Financial Institutions Solution Sales, Director

Citi; New York (NY); Hybrid; USD 200,000 - 300,000; Full time

Benefits offered by this job

Hybrid schedule

Global client relationships

Autonomy to manage portfolio

Learning and development opportunities

Wellbeing programs

Job summary

Citi in New York seeks a Financial Institutions Solution Sales Director to lead the full sales cycle for major bank clients, delivering integrated Treasury and Trade Solutions and Investor Services spanning cash management, trade finance, custody, and fund services.

You will build bespoke multi-product proposals with C-suite buyers, collaborate with Relationship Management, Product, Implementation, and Risk, and shape strategy with full autonomy over your client portfolio.

Qualifications

• 10 to 15+ years of experience in transaction banking, securities services, or institutional financial services sales.
• Proven record of originating, negotiating, and closing strategic deals with 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.

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.

Skills

Transaction banking

Securities services

Client relationship management

Executive-level presenting

Strategic deal origination

Sales pipeline management

Entrepreneurial mindset

Education

Bachelor's degree in finance/economics/business

Job description

As a Financial Institutions Solution Sales Director, you will lead the full sales cycle for Major Bank clients, delivering integrated Treasury and Trade Solutions and Investor Services offerings that span cash management, trade finance, global custody, and fund services. You will act as a trusted advisor, structuring tailored multi-product proposals that expand client relationships and convert new business into revenue growth. Working alongside Relationship Management, Product, Implementation, and Risk partners, you will shape sales strategy with full autonomy over your client portfolio.

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

At Citi, you will find the scale, resources, and client relationships to shape high-impact financial solutions for some of the world's leading institutions.

• 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 wellbeing and long-term career growth.

Primary Location: New York New York United States

Time Type: Full time

Primary Location Full Time Salary Range: $200,000.00 - $300,000.00

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.

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