Securities Lending Advisor - DALLAS

Job Description

The Securities Based Lending (SBL) Advisor is a seasoned professional role supporting the delivery of the SBL product across the Americas region for Citi Private Bank. The role requires strong technical and communication skills, client engagement, delivering SBL financing solutions, and driving SBL growth. It demands deep knowledge of SBL products, structuring experience, and awareness of relevant legal and regulatory features in the region.

• Marketing and sale of the SBL Product range through preparation of materials and maintenance of databases.
• Partner with Generalist Lending Advisors on origination activity and collaborate with Global Market Managers and Bankers to support client relationships and ensure high-level client service.
• Contribute to annual planning and budget processes.
• Assist in the execution of regional SBL business strategies, including client engagement, communication plans, and training materials for Bankers.
• Support relationships with key senior-level clients and liaise with external UHNW client teams as a product specialist and advisor. Act as a technical resource to provide appropriate SBL solutions to clients.
• Contribute to a culture of continuous improvement, ensuring compliant business processes and audit readiness.
• Ensure compliance with all applicable laws, regulations, and Citi policies.
• Collaborate with Bankers and leadership to support optimizing return on capital for the Firm.
• Develop internal relationships and act as a proactive partner with the business.
• Collateral Evaluation covering Marketable Securities, both liquid and semi-liquid asset classes.
• Assist in the oversight of appropriate transaction structuring and execution, ensuring compliance with Credit Policy and Risk Acceptance standards.
• Contribute to maximizing revenue generation and ensuring responsible lending growth.
• Ensure adherence to firm-wide credit standards and policies, contributing to quality work delivery and appropriate workload management.
• Problem Recognition and assisting with classified loans remedial management.
• 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, and applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

• 3-5 years of relevant experience in financial services, preferably in SBL or a related lending product.
• Demonstrated strong analytical, communication (written and verbal), and problem-solving skills.
• Solid understanding of SBL products, lending principles, and financial markets.
• Ability to work collaboratively and independently in a dynamic environment.
• Proactive approach to tasks and ability to deliver effective outcomes.
• Bachelor's/University degree.

• Bachelor's/University degree or equivalent experience.

Primary

Location:

Dallas, Texas, United States.

Full time Salary Range: $ – $. In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Key benefits include medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off packages (vacation, sick leave, paid holidays). For additional information, visit

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 w Citi’s EEO Policy Statement and the Know Your Rights poster.