Visa's growth. Cross-Functional Support Orchestrate collaboration between Product, Legal, Finance, Risk, Advisory, and Value-Added-Services specialists to accelerate delivery and resolve issues. Liaise with sponsor banks and processors/program managers to operationalize program changes. Segment Expertise & Communication Distill market trends, portfolio economics, and operational levers for consumer issuing and money movement, brief internal stakeholders and inform account strategies. Prepare concise, executive-ready materials for internal and client leadership. Represent the voice of the customer in executive forums and strategic initiatives. Solutioning & Growth Map partner use cases to Visa capabilities (issuing, money movement, value-added services) and build pragmatic roadmaps. Identify and scale improvements that lift auth rates, reduce fraud/chargebacks, and increase top-of-wallet Visa credential usage. Help partners leverage Visa's contractual funds for mutual growth. Drive portfolio growth in alignment with Visa's long-term strategy, as well as each partner's. Risk, Compliance & Governance Partner with Risk/Legal/Compliance to embed U.S. consumer banking controls (KYC/CIP, AML/OFAC, Reg E disputes) into program design and operations, monitor SLA and policy adherence. Team & Culture Contribute to a high-performing, inclusive, and connected Fintech team culture, supporting strong collaboration. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Permanent authorization to work in the U.S. Preferred Qualifications 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD Experience managing fintech or digital banking accounts with measurable impact. Familiarity with Visa products (Visa Direct, various value-added services) and card issuing constructs. Strong communication and collaboration skills, ability to manage multiple priorities. Data-driven mindset, proficiency in Excel, Gen AI/large language models, and customer relationship management tools. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 134,600.00 to 195,150.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

A leading financial information provider is looking for an eFX Account Manager to drive business across various client types in the East Coast US. In this role, you will build strong client relationships and collaborate with colleagues to identify relevant prospects. Ideal candidates will have a minimum of 5 years of experience in electronic trading technology and client-facing roles. Competitive compensation ranges from $125,000 to $185,000 annually, plus benefits and bonuses. #J-18808-Ljbffr

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express. The GCS U.S. Large Enterprises Client Group manages strategic corporate payment relationships with clients, including many multi-national organizations and acquires new corporate payments customers with revenue over $300M. This Manager, Large Enterprises Client Group is responsible for deepening strategic account relationships and growing the corporate payments spend in a portfolio. Job Responsibilities: + Serve as payments expert for all corporate payments solutions within portfolio to deliver on the GCS value proposition. + Engage, develop and strongly influence mobilizers across multiple levels within the client's organization to demonstrate American Express' differentiated value and achieve profitability objectives. + Maintaining detailed understanding of the customers' business, their organizational goals and objectives. + Attend earnings calls, review annual financial reports, 10-K, and other financial tools to help identify and analyze client growth opportunities. + Interface with various divisions of American Express to develop and implement customized and strategic account plans. + Achieve portfolio growth and retention targets. + Influence and innovate to overcome complex client barriers, resolve escalated issues, and manage internal stakeholders. + Lead development of proposals and pricing for client renewal and expansion, negotiate client contracts, and oversee implementation of solutions. + Identify portfolio growth opportunities and deliver on plan to achieve, collaborating with internal resources to maximize/expand supplier network and spend growth. + Proactively provide expertise on policies, benchmarking, and recommendations to optimize programs, reduce costs and drive efficiencies for clients. + Identify and develop relationships with decision-makers within client organizations to influence program management and growth. Qualifications: + Seeking a minimum of 5 years prior strategic relationship management and/or sales experience. Ideal skill set includes the following: + Must possess a sense of urgency to drive results. + Experience with managing complex and challenging clients. + Ability to foster and build new executive relationships and develop a strong web of influence within the defined client portfolio. + Demonstrate a deep resilience to drive results and win. + Entrepreneurial approach to portfolio management; able to identify opportunities and mange through sales process. + Innovative and collaborative approach to solving problems and overcome barriers impacting client value or growth. **Qualifications** Salary Range: $89,250.00 to $150,250.00 annually bonus benefits The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors. We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally: + Competitive base salaries + Bonus incentives + 6% Company Match on retirement savings plan + Free financial coaching and financial well-being support + Comprehensive medical, dental, vision, life insurance, and disability benefits + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location) + Free and confidential counseling support through our Healthy Minds program + Career development and training opportunities For a full list of Team Amex benefits, visit our Colleague Benefits Site . American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions. We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually. US Job Seekers - Click to view the " Know Your Rights " poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: *************************** Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions **Job:** Sales **Primary Location:** United States **Schedule** Full-time **Req ID:** 25023616

About the Role: Grade Level (for internal use): 10 The Team: The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. Impact: The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided. This team acts as the primary point of contact for non-commercial relationship management with clients. · You will become a subject matter expert in the private markets industry while gaining and maintaining a thorough understanding of portfolio monitoring and reporting. · You will interact with senior members of management and c-suite executives at private market firms of all sizes daily via email, phone, and face-to-face meetings. · You will closely collaborate with business leaders and key internal stakeholders providing exposure to product management and development, sales and marketing, and a variety of other areas of the Private Markets business. Responsibilities: · Partnering with clients to understand their needs, objectives, product usage, and overall internal workflows. · Provide constructive and actionable client feedback to Product Management or other departments regarding product requirements, enhancement requests, and ideas. · Providing transparency to internal stakeholders regarding issues, risks, and opportunities. · Increasing product adoption and usage among clients. · Collaborating with sales to schedule client meetings and demos. · Checking in with clients regularly and offering support. Compensation/Benefits Information: (This section is only applicable to US candidates) S&P Global states that the anticipated base salary range for this position is $64,320 to $100,492. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. In addition to base compensation, this role is eligible for an annual incentive plan. This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here. What we are looking for:Basic Required Qualifications: · Bachelor's degree in Finance, Economics, Management, Business Administration, or relevant field. · 5+ years experience in account management, client success, or other client-facing roles · Private markets/fintech industry knowledge and interest. · Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications (experience with Microsoft Teams, Salesforce, Jira, or Pendo is a plus). · Excellent written and verbal communication skills and an outstanding customer service orientation. · Strong organizational skills and ability to manage multiple tasks. · The ability to work well both independently and within a team. · The ability to work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit ************************************ What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: Health & Wellness: Health care coverage designed for the mind and body. Flexible Downtime: Generous time off helps keep you energized for your time on. Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, “pre-employment training” or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ******************************************************************************************** ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group)

**About the Role:** **Grade Level (for internal use):** 10 **The Team:** The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. **Impact:** The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided. This team acts as the primary point of contact for non-commercial relationship management with clients. · You will become a subject matter expert in the private markets industry while gaining and maintaining a thorough understanding of portfolio monitoring and reporting. · You will interact with senior members of management and c-suite executives at private market firms of all sizes daily via email, phone, and face-to-face meetings. · You will closely collaborate with business leaders and key internal stakeholders providing exposure to product management and development, sales and marketing, and a variety of other areas of the Private Markets business. **Responsibilities:** · Partnering with clients to understand their needs, objectives, product usage, and overall internal workflows. · Provide constructive and actionable client feedback to Product Management or other departments regarding product requirements, enhancement requests, and ideas. · Providing transparency to internal stakeholders regarding issues, risks, and opportunities. · Increasing product adoption and usage among clients. · Collaborating with sales to schedule client meetings and demos. · Checking in with clients regularly and offering support. **Compensation/Benefits Information:** **(This section is only applicable to US candidates)** **S&P Global states that the anticipated base salary range for this position is $64,320 to $100,492. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications.** **In addition to base compensation, this role is eligible for an annual incentive plan.** **This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here (********************************************* .** **What we are looking for:** **Basic Required Qualifications:** · Bachelor's degree in Finance, Economics, Management, Business Administration, or relevant field. · 5+ years experience in account management, client success, or other client-facing roles · Private markets/fintech industry knowledge and interest. · Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications (experience with Microsoft Teams, Salesforce, Jira, or Pendo is a plus). · Excellent written and verbal communication skills and an outstanding customer service orientation. · Strong organizational skills and ability to manage multiple tasks. · The ability to work well both independently and within a team. · The ability to work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately. **About S&P Global Market Intelligence** At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit *********************************** . **What's In It For** **You?** **Our Mission:** Advancing Essential Intelligence. **Our People:** We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. **Our Values:** **Integrity, Discovery, Partnership** Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. **Benefits:** We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: + Health & Wellness: Health care coverage designed for the mind and body. + Flexible Downtime: Generous time off helps keep you energized for your time on. + Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. + Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. + Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. + Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** **Global Hiring and Opportunity at S&P Global:** At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. **Recruitment Fraud Alert:** If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************ . S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here (******************************************************************************************************************** . ----------------------------------------------------------- **Equal Opportunity Employer** S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. **US Candidates Only:** The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ********************************************************************************************** ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group) **Job ID:** 321956 **Posted On:** 2025-11-24 **Location:** Virtual, California, United States

About the Role: Grade Level (for internal use): 10 The Team: The Enterprise Solutions division at S&P Global empowers a diverse spectrum of private equity and venture capital firms to effectively control their data and drive internal analytics and insights. Whether it is for portfolio analytics, valuations, investor reporting, or on-demand insight into operating metrics of a specific asset, this team is at the forefront of the FinTech space. Impact: The Client Engagement Team is responsible for proactively fostering meaningful relationships with clients to identify opportunities for leveraging the company's products, ensuring they achieve their objectives and derive maximum value from the services provided. This team acts as the primary point of contact for non-commercial relationship management with clients. * You will become a subject matter expert in the private markets industry while gaining and maintaining a thorough understanding of portfolio monitoring and reporting. * You will interact with senior members of management and c-suite executives at private market firms of all sizes daily via email, phone, and face-to-face meetings. * You will closely collaborate with business leaders and key internal stakeholders providing exposure to product management and development, sales and marketing, and a variety of other areas of the Private Markets business. Responsibilities: * Partnering with clients to understand their needs, objectives, product usage, and overall internal workflows. * Provide constructive and actionable client feedback to Product Management or other departments regarding product requirements, enhancement requests, and ideas. * Providing transparency to internal stakeholders regarding issues, risks, and opportunities. * Increasing product adoption and usage among clients. * Collaborating with sales to schedule client meetings and demos. * Checking in with clients regularly and offering support. Compensation/Benefits Information: (This section is only applicable to US candidates) * S&P Global states that the anticipated base salary range for this position is $64,320 to $100,492. Final base salary for this role will be based on the individual's geographic location, as well as experience level, skill set, training, licenses and certifications. * In addition to base compensation, this role is eligible for an annual incentive plan. * This role is eligible to receive additional S&P Global benefits. For more information on the benefits we provide to our employees, please click here. What we are looking for: Basic Required Qualifications: * Bachelor's degree in Finance, Economics, Management, Business Administration, or relevant field. * 5+ years experience in account management, client success, or other client-facing roles * Private markets/fintech industry knowledge and interest. * Highly proficient in Microsoft Excel, Word and PowerPoint, and the motivation to learn new applications (experience with Microsoft Teams, Salesforce, Jira, or Pendo is a plus). * Excellent written and verbal communication skills and an outstanding customer service orientation. * Strong organizational skills and ability to manage multiple tasks. * The ability to work well both independently and within a team. * The ability to work well within a fast-paced environment, handle high-pressure situations, and manage deadlines appropriately. About S&P Global Market Intelligence At S&P Global Market Intelligence, a division of S&P Global we understand the importance of accurate, deep and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. For more information, visit ************************************ What's In It For You? Our Mission: Advancing Essential Intelligence. Our People: We're more than 35,000 strong worldwide-so we're able to understand nuances while having a broad perspective. Our team is driven by curiosity and a shared belief that Essential Intelligence can help build a more prosperous future for us all.From finding new ways to measure sustainability to analyzing energy transition across the supply chain to building workflow solutions that make it easy to tap into insight and apply it. We are changing the way people see things and empowering them to make an impact on the world we live in. We're committed to a more equitable future and to helping our customers find new, sustainable ways of doing business. Join us and help create the critical insights that truly make a difference. Our Values: Integrity, Discovery, Partnership Throughout our history, the world's leading organizations have relied on us for the Essential Intelligence they need to make confident decisions about the road ahead. We start with a foundation of integrity in all we do, bring a spirit of discovery to our work, and collaborate in close partnership with each other and our customers to achieve shared goals. Benefits: We take care of you, so you can take care of business. We care about our people. That's why we provide everything you-and your career-need to thrive at S&P Global. Our benefits include: * Health & Wellness: Health care coverage designed for the mind and body. * Flexible Downtime: Generous time off helps keep you energized for your time on. * Continuous Learning: Access a wealth of resources to grow your career and learn valuable new skills. * Invest in Your Future: Secure your financial future through competitive pay, retirement planning, a continuing education program with a company-matched student loan contribution, and financial wellness programs. * Family Friendly Perks: It's not just about you. S&P Global has perks for your partners and little ones, too, with some best-in class benefits for families. * Beyond the Basics: From retail discounts to referral incentive awards-small perks can make a big difference. For more information on benefits by country visit: ***************************************** Global Hiring and Opportunity at S&P Global: At S&P Global, we are committed to fostering a connected and engaged workplace where all individuals have access to opportunities based on their skills, experience, and contributions. Our hiring practices emphasize fairness, transparency, and merit, ensuring that we attract and retain top talent. By valuing different perspectives and promoting a culture of respect and collaboration, we drive innovation and power global markets. Recruitment Fraud Alert: If you receive an email from a spglobalind.com domain or any other regionally based domains, it is a scam and should be reported to ************************. S&P Global never requires any candidate to pay money for job applications, interviews, offer letters, "pre-employment training" or for equipment/delivery of equipment. Stay informed and protect yourself from recruitment fraud by reviewing our guidelines, fraudulent domains, and how to report suspicious activity here. * ---------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: *************************** and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster **************************************************************** describes discrimination protections under federal law. Pay Transparency Nondiscrimination Provision - ******************************************************************************************** * ---------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), SLSGRP202.1 - Middle Professional Tier I (EEO Job Group) Job ID: 321956 Posted On: 2025-11-24 Location: Virtual, California, United States

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director, Account Management Overview: Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Imagine rolling up your sleeves with some of the world's leading technology companies. The Digital Partnerships Fintech team is responsible for cultivating strategic partnerships and managing our relationships with partners across the fintech ecosystem. We work with the biggest names in tech, ecommerce and financial services to leverage Mastercard's technological capabilities to solve real world problems for our partners and their customers, create new product propositions, and ensure seamless, secure and inclusive payments. About the role: * In this high-profile, customer facing position, you will partner with payments ecosystem enablers and the infrastructure providers that power them. * You will be the 'owner' of Mastercard's relationship with your assigned accounts and accountable to build mutually aligned strategies and plans with your partners and execute on them by effectively leveraging the Mastercard organization. * You will be responsible for driving Mastercard revenue growth and be comfortable developing business cases including ROI analyses as well as leading responses to RFPs. * You will dive into financial and payment related data to be grounded in facts in order to provide customer specific recommendations that drive value for partners and Mastercard. * You will be the expert on your assigned partners and learn about Mastercard's capabilities and be ready to provide insight into a partner's business, thinking strategically and broadly. * You will establish day to day and senior business relationships and work with partners to create roadmaps and through QBRs and daily interactions ensure alignment on strategy and execution on agreed projects. * You will lead negotiations with partners and with internal stakeholders and develop terms sheets and contracts. Job Requirements * Bachelor's degree required. * Strong written and verbal communication skills. * A passion and comfort in meeting new people and building meaningful relationships with senior-level and C-suite executives. * Possess a blend of analytical capability, strategic thinking, and emotional intelligence and able to dive deep on all areas of the business to deliver creative solutions to unstructured problems. * Comfortable aptitude for onboarding complex business and technical knowledge to a level sufficient to engage in meaningful partner discussions and identify and drive solutions. * Enjoy collaborating with a team while working independently towards a goal. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: * Abide by Mastercard's security policies and practices; * Ensure the confidentiality and integrity of the information being accessed; * Report any suspected information security violation or breach, and * Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges San Francisco, California: $190,000 - $304,000 USD New York City, New York: $190,000 - $304,000 USD Purchase, New York: $182,000 - $291,000 USD

**Our Purpose** _Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title and Summary** Director, Account Management Overview: Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Imagine rolling up your sleeves with some of the world's leading technology companies. The Digital Partnerships Fintech team is responsible for cultivating strategic partnerships and managing our relationships with partners across the fintech ecosystem. We work with the biggest names in tech, ecommerce and financial services to leverage Mastercard's technological capabilities to solve real world problems for our partners and their customers, create new product propositions, and ensure seamless, secure and inclusive payments. About the role: - In this high-profile, customer facing position, you will partner with payments ecosystem enablers and the infrastructure providers that power them. - You will be the 'owner' of Mastercard's relationship with your assigned accounts and accountable to build mutually aligned strategies and plans with your partners and execute on them by effectively leveraging the Mastercard organization. - You will be responsible for driving Mastercard revenue growth and be comfortable developing business cases including ROI analyses as well as leading responses to RFPs. - You will dive into financial and payment related data to be grounded in facts in order to provide customer specific recommendations that drive value for partners and Mastercard. - You will be the expert on your assigned partners and learn about Mastercard's capabilities and be ready to provide insight into a partner's business, thinking strategically and broadly. - You will establish day to day and senior business relationships and work with partners to create roadmaps and through QBRs and daily interactions ensure alignment on strategy and execution on agreed projects. - You will lead negotiations with partners and with internal stakeholders and develop terms sheets and contracts. Job Requirements - Bachelor's degree required. - Strong written and verbal communication skills. - A passion and comfort in meeting new people and building meaningful relationships with senior-level and C-suite executives. - Possess a blend of analytical capability, strategic thinking, and emotional intelligence and able to dive deep on all areas of the business to deliver creative solutions to unstructured problems. - Comfortable aptitude for onboarding complex business and technical knowledge to a level sufficient to engage in meaningful partner discussions and identify and drive solutions. - Enjoy collaborating with a team while working independently towards a goal. Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. **Corporate Security Responsibility** All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: + Abide by Mastercard's security policies and practices; + Ensure the confidentiality and integrity of the information being accessed; + Report any suspected information security violation or breach, and + Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. **Pay Ranges** San Francisco, California: $190,000 - $304,000 USD New York City, New York: $190,000 - $304,000 USD Purchase, New York: $182,000 - $291,000 USD

Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential. Title and Summary Director, Account ManagementOverview: Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential. Imagine rolling up your sleeves with some of the world's leading technology companies. The Digital Partnerships Fintech team is responsible for cultivating strategic partnerships and managing our relationships with partners across the fintech ecosystem. We work with the biggest names in tech, ecommerce and financial services to leverage Mastercard's technological capabilities to solve real world problems for our partners and their customers, create new product propositions, and ensure seamless, secure and inclusive payments. About the role: • In this high-profile, customer facing position, you will partner with payments ecosystem enablers and the infrastructure providers that power them. • You will be the ‘owner' of Mastercard's relationship with your assigned accounts and accountable to build mutually aligned strategies and plans with your partners and execute on them by effectively leveraging the Mastercard organization. • You will be responsible for driving Mastercard revenue growth and be comfortable developing business cases including ROI analyses as well as leading responses to RFPs. • You will dive into financial and payment related data to be grounded in facts in order to provide customer specific recommendations that drive value for partners and Mastercard. • You will be the expert on your assigned partners and learn about Mastercard's capabilities and be ready to provide insight into a partner's business, thinking strategically and broadly. • You will establish day to day and senior business relationships and work with partners to create roadmaps and through QBRs and daily interactions ensure alignment on strategy and execution on agreed projects. • You will lead negotiations with partners and with internal stakeholders and develop terms sheets and contracts. Job Requirements • Bachelor's degree required. • Strong written and verbal communication skills. • A passion and comfort in meeting new people and building meaningful relationships with senior-level and C-suite executives. • Possess a blend of analytical capability, strategic thinking, and emotional intelligence and able to dive deep on all areas of the business to deliver creative solutions to unstructured problems. • Comfortable aptitude for onboarding complex business and technical knowledge to a level sufficient to engage in meaningful partner discussions and identify and drive solutions. • Enjoy collaborating with a team while working independently towards a goal.Mastercard is a merit-based, inclusive, equal opportunity employer that considers applicants without regard to gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law. We hire the most qualified candidate for the role. In the US or Canada, if you require accommodations or assistance to complete the online application process or during the recruitment process, please contact reasonable_accommodation@mastercard.com and identify the type of accommodation or assistance you are requesting. Do not include any medical or health information in this email. The Reasonable Accommodations team will respond to your email promptly. Corporate Security Responsibility All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must: Abide by Mastercard's security policies and practices; Ensure the confidentiality and integrity of the information being accessed; Report any suspected information security violation or breach, and Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines. In line with Mastercard's total compensation philosophy and assuming that the job will be performed in the US, the successful candidate will be offered a competitive base salary and may be eligible for an annual bonus or commissions depending on the role. The base salary offered may vary depending on multiple factors, including but not limited to location, job-related knowledge, skills, and experience. Mastercard benefits for full time (and certain part time) employees generally include: insurance (including medical, prescription drug, dental, vision, disability, life insurance); flexible spending account and health savings account; paid leaves (including 16 weeks of new parent leave and up to 20 days of bereavement leave); 80 hours of Paid Sick and Safe Time, 25 days of vacation time and 5 personal days, pro-rated based on date of hire; 10 annual paid U.S. observed holidays; 401k with a best-in-class company match; deferred compensation for eligible roles; fitness reimbursement or on-site fitness facilities; eligibility for tuition reimbursement; and many more. Mastercard benefits for interns generally include: 56 hours of Paid Sick and Safe Time; jury duty leave; and on-site fitness facilities in some locations. Pay Ranges San Francisco, California: $190,000 - $304,000 USDNew York City, New York: $190,000 - $304,000 USDPurchase, New York: $182,000 - $291,000 USD

The Mid-Corp Relationship Manager is a strategic professional who closely follows the latest Consumer & Retail trends, adapts them for application in covering clients and developing dialogue with prospects, and understands the competitive landscape. The Relationship Manager is adept at understanding a client's financial performance and participates actively in the credit underwriting process. This individual understands how clients capitalize themselves, is knowledgeable about the debt capital markets, and knows how to position the bank to compete for lead capital markets roles. This strategic player is also well-versed in building consensus internally and managing the risk management/credit committee discussions. The Relationship Manager has excellent communication skills that are leveraged to develop dialogue with clients and deliver the global Citi platform to the client, drive out-sized wallet capture, and exceed return hurdles. This individual should have a strong understanding of the full product capabilities of the bank and understand how best to position against our competition. The Relationship Manager is accountable for direct business results which include meeting return hurdles, driving topline revenue growth, and building a client relationship that leverages the product and geographic breath of Citi. Additionally, this professional is responsible for mentoring Analysts, Associates and Junior Bankers. Responsibilities: Be a subject matter expert in the Consumer & Retail vertical Understand and follow trends within the industry to provide thought leadership to clients Drive innovation on the solutions we provide clients through partnerships with product specialists and subject matter experts, while structuring deals that balance risk and reward Execution experience on complex deals with a proven ability to lead a deal team process Oversee the credit relationship of the client, coordinating and supervising the entire process, ensuring the proper application of policies and institutional processes Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times Responsible for actively calling on clients to deepen relationships and proactively owning, responding to and anticipating future needs, challenges or risks, in addition to identifying and pursuing new clients aligned with Citi's value proposition Develop relationships with prospects and convert to multi-product clients over 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: 15+ years of experience FINRA Licensing, Series 79, 63, SIE In-depth knowledge of all aspects of commercial banking including strong commercial credit knowledge and an ability to quickly learn new products and services Demonstrates an expert level of Early Warning Detection skills Demonstrates expert level credit skills; capable of structuring all credit deals and guiding staff through the credit deal approval process Ability to work effectively in team setting Ability to lead multi-functional teams to provide an exceptional client experience Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership) Ability to work under pressure while making sound decisions Highly focused, able to rapidly determine key priorities, clearly communicate the priorities Accountable for significant direct business results or authoritative advice regarding the operations of the business A proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure, and seamless client experience Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients Able to quickly adapt priorities based on the latest data insights Education: Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ Job Family Group: Commercial and Business Sales ------------------------------------------------------ Job Family: Relationship Management ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: Los Angeles California 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: Jan 31, 2026 ------------------------------------------------------ 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.

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 workflow 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 to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills 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 directly affected by the performance of the individual. **Responsibilities** : + Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master referral opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance norms are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive in-branch experience. + 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** : + 5-8 years of experience. + Strong analytical and financial skills. + Strong verbal and written communication skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter, problem solver and a goal-oriented team player able to work without direction. + Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education** : + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Merced California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $78,080.00 - $117,120.00 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:** Oct 22, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Business Area Sales and Client Service Ref # 10047461 **Description & Requirements** Our Team: We are Bloomberg Enterprise Data - fast paced, innovative and fast-growing. We have worked hard and smart to become the $2.5B business we are today. We collaborate closely with our clients, taking the time to understand their unique businesses while focusing on specific data and technology needs so that we can help them achieve their business objectives. We have an endless selection of data sets covering all asset types and provide our users with up to the millisecond market moves and analytics via multiple delivery technologies. This allows our clients to get exactly the data they need, when they need it, in the format they prefer. What's the Role? The West Coast Enterprise Data & Technology Sales team is looking for a Relationship Manager. As the financial markets evolve, it is becoming even more important for Bloomberg to view and connect with our clients from a data and technology driven lens. Enterprise Data is responsible for selling Bloomberg's Reference Data, Real-Time Data Feeds, Regulatory/Pricing Solutions and the Data Management Solutions suite of products to clients. You'll work closely with clients and prospects to gain a clear understanding of their business needs, and provide consultative solutions to build stronger relationships. You'll need to demonstrate credibility with a proven competency and knowledge of enterprise selling across buy side/sell side firms. You'll have a deep understanding of the flow of data around a financial organization, who uses it and what for. You'll demonstrate how the quality, reliability and timeliness of Bloomberg content and services will help improve processes and comply with new regulations. You'll also provide sales insight on the benefits of leveraging our cutting edge technology to effectively deliver, organize and use data, creating value and generating efficiencies. You'll have an understanding of the flow of real-time and end of day market data around a financial organization, who uses it and what for, within Front Office applications and Back Office processes. You'll be comfortable interacting with C-level executives, experienced with long selling cycles and confident in communicating how our data and technology solutions will contribute to their overall business goals at a higher level. We'll trust you to: -Manage the sales engagement smoothly from beginning to end -Leverage market, product and technical expertise to identify client needs -Acquire and maintain a good understanding of your clients' regulatory obligations, and how Bloomberg ED&T could work in partnership to help meet them -Produce clear, concise proposals with an appropriate level of detail that identify client needs, current workflows, proposed solutions and commercials -Establish & execute a pipeline target market strategy for achieving sales targets through the appropriate stages of the sales cycle within your assigned client base -Build relationships across client organizations to ensure that all stakeholders are managed appropriately as part of the sales process -Balance engagements across the sales life-cycle to maintain desired pipeline levels for long, medium, and short-term sales -Maintain strong product knowledge of the full Technical Solutions suite, its integration points with other Bloomberg products and competitor/3rd party offerings, its deployment options (on site, CLOUD,...) - Acquire knowledge of Customer technology stacks and workflows You'll need to have: -3+ years of experience in sales where you have met or exceeded demanding targets (revenue-generating and adoption/usage goals) -An understanding of our clients (who their customers are, how they make money) -Customer's technology stack, workflows, and internal structure -An ability to leverage product and domain knowledge to build and maintain credibility with clients, identify gaps and recommend solutions -Strong product knowledge around Bloomberg's comprehensive data offerings -Proven consultative sales skills, including competitive market research, lead generation, prospecting, business development and closing sales -Experience in building and maintaining client relationships both externally and internally -The ability for regular travel Nice to Have: - Familiarity with real-time market data feeds and market data distribution platforms is desirable - Familiarity with Network basics, Public Cloud and On-Prem integrations Salary Range = 185000 - 250000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns. Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success. Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law. Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email amer_*********************

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 workflow 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 to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills 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 directly affected by the performance of the individual. **Responsibilities** : + Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master referral opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance norms are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive in-branch experience. + 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** : + 5-8 years of experience. + Strong analytical and financial skills. + Strong verbal and written communication skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter, problem solver and a goal-oriented team player able to work without direction. + Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education** : + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Sunnyvale California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $88,400.00 - $132,600.00 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:** Oct 22, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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 workflow 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 to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills 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 directly affected by the performance of the individual. **Responsibilities** : + Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master referral opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance norms are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive in-branch experience. + 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** : + 5-8 years of experience. + Strong analytical and financial skills. + Strong verbal and written communication skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter, problem solver and a goal-oriented team player able to work without direction. + Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education** : + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** Poway California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $83,920.00 - $125,880.00 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:** Oct 14, 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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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 workflow 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 to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills 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 directly affected by the performance of the individual. **Responsibilities** : + Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. + With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. + Master referral opportunities to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) + Organize client events to enhance client bonding. + Acquire new clients through converting referral leads + Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. + Ensure that KYC/AML and other compliance norms are strictly adhered. + Partner with all roles on branch team to ensure all clients have a positive in-branch experience. + 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** : + 5-8 years of experience. + Strong analytical and financial skills. + Strong verbal and written communication skills. + Organized with strong attention to details. + Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred. + Basic understanding of investment and financial planning strategies preferred. + Must be a self-starter, problem solver and a goal-oriented team player able to work without direction. + Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. + Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. + This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. **Education** : + Bachelor's/University degree or equivalent experience ------------------------------------------------------ **Job Family Group:** Private Client Coverage ------------------------------------------------------ **Job Family:** Financial Planning Services ------------------------------------------------------ **Time Type:** ------------------------------------------------------ **Primary Location:** Torrance California United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $83 920,00 - $125 880,00 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:** ene 20, 2026 ------------------------------------------------------ _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._ Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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 workflow 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 to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills 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 directly affected by the performance of the individual. Responsibilities: Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling. With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc. Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire new clients through converting referral leads Manage client follow-up and adhere to all Regulatory and Compliance operating procedures. Ensure that KYC/AML and other compliance norms are strictly adhered. Partner with all roles on branch team to ensure all clients have a positive in-branch experience. 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: 5-8 years of experience. Strong analytical and financial skills. Strong verbal and written communication skills. Organized with strong attention to details. Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred. Basic understanding of investment and financial planning strategies preferred. Must be a self-starter, problem solver and a goal-oriented team player able to work without direction. Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: Bachelor's/University degree or equivalent experience ------------------------------------------------------ Job Family Group: Private Client Coverage ------------------------------------------------------ Job Family: Financial Planning Services ------------------------------------------------------ Time Type: ------------------------------------------------------ Primary Location: Torrance California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $83 920,00 - $125 880,00 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: ene 20, 2026 ------------------------------------------------------ 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.

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. At Visa, you'll have the opportunity to create impact at scale - tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world. Join Visa and do work that matters - to you, to your community, and to the world. Progress starts with you. Job Description As Manager, Account Executive - U.S. Fintech Partnerships, you will manage a portfolio of strategic growth accounts - emerging fintech innovators spanning a range of about 10 digital finance platforms that issue Visa cards (consumer debit, prepaid, credit, and even some small business). These companies also accept Visa cards to fund accounts and send/receive the funds of their millions of consumers. You will help these high growth clients (including micro-investing platforms, rewards card programs, sustainability-focused debit solutions, youth financial tools, and other Neobanking solutions) to achieve their business goals and expand Visa's impact through renewals, new product launches, performance optimization, and operational execution. These accounts require your consultative support and present opportunities to deliver measurable impact to Visa, their employees, owners, investors, and customers. You will convert momentum into annual revenue growth, ensuring timely sales cycles, with the close collaboration of product specialists from across Visa, acting as a central reference for the team to maintain client experience and revenue velocity. Key Responsibilities Account Ownership & Execution Serve as the primary lead for assigned fintech partners, own the account plan and deliver against shared objectives and growth targets. Lead quarterly business reviews, provide executive-ready updates on performance, pipeline, and risk/issue mitigation. Pipeline, Commercials & Deal Progression Advance opportunities end-to-end, from discovery and business case through pricing, negotiation, contracting, and launch handoff. Maintain accurate CRM hygiene and opportunity tracking to deliver on partner objectives and Visa's growth. Cross-Functional Support Orchestrate collaboration between Product, Legal, Finance, Risk, Advisory, and Value-Added-Services specialists to accelerate delivery and resolve issues. Liaise with sponsor banks and processors/program managers to operationalize program changes. Segment Expertise & Communication Distill market trends, portfolio economics, and operational levers for consumer issuing and money movement, brief internal stakeholders and inform account strategies. Prepare concise, executive-ready materials for internal and client leadership. Represent the voice of the customer in executive forums and strategic initiatives. Solutioning & Growth Map partner use cases to Visa capabilities (issuing, money movement, value-added services) and build pragmatic roadmaps. Identify and scale improvements that lift auth rates, reduce fraud/chargebacks, and increase top-of-wallet Visa credential usage. Help partners leverage Visa's contractual funds for mutual growth. Drive portfolio growth in alignment with Visa's long-term strategy, as well as each partner's. Risk, Compliance & Governance Partner with Risk/Legal/Compliance to embed U.S. consumer banking controls (KYC/CIP, AML/OFAC, Reg E disputes) into program design and operations, monitor SLA and policy adherence. Team & Culture Contribute to a high-performing, inclusive, and connected Fintech team culture, supporting strong collaboration. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager. Qualifications Basic Qualifications 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Permanent authorization to work in the U.S. Preferred Qualifications 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD Experience managing fintech or digital banking accounts with measurable impact. Familiarity with Visa products (Visa Direct, various value-added services) and card issuing constructs. Strong communication and collaboration skills, ability to manage multiple priorities. Data-driven mindset, proficiency in Excel, Gen AI/large language models, and customer relationship management tools. Additional Information Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 134,600.00 to 195,150.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. About Growth Products and Partnerships The Growth Products and Partnerships organization focuses on four key areas to drive Visa's growth. These include a focus on building and growing our product and solutions partnerships with Big Tech, executing specialized non-traditional commercial deals, elevating and commercializing Visa's rapidly growing digital currency and crypto capabilities and define and identify the biggest opportunities for long-term growth through the Future of Payments. Job Description The Strategic Wallet Programs & Analytics Manager will play a critical role in driving operational excellence, performance analytics, and strategic initiatives for Visa's wallet partners. This position focuses on building robust data reporting frameworks, improving business processes, developing strategy for Visa's growth products, and providing thought leadership to scale partnerships and deliver measurable growth. You will work cross-functionally with Product, Legal, Finance, Marketing, and other teams to execute complex partnership agreements and ensure operational efficiency. The ideal candidate is data-driven, detail-oriented, and experienced in managing processes that support sales planning and execution cycles. You will support a senior account executive across multiple areas critical to realize growth and progress with strategic partner accounts. Key Responsibilities Operational Improvements Identify process inefficiencies and implement solutions to enhance productivity. Collaborate with internal teams (Product, Partnerships, Legal) to drive workflow enhancements. Define SLAs, metrics, and performance standards to monitor portfolio health. Lead recurring business reviews and meetings to ensure continuous improvement. Partner with PMO to develop end-to-end project plans for new implementations. Work with Data Science and back-office teams to resolve reporting errors and optimize data quality. Performance Tracking & Reporting Ensure integration and quality of data sources for accurate performance tracking. Analyze trends and gaps to inform strategic decisions and account planning. Develop customized account strategies and objectives for key partners. Align cross-functional teams on proposals and deliverables. Strategy Development & Thought Leadership Develop strategy and go-to-market plan for strategic initiatives for wallet partners. Support executive reporting and provide insights into partnership progress. Educate internal teams on market developments and emerging opportunities. Contribute to strategic planning and execution for wallet programs. Team Support Assist leadership with meeting preparation and follow-up actions. Support proposal development and negotiations with internal stakeholders and partner executives. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Strong analytical skills with proficiency in data visualization and reporting tools. Experience in cross-functional collaboration and project management. Excellent communication and stakeholder management skills. Background in payments, fintech, or technology partnerships preferred. Preferred Qualifications 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD A minimum of 5 years business experience with related sales and management experience in the mobile, software, hardware or technology services industry Experienced in continuous improvement of teams, processes, products, and related servicing capabilities Maintain global perspective - seeing beyond current issues in order to understand downstream impacts of decisions and directions Have a passion for drilling into the details of how things work, leading to outstanding user/partner experiences Able to operate autonomously and push through ambiguity to drill down to actions and solutions Teamwork, interpersonal & relationship-building skills, and ability to lead by influence and example Proven ability to partner, communicate and manage/navigate through multiple disciplines and organizational groups Experience "managing up", building Executive Level communications and delivering presentations Ability to work within a complex and often ambiguous environment, and to influence senior management and other relevant parties Executive presence; Strong written and oral communication, including large-group presentations Team oriented, collaborative and flexible Ability to influence and work within matrixed environment Additional Information Work Authorization: Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 132,300.00 to 191,800.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid. Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa. About Growth Products and Partnerships The Growth Products and Partnerships organization focuses on four key areas to drive Visa's growth. These include a focus on building and growing our product and solutions partnerships with Big Tech, executing specialized non-traditional commercial deals, elevating and commercializing Visa's rapidly growing digital currency and crypto capabilities and define and identify the biggest opportunities for long-term growth through the Future of Payments. Job Description The Strategic Wallet Programs & Analytics Manager will play a critical role in driving operational excellence, performance analytics, and strategic initiatives for Visa's wallet partners. This position focuses on building robust data reporting frameworks, improving business processes, developing strategy for Visa's growth products, and providing thought leadership to scale partnerships and deliver measurable growth. You will work cross-functionally with Product, Legal, Finance, Marketing, and other teams to execute complex partnership agreements and ensure operational efficiency. The ideal candidate is data-driven, detail-oriented, and experienced in managing processes that support sales planning and execution cycles. You will support a senior account executive across multiple areas critical to realize growth and progress with strategic partner accounts. Key Responsibilities Operational Improvements Identify process inefficiencies and implement solutions to enhance productivity. Collaborate with internal teams (Product, Partnerships, Legal) to drive workflow enhancements. Define SLAs, metrics, and performance standards to monitor portfolio health. Lead recurring business reviews and meetings to ensure continuous improvement. Partner with PMO to develop end-to-end project plans for new implementations. Work with Data Science and back-office teams to resolve reporting errors and optimize data quality. Performance Tracking & Reporting Ensure integration and quality of data sources for accurate performance tracking. Analyze trends and gaps to inform strategic decisions and account planning. Develop customized account strategies and objectives for key partners. Align cross-functional teams on proposals and deliverables. Strategy Development & Thought Leadership Develop strategy and go-to-market plan for strategic initiatives for wallet partners. Support executive reporting and provide insights into partnership progress. Educate internal teams on market developments and emerging opportunities. Contribute to strategic planning and execution for wallet programs. Team Support Assist leadership with meeting preparation and follow-up actions. Support proposal development and negotiations with internal stakeholders and partner executives. This is a hybrid position. Expectation of days in office will be confirmed by your hiring manager. Qualifications Basic Qualifications 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD Strong analytical skills with proficiency in data visualization and reporting tools. Experience in cross-functional collaboration and project management. Excellent communication and stakeholder management skills. Background in payments, fintech, or technology partnerships preferred. Preferred Qualifications 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD A minimum of 5 years business experience with related sales and management experience in the mobile, software, hardware or technology services industry Experienced in continuous improvement of teams, processes, products, and related servicing capabilities Maintain global perspective - seeing beyond current issues in order to understand downstream impacts of decisions and directions Have a passion for drilling into the details of how things work, leading to outstanding user/partner experiences Able to operate autonomously and push through ambiguity to drill down to actions and solutions Teamwork, interpersonal & relationship-building skills, and ability to lead by influence and example Proven ability to partner, communicate and manage/navigate through multiple disciplines and organizational groups Experience "managing up", building Executive Level communications and delivering presentations Ability to work within a complex and often ambiguous environment, and to influence senior management and other relevant parties Executive presence; Strong written and oral communication, including large-group presentations Team oriented, collaborative and flexible Ability to influence and work within matrixed environment Additional Information Work Authorization: Permanent Authorization to work in the U.S. is a precondition of employment for this position. Visa will not sponsor applicants for work visas in connection with this position. Work Hours: Varies upon the needs of the department. Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code. U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 132,300.00 to 191,800.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.