Client Executive, Investor Services - SVP

Citi; United States; On-site; USD 164,000 - 245,000; Full time

Benefits offered by this job

Hybrid work model

Ownership of client relationships

Global network access

Learning & development opportunities

Performance-driven culture

Competitive benefits

Job summary

Citi is seeking a Client Executive to manage a key Asset Manager client in North America within its Investor Services group. You will be the primary trusted advisor, coordinating with a global network to drive revenue growth and deliver end-to-end custody and fund services solutions.

In this senior role, you will negotiate contracts, oversee pricing, and lead cross-functional teams across legal, product, and operations to meet evolving client needs.

Qualifications

• 8+ years of experience in client relationship management within a global financial institution.

Responsibilities

• Act as the senior relationship owner for a strategic Asset Manager client in North America, primary advocate within Citi’s Investor Services network.
• Lead contract negotiations, updates, and risk matters with Legal and Product teams reflecting client needs.
• Develop and execute strategies to retain revenue and generate cross-sell opportunities across Citi’s product suite.
• Advise clients on regulatory developments, industry trends, and product solutions.
• Govern client satisfaction through relationship reviews and action plans to resolve concerns.
• Partner with product, operations, and technology teams to improve services and solutions.
• Maintain accountability for client profitability, pricing negotiations, and overall relationship efficiency.

Skills

Senior relationship mgmt

Custody & Fund Services

Cross-sell opportunities

Stakeholder management

Excellent communication

Prioritization

Continuous learning

Bachelor’s degree

Education

Bachelor’s degree or equivalent

Job description

Citi is looking for a Client Executive to join its Investor Services business a top 4 global provider of Custody, Fund Services, and Agency Lending where you will own and grow a key strategic Asset Manager relationship across North America as part of a broader global client team.

In this senior role, you will serve as the primary point of contact and trusted advisor for one of Citi’s most important clients, operating within a network spanning 60+ countries and serving approximately 19,000 institutional clients worldwide. This is a high-impact opportunity to shape client outcomes, drive revenue growth, and deliver an exceptional end-to-end experience at the intersection of custody, fund services, and global financial markets.

Responsibilities

• Act as the senior relationship owner for a strategic Asset Manager client in North America, serving as their primary advocate and trusted advisor within Citi’s global Investor Services network.

• Lead and coordinate the negotiation of client contracts, business updates, and risk-related matters in partnership with Legal and Product teams, ensuring agreements reflect the client’s evolving needs.

• Develop and execute strategies to retain existing revenue and generate new income by identifying, pursuing, and closing cross-sell opportunities across Citi’s product suite.

• Advise clients on regulatory developments, industry trends, and product solutions, positioning Citi as a strategic partner capable of anticipating and responding to market change.

• Govern client satisfaction by conducting regular relationship reviews, tracking performance against service commitments, and leading coordinated action plans to resolve concerns.

• Partner with product, operations, and technology teams to drive continuous improvement in the services and solutions delivered to the client.

• Maintain full accountability for client profitability, pricing negotiations, and the financial efficiency of the overall relationship.

Required Qualifications & Skills

• 8 or more years of experience in client relationship management within a global financial institution, with demonstrated ability to manage senior-level relationships independently.

• In-depth knowledge of the Custody and Fund Services industry, including a solid understanding of the asset manager client segment and the regulatory and risk environment in which they operate.

• A track record of identifying and successfully executing cross-sell opportunities, with the ability to articulate the value of complex financial products to institutional clients.

• Demonstrated ability to manage and resolve complex issues by influencing stakeholders across functions, geographies, and seniority levels without direct authority.

• Excellent written and verbal communication skills, with the confidence and presence to lead external client meetings, negotiations, and senior-level discussions.

• Strong ability to manage competing priorities in a fast-moving environment, shifting focus rapidly in response to client and business demands.

• Commitment to continuous learning, with the motivation to stay current on market developments, regulatory changes, and evolving client needs.

• Bachelor’s degree or equivalent professional experience
  

Beneficial Skills & Qualifications

• A Master’s degree in a relevant field such as Finance, Business, or Economics.

• Cross-product knowledge spanning multiple services offered within global financial institutions, enabling holistic client solution design.

• Familiarity with client onboarding and know-your-client processes within a regulated financial services environment.
  

What We Offer

At Citi, you will work at the center of one of the world’s largest financial networks, collaborating with high-performing global teams to deliver meaningful outcomes for institutional clients. This role offers the scope, autonomy, and strategic visibility that senior professionals seek, within an organization that invests in its people and the relationships they build.

• Ownership of a high-profile client relationship within a globally recognized Investor Services business, with direct influence on client outcomes and revenue growth.

• Access to Citi’s global network spanning 95 countries, enabling collaboration with specialists across custody, fund services, product, operations, and technology.

• A hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.

• Ongoing learning and development opportunities, with exposure to global market developments, evolving regulatory landscapes, and new product innovation.

• A performance-driven environment where your impact on client satisfaction, revenue, and relationship quality is visible and valued at the most senior levels.

• Competitive financial wellbeing benefits, including compensation structures designed to reflect the seniority and accountability of the role.

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:

$163,600.00 - $245,400.00

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:

Sep 01, 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.

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