Global Head of Proposals, Director - Services

Citi; New York (NY); On-site; USD 170,000 - 300,000; Full time

Benefits offered by this job

Hybrid working model

Competitive base salary

Discretionary annual bonus

Medical, dental, and vision insurance

401(k) plan with company matching

Generous paid time off

Paid parental leave

Employee Assistance Programme

Life insurance and disability coverage

Employee discounts

Job summary

Citi is seeking a Global Head of Proposals within Treasury & Trade Solutions in New York. You will own the strategy, quality, and transformation of Citi’s globally distributed proposals function across five regional clusters and a key vendor partner.

This director-level role blends client excellence, commercial impact, and AI-enabled transformation to shape Citi’s competitive edge. You will lead regional leaders, define global standards, drive performance, and oversee budget, governance, and

Qualifications

• 15+ years of experience in proposals or related client-facing roles within financial services or a global institution.
• 8+ years of managerial experience leading large, distributed teams.
• Experience with outsourced vendor relationships and governance.
• Strong written/verbal communication with senior-level storytelling.
• Background in treasury, trade or transaction banking products.

Responsibilities

• Define and execute the global proposals vision for Citi's TTS business across five regions.
• Lead regional leaders and build a high-performance, accountable culture.
• Establish standards, quality frameworks, and governance for proposal production.
• Design a solutions upskilling program across cash management, trade finance, and more.
• Oversee an industry sector intelligence program to position Citi's solutions.
• Manage outsourced vendor relationships and SLA performance.
• Drive AI adoption and intelligent automation across proposals.
• Manage the global proposals budget and resource allocation.

Skills

Leadership

Proposal management

Global team leadership

Strategic thinking

Analytical skills

Education

Bachelor's degree

Tools

Vendor management

AI in proposals

Job description

Are you ready to lead a global proposals function at the center of one of the world's most influential financial institutions? As Global Head of Proposals, Treasury & Trade Solutions at Citi, you will hold full accountability for the strategy, quality, and transformation of a globally distributed proposals function spanning five regional cluster teams and a strategic third-party vendor partnership. This is a director-level leadership role that sits at the intersection of client excellence, commercial impact, and AI-enabled transformation - shaping how Citi competes and wins in the market.

Responsibilities

• Define and execute the global proposals vision for Citi's Treasury & Trade Solutions business, setting the direction for five regional cluster teams to deliver high-impact, commercially compelling client proposals.
• Lead and develop regional team leaders across all clusters, establishing a high-performance culture built on accountability, continuous learning, and measurable results.
• Establish global standards, quality frameworks, and governance for proposal production - tracking win rates, turnaround times, and client feedback to drive continuous improvement.
• Design and deliver a solutions upskilling program across the global proposals function, covering cash management, trade finance, liquidity solutions, payments, escrow, and digital treasury tools.
• Build and lead an industry sector intelligence program that equips proposals professionals with the contextual knowledge needed to position Citi's solutions against each client's specific business environment.
• Oversee the outsourced vendor relationship - managing contract governance, performance expectations, SLAs, and quality standards to ensure the vendor team operates as a seamless extension of the internal function.
• Drive the adoption of generative AI, intelligent automation, and advanced analytics across the proposals function - leading the transformation of how proposals are produced, personalized, and optimized at scale.
• Manage the global proposals budget, allocating resources effectively across internal and external teams to maximize efficiency and responsiveness to business demand.

Required Qualifications & Skills

• 15+ years of experience, including 8+ years' managerial experience.
• Significant experience in proposals, bid management, or client-facing functions within financial services, transaction banking, or a comparable global institution, with a background that spans both strategic and operational ownership.
• Demonstrated ability to lead large, globally distributed teams across multiple geographies and time zones, with direct experience developing and managing regional team leaders.
• Deep knowledge of treasury, trade, and transaction banking products and services, with the ability to engage credibly with product specialists and translate complex capabilities into client-relevant narratives.
• Experience managing outsourced or third-party vendor relationships at scale, including contract governance, capacity planning, and performance management.
• Exceptional written and verbal communication skills, with a track record of crafting and elevating compelling, client-centric narratives at a senior level.
• Strong analytical mindset with experience using data and performance metrics to guide resource allocation, identify capability gaps, and improve outcomes across a global function.
• Experience leading significant organizational transformation and change management programs, including technology adoption and process re-engineering.
• Bachelor's degree required.

Beneficial Skills & Qualifications

• Advanced degree (MBA or equivalent) that demonstrates strategic thinking and commercial depth.
• Professional certifications in bid management, such as APMP Foundation or Practitioner, that reflect a structured and disciplined approach to proposals excellence.
• Hands-on experience evaluating, piloting, or implementing AI-powered tools within a proposals or content function, with the ability to translate technology capabilities into practical workflows for non-technical teams.
• Cultural fluency across multiple global markets - including NAM, LATAM, UK & Europe, MEA, and Asia - built through direct experience leading teams across these regions.

What We Offer

• Hybrid working model with 3 days in the office and 2 days working remotely each week.
• Competitive base salary, reviewed annually to reflect performance and market position.
• Discretionary annual performance-related bonus tied to individual and business outcomes.
• Comprehensive medical, dental, and vision insurance plans to suit your personal and family circumstances.
• 401(k) plan with company matching contributions to support your long-term financial security.
• Generous paid time off, including vacation days, sick leave, and federally observed public holidays.
• Paid parental leave to support you during key moments in your personal life.
• Employee Assistance Programme providing confidential wellbeing and mental health support.
• Life insurance and disability coverage to protect you and your family.
• Special discounts for employees, family, and friends across a range of products and services.
• Access to a broad range of learning and development resources to support your continued growth as a senior leader.

Job Family Group

Institutional Sales

Job Family

Institutional Sales Support

Time Type

Full time

Primary Location

New York New York United States

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.

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 11, 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.

Illinois residents – AI Notice and Right

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