Financial Institutions Solution Sales, Director

Citi; Tampa (FL); Hybrid; USD 200,000 - 300,000; Full time

Benefits offered by this job

Health insurance

401(k)

Life insurance

Paid time off

Wellness programs

Job summary

Citi is seeking a Financial Institutions Solution Sales Director in New York, NY. You will lead end-to-end sales for Major Bank clients, delivering Treasury and Trade Solutions, Investor Services, and related offerings to expand relationships and drive revenue growth.

Collaborate with Relationship Management, Product, Implementation, and Risk teams to shape strategy and proposals. A hybrid work model is offered with strong opportunities for global client engagement and career growth.

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 for C-suite decision makers.
• Ability to translate client workflows into cohesive technical and commercial solutions.
• Skill in navigating complex client organizations and building lasting relationships.
• A self-motivated, proactive, and entrepreneurial approach to sales pipeline management.

Responsibilities

• Lead the end-to-end sales cycle for Major Banks clients and negotiate mandates.
• Acquire new relationships while expanding product penetration across cash management, trade finance, custody, and fund services.
• Structure bespoke technical and commercial solutions for complex RFP processes.
• Build and manage a high-quality sales pipeline with forecasting and revenue impact.
• Deliver consultative coverage across Cash Management and Investor Services.
• Maintain compliance with internal policies and external regulatory requirements.

Skills

Transaction banking

Securities services

Institutional sales

C-suite presentations

Deal origination/closing

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.

Job Family Group:

Institutional Sales

Job Family:

Solution Sales

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$200,000.00 - $300,000.00

Citi also 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.

Anticipated Posting Close Date:

Nov 06, 2026

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.