Banking Business Execution - Vice President

Socket.dev; New York (NY); On-site; USD 142,000 - 213,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off

Job summary

Citi in New York seeks a Vice President to join the Client & Strategic Initiatives team. You will drive the client and coverage management agenda across the Banking franchise, support strategic initiatives, and lead essential business execution functions with cross‑functional partners.

The role requires 5+ years in Investment, Corporate, or Commercial Banking, strong analytical and communication skills, advanced Excel and PowerPoint, and the ability to translate complex data into executive

Qualifications

• 5+ years of experience within Investment Banking, Corporate Banking, or Commercial Banking in client-facing, strategy, business management, or consulting roles.
• Proven experience supporting strategic projects across a large, matrixed organization.
• Strong problem solving, analytical, execution, and communication skills, both written and verbal.
• Ability to synthesize large datasets into executive narratives and recommendations.
• Advanced Excel and PowerPoint expertise required.

Responsibilities

• Support initiatives related to business growth, clients, and coverage while leading efforts to enhance governance structures across the Banking franchise.
• Prepare senior-level materials and strategic presentations to support business reviews and executive decision-making.
• Partner with senior stakeholders to translate priorities into defined initiatives, plans, and deliverables across cross-functional teams.
• Execute the comprehensive client and coverage methodology across Banking, including overseeing Citi Tiers and IB priorities.
• Support ongoing management of the Client Executive program, defining eligibility criteria, governance structures, workflows, and success metrics.
• Support key digital initiatives — including Banking CRM development and the Banker mobile app — coordinating inputs with Technology.
• Foster mentorship and knowledge sharing within the team and ensure risk-aware decision making.

Skills

Strategic planning

Stakeholder management

Analytical skills

Executive storytelling

Cross-functional leadership

Advanced Excel

PowerPoint expertise

Education

Bachelor's degree or equivalent

MBA or equivalent preferred

Tools

Excel

PowerPoint

Job description

Citi's Banking franchise is organized around three lines of business: the Investment Bank, which meets clients' capital raising needs and provides merger and acquisition and equity and debt capital markets-related strategic financing solutions; the Corporate Bank, which serves as the conduit of Citi's full product suite to clients; and the Commercial Bank, which helps mid-sized companies address the challenges of rapid growth and international expansion.

The Client & Strategic Initiatives team drives cross-business initiatives, manages common capabilities, and serves as a trusted strategic partner to Banking leadership across the IB, CB, and CCB franchises. The team's mandate spans client and coverage strategy, business framework design, strategic program management, and executive communication.

We are seeking a Vice President to join the Client & Strategic Initiatives team, playing a key role in driving the client and coverage management agenda, supporting strategic initiatives, and running essential business execution functions across the Banking franchise.

Responsibilities:

• Support initiatives related to business growth, clients, and coverage while leading efforts to enhance core business frameworks and governance structures across the Banking franchise
• Prepare senior-level materials and strategic presentations to support business reviews, offsites, and executive decision-making
• Partner with senior stakeholders to translate business priorities into defined initiatives, plans, and deliverables — managing timelines, dependencies, and accountability across cross-functional teams
• Execute the comprehensive client and coverage methodology across Banking, including overseeing Citi Tiers and IB priorities
• Support the ongoing management of the Client Executive program, defining eligibility criteria, governance structures, workflows, and success metrics
• Support key digital initiatives — including Banking CRM development and the deployment of a Banker mobile app — project managing and coordinating business inputs to ensure delivery in partnership with Technology
• Support numerous ad-hoc analyses and presentations for senior management, framing issues and synthesizing key findings and recommendations
• Foster a collaborative team environment, providing guidance and mentorship to junior team members and promoting knowledge sharing and skill development
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citi, its clients, and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Recommended Qualifications:

• 5+ years of relevant experience within Investment Banking, Corporate Banking, or Commercial Banking — in client-facing, strategy, business management, or consulting roles
• Proven experience successfully supporting strategic projects and initiatives across a large, matrixed organization
• Strong problem solving, analytical, execution, and communication skills, both written and verbal
• Ability to synthesize large, complex datasets and stakeholder inputs into clear executive narratives and recommendations
• Ability to work under pressure in a deadline-driven environment while maintaining attention to detail and accuracy
• Ability to independently own work
• Advanced Excel and PowerPoint expertise
• Consistently develops and maintains effective working relationships across senior stakeholders and functional partners

Education:

• Bachelor's degree or equivalent; MBA or equivalent preferred

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Execution & Administration

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$142,320.00 - $213,480.00

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Sep 25, 2026

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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

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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.