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
- 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 well-being and long-term career growth.
Job Family Group: Institutional Sales
Job Family: Solution Sales
Time Type: Full time
Primary Location: New York New York United States
Primary Location Full Time Salary Range:
$200,000.00 - $300,000.00
In addition to salary, Citi's 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.
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
Citi is an equal opportunity employer
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 at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.
Anticipated Posting Close Date:
Nov 06, 2026
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