Financial Institutions Solution Sales, Director

Responsibilities

• Lead the end-to-end sales cycle for Major Banks clients, identifying opportunities and negotiating mandates that drive revenue growth.
• Acquire new client relationships while expanding product penetration across cash management, trade finance, custody, and fund services within existing accounts
• Structure bespoke technical and commercial solutions for complex Request for Proposal processes that integrate cash, trade, custody, and fund service capabilities.
• Build and manage a high quality sales pipeline, forecasting deal velocity, conversion rates, and revenue impact.
• Deliver consultative sales coverage across both Cash Management and Investor Services product lines.
• Maintain compliance with internal policies and external regulatory requirements across local and cross border markets.
• Champion ethical standards and transparency in every client interaction, upholding Citi's Code of Conduct.
• Required Qualifications & Skills
• 10 to 15+ years of experience in transaction banking, securities services, or institutional financial services sales.
• A demonstrated record of originating, negotiating, and closing strategic deals with complex Asset Management and Insurance clients.
• Exceptional written, verbal, and presentation skills, with the ability to present complex technical and commercial concepts to C-suite decision makers.
• Proven capability to translate client operational workflows and balance sheet requirements into cohesive technical and commercial solutions.
• Skill in navigating complex client organizations and building lasting relationships with key decision makers.
• A self-motivated, proactive, and entrepreneurial approach to generating and managing a sales pipeline.
• A bachelor's degree in finance, economics, business administration, or a related field.

What We Offer

• At Citi, you will find the scale, resources, and client relationships to shape high-impact financial solutions for some of the world's leading institutions.
• Work in a hybrid arrangement with three days in the office and two days working remotely each week.
• Build strategic relationships with leading Insurance and Asset Management institutions on a global scale.
• Shape your own sales strategy with the autonomy to manage a high-value client portfolio.
• Access ongoing learning and development opportunities to sharpen your transaction banking and investor services expertise.
• Benefit from resources that support your financial wellbeing and long-term career growth.
• Apply today to lead high-impact sales strategies for Citi's most valued financial institution clients.

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Automated Processing and AI