Client Delivery, Financial Institution and Wealth Client Segments - Director

State Farm Mutual Automobile Insurance Company; New York (NY); On-site; USD 170,000 - 300,000; Full time

Job summary

A leading financial institution seeks a Director to join its Client Delivery team in New York. This role encompasses developing client strategies and governance while engaging with senior leadership and overseeing cross-functional programs. The successful candidate will influence the bank's client-first approach and drive meaningful client engagement.

Benefits

401(k) plan

Medical, dental & vision coverage

Paid time off (vacation and sick leave)

Wellness programs

Qualifications

• 10+ years of experience in business/client strategy or related function.
• Exceptional communication and stakeholder management abilities.
• Strong PowerPoint and presentation skills.

Responsibilities

• Lead the implementation of strategic initiatives for large clients.
• Engage with senior leadership to align client strategy priorities.
• Support execution of comprehensive client frameworks.

Skills

Analytical mindset

Stakeholder management

Communication

Problem-solving

Project management

Education

Bachelor's degree required

MBA or equivalent advanced degree preferred

Tools

Microsoft Excel

PowerPoint

Job description

The Director position resides within the Client Delivery team, which maintains a mandate to help deliver the best of Citi across our client franchise, ensuring we are consistent, unified, and disciplined in our approach, as a core team within the Client Organization. The role is wide in scope, given the enterprise-wide remit of the Client Delivery team and broader Client Organization.

The job requires a comprehensive understanding of the Institutional and Wealth client businesses, combined with a solid conceptual / practical grounding in executing in the context of a large bank. Successful candidates work well in a highly collaborative environment and have excellent communication, analytical and problem-solving skills, with the ability to work with senior leaders and stakeholders across the organization.

Role Overview:

The role reports to the Head of Client Delivery Financial Institutions & Wealth within the Client Organization and will play a critical part in advancing the bank's client-centric strategy / disciplines / initiatives.

Collaborating closely with senior leaders across Citi's 5 key businesses, the broader Client Organization, and other internal / external partners, the candidate will have the opportunity to perform a variety of functions and contribute to the development of a critical and growing mandate for Citi.

Key Responsibilities:

Client Strategy and Execution:

• Support efforts focused on building a holistic picture of the global client franchise across Citi, with a strong lens on the Financial Institution and Wealth client segments, through exposure to a variety of topics in a fast-paced environment with complex, multi-faceted projects.
• Lead the implementation of the bank's segment-level strategic initiatives by partnering with senior business leaders and cross-functional teams to deliver the best of Citi for our clients and unlock accretive growth opportunities for the firm.
• Translate client insights into actionable strategies to unlock opportunities, enhance returns and drive strategic client engagement across touchpoints.
• Partner closely with Citi's Vice Chairs to drive / execute on our strategy for our largest and most important clients
• Develop presentations for executive updates / communications to senior firm leaders and key stakeholders.

Client Disciplines and Governance:

• Support in the execution of the firm's comprehensive client framework, including driving governance and consistency across key client-related initiatives such as client tiering, value proposition, voice of the client, account planning etc.
• Design and manage strategic programs aimed at improving client outcomes and delivering measurable business impact. Track, measure, and report on the success of these client initiatives.
• Oversee cross-divisional initiatives that promote better client experiences and outcomes, ensuring alignment with broader business goals.

Stakeholder Engagement:

• Engage with senior leadership to align on client strategy priorities, drive consensus on client centric efforts, and present insights / recommendations.
• Foster collaboration between client-facing teams and internal support functions to deliver integrated and holistic client solutions.

Client Insights:

• Use qualitative and quantitative information to understand segment-level themes, implications for our clients, evolving client needs and influence client relationship, client engagement, client delivery (e.g., product, service) strategies.

Client Advocacy & Culture:

• Champion a client-first mindset by embedding client-focused practices into the bank's culture, processes, and decision-making frameworks.
• Act as a client advocate within the organization, ensuring that client perspectives are represented in strategic decisions and business planning.

Qualifications:

• 10+ years of experience in business / client strategy, or a related function within financial services or a similarly regulated industry.
• Strong track record of excellence in leading and delivering on initiatives across complex global organizations.
• Highly motivated and self-driven, ability to multi-task productively and result orientation

• Analytical mindset; Ability to connect data and insights to broader business objectives and craft actionable strategies.

• Proven ability to manage complex, cross-functional programs and drive execution.
• Exceptional stakeholder management and communication skills, with the ability to influence at all levels of the organization.
• Strong PowerPoint skills, experience creating EMT and Board-level presentations.
• Ability to lead cultural and operational change initiatives focused on client outcomes.
• Proficient with Microsoft Excel and PowerPoint
• Bachelor's degree required; MBA or equivalent advanced degree preferred.

Why Join Us?

This role offers a unique opportunity to shape the future of client relationships at one of the world's leading financial institutions. You will work alongside senior leadership to deliver high-impact initiatives, drive cultural transformation, and make a meaningful difference for our clients and our business. Additionally, this position provides the opportunity to lead innovative programs that enhance both client and relationship manager experiences while influencing the bank's client-first strategy on a broad scale.

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Strategy & Development

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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:

$170,000.00 - $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.

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Anticipated Posting Close Date:

Jun 06, 2025

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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.