Head of Regulatory Reporting, Client Tax and Wealth Operations
Citi
Job Level
Mid-LevelSenior
About the role
- Serve as primary relationship manager for SFOX Connect (embedded solution) with a dedicated focus on payments/Fintech clients
- Conduct quarterly business reviews focusing on trading volume, execution quality, and operational efficiency
- Collaborate with clients' trading, operations, and compliance teams to optimize platform usage
- Maintain detailed account intelligence and interaction history in Salesforce
- Drive deeper engagement with SFOX Connect's trading, custody, and settlement features
- Identify opportunities to increase client trading volume and expand service utilization
- Present new product features including Smart Order Router, algorithmic trading tools, and custody solutions
- Coordinate with product team to prioritize feature requests based on client feedback
- Guide clients through SFOX Connect API integration and FIX protocol setup
- Troubleshoot trading connectivity issues and order management system integrations
- Assist with multi-exchange routing optimization and execution strategy configuration
- Provide training on trading dashboards, portfolio management tools, and risk analytics
- Facilitate onboarding of new trading counterparties and liquidity relationships
- Coordinate prime brokerage services including margin trading and securities lending
- Manage custody wallet provisioning and institutional-grade security implementations
- Support clients with regulatory reporting and transaction cost analysis (TCA)
- Monitor institutional crypto trading trends and competitive landscape
- Gather client feedback on execution quality, latency, and market structure preferences
- Collaborate with trading desk on market making and liquidity provision strategies
- Contribute to institutional research reports and market commentary
- Partner with institutional sales team on prospect meetings and product demonstrations
- Develop case studies showcasing client success stories and ROI metrics
- Represent SFOX at institutional crypto conferences and industry events
- Support RFP responses and due diligence processes for prospective clients
Requirements
- Bachelor's degree in Finance, Economics, or related field
- 4-6 years experience in institutional sales, account management, or client services
- Strong understanding of crypto markets, trading infrastructure, and institutional workflows
- Experience with prime brokerage, execution management systems, or institutional trading platforms
- Excellent relationship management and communication skills
- Proficiency with CRM systems and data analysis tools
- Previous experience with crypto prime services, exchanges, or institutional trading platforms
- Knowledge of FIX protocol, APIs, and trading system integrations
- Understanding of institutional custody, settlement, and operational workflows
- Experience with multi-asset class trading or alternative investment platforms
- Existing relationships within institutional crypto trading community
