Account Management Specialist- VP

Citi; New York (NY); On-site; USD 130,000 - 195,000; Full time

Job summary

Citi is seeking an experienced Client Executive in New York to manage a portfolio of Global Clients within Treasury and Trade Solutions. The role focuses on protecting and defending client relationships, ensuring no revenue attrition, and delivering high-value cash management solutions across Liquidity Management, Digital Channels and Data, Payments & Receivables.

The Client Executive will coordinate with Onboarding, Service and Product Management to meet SLAs, conduct frequent touchpoints, and

Qualifications

• Excellent communication skills.
• Proven track record of successful client-focused activity.
• Advanced problem solving skills.
• Excellent interpersonal skills.
• Committed, trusted team player.
• High energy and initiative.
• Effective time management and organizational skills.

Responsibilities

• Align with global and regional partners to ensure entire Citi team is delivering best possible client experience globally
• Conduct regular client reviews and develop action plans to confirm commitment and optimize revenue ramp up for deals closed
• Support and manage client escalations
• Partnership forums – providing constructive feedback to groups
• Provide guidance/direction to partners across TTS
• Remove obstacles/gaps that create negative client experience
• Assist with development of tools that support the Client Success organization

Skills

Communication

Client focus

Problem solving

Interpersonal skills

Team player

Energy & initiative

Time management

Education

Bachelor’s degree

Job description

The Client Success organization is seeking an experienced treasury expert to be a senior Client Executive responsible for managing a portfolio of Global Clients with a primary focus to protect and defend client relationships and ensure no attrition of revenues. The Client Executive is expected to be fully conversant with the relevant TTS product characteristics across the suite of global cash management solutions (e.g.) Liquidity Management, Digital Channels and Data, Payments & Receivables, and will be expected to ensure their clients are provided a high-quality value-added experience across Citi. The Client Executive is expected to be the ultimate advocate for their clients, including oversight of cross-functional partners in Onboarding, Service and Product Management that are responsible for the clients’ activities across implementations, inquiry resolution and product/solution performance. The Client Executive is responsible to review daily reporting analysis of these activities and ensure the cross-functional partners’ Service Level Agreements (SLAs) are being met and any activities outside of SLAs is promptly escalated to seniors. They will be working in close partnership with control functions such as Legal, Risk, Compliance and AML/KYC teams to ensure appropriate governance and control infrastructure and be able to lead with strong governance and control. The Client Executive is responsible for conducting frequent touch point calls and visits with their clients, in person and via phone/Zoom, and providing them with a global view of the status on all activities that the Citi team is working on and gauge the client temperature to address any potential areas of dissatisfaction via the Client@Risk process.

Responsibilities

• Align with global and regional partners to ensure entire Citi team is delivering best possible client experience globally
• Conduct regular client reviews and develop action plans to confirm commitment and optimize revenue ramp up for deals closed
• Support and manage client escalations
• Partnership forums – providing constructive feedback to groups
• Provide guidance/direction to partners across TTS
• Remove obstacles/gaps that create negative client experience
• Assist with development of tools that support the Client Success organization

Qualifications

• Excellent communication skills
• Proven track record of successful client focused activity
• Advanced problem solving skills
• Excellent interpersonal skills
• Committed, trusted team player
• High energy and initiative
• Effective time management and organizational skills

Education

• Bachelor’s/University degree

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group

Institutional Sales

Job Family

Investor Sales

Time Type

Full time

Primary Location

New York New York United States

Primary Location Full Time Salary Range

$129,840.00 - $194,760.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

oct 30, 2026

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, 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.