The Transition Management team is part of the Sales Organization within Prime Finance. The Transition Manager is responsible for project managing the onboarding of both existing client relationships, as well as new clients onto the Prime Finance Platform. Members of the Transition Management team must have a deep understanding of product and the clients they cover, be capable of issue-spotting, problem-solving, and committed to delivering a superior client experience.
The role encompasses the following main components: client engagement, including managing the client onboarding lifecycle in a timely manner; internal stakeholder engagement, ensuring all onboarding milestones are met; issue-spotting and problem-solving. The Transition Management team is responsible for driving overall onboarding efficiency and ensuring clients are on boarded in an operationally efficient manner.
Responsibilities:
Qualifications:
Education:
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Institutional Sales------------------------------------------------------
Job Family:
Investor Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$163,600.00 - $245,400.00
In addition to salary, Citis 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.
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Anticipated Posting Close Date:
Apr 19, 2024------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
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