Jobs at Lexa Ai

Supports institutional clients by identifying and implementing equity derivatives solutions for hedging, yield enhancement, portfolio management, and alpha generation. Develops sales strategies, prospects and onboards clients, manages relationships, closes transactions with cross-functional partners, and supports revenue growth. Maintains strong governance, risk management, compliance, controls, licensing, and ethical business practices while collaborating with trading, structuring, legal, credit, risk, finance, and research teams.

Originates residential mortgage loans by consulting with customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Builds referral relationships with real estate professionals, builders, CPAs, and internal partners to generate mortgage business. Promotes Citi’s lending products, coordinates with processors and underwriters, supports customer relationships, and maintains compliance with consumer-lending laws, regulations, and risk policies.

Originates residential mortgage loans by consulting with customers, analyzing financial information, recommending lending solutions, and managing applications through closing. Develops relationships with real estate agents, builders, CPAs, branch partners, and other referral sources to generate mortgage business. Ensures compliance with consumer lending regulations, coordinates with processors and underwriters, and promotes Citi’s lending and related financial services.

Build and deepen relationships with affluent and high-net-worth clients, identify financial needs, provide holistic banking, credit, investment, and planning solutions, acquire new clients through referrals, grow portfolio value, organize client engagements, and ensure compliance with KYC, AML, SAFE Act, and other regulatory requirements.

Build and deepen affluent and high-net-worth client relationships through financial discovery, profiling, and tailored banking, credit, investment, and financial planning solutions. Acquire new clients, expand portfolios, generate referrals, organize client events, and provide high-touch engagement. Collaborate with branch and product specialists, maintain regulatory compliance, and ensure adherence to KYC, AML, FINRA, insurance, and mortgage licensing requirements.

Manages and grows affluent and high-net-worth client relationships through financial discovery, planning, referrals, and tailored banking, credit, investment, and lending solutions. Acquires new clients, expands wallet share, conducts high-touch client engagement, organizes events, and partners with branch specialists. Ensures regulatory, KYC, AML, risk, and compliance requirements are met while coaching team members and supporting positive client experiences.

Provides comprehensive financial and investment advice to affluent and high-net-worth clients. Builds new client relationships, grows bank and brokerage assets, deepens existing relationships through financial planning, makes suitable securities recommendations, manages referrals, and partners with banking specialists. Ensures compliance with KYC, AML, regulatory, and risk requirements while coaching team members and supporting a positive client experience.

Build and deepen affluent and high-net-worth client relationships, identify financial needs, recommend banking, credit, investment, and planning solutions, acquire new clients, grow portfolios, generate referrals, conduct client meetings and events, and ensure compliance with KYC, AML, FINRA, insurance, and SAFE Act requirements.

Manages strategic relationships with mid-corporate digital technology and communications clients. Responsibilities include identifying client needs, structuring customized banking and credit solutions, expanding portfolios, coordinating onboarding and KYC compliance, identifying cross-sell opportunities, providing market intelligence, managing credit processes, and ensuring regulatory compliance. The role also leads strategic initiatives, coordinates multifunctional teams, manages staff resources, and drives client experience and business growth.

Leads relationships with US technology and communications companies, originating new business and managing complex credit portfolios. Structures multi-product financing solutions, coordinates Investment Banking, Treasury, Capital Markets, Risk, and Operations partners, and drives cross-selling, revenue targets, and portfolio performance. Provides market insights, oversees client onboarding and KYC compliance, manages credit risk, and advises senior stakeholders on financial solutions.

Provide comprehensive financial and investment services to ultra-high-net-worth US clients. Manage high-net-worth accounts, develop strategies with Private Bankers, perform economic and market analyses, recommend portfolio changes, grow assets via referral-based prospecting, and ensure compliance, risk assessment, and strong client communication.

The Senior Portfolio Advisor is responsible for engaging clients, collaborating on investment strategies, and driving compliance with Citi policies while promoting portfolio performance and development.

Build and deepen relationships with affluent and HNW clients to grow wallet share through holistic financial planning, referrals, and face-to-face engagement. Source and convert referral leads, partner with product specialists, ensure KYC/AML and compliance, register as required (FINRA, Insurance Group 1, NMLS), and coach branch team members.