Global Solution Sales, Director

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

Benefits offered by this job

Medical, dental & vision

401(k)

Paid time off

Wellness programs

Job summary

Citi in New York, NY is seeking an experienced Global Solution Sales specialist to drive origination, pipeline development, and revenue across Treasury and Trade Solutions and Investor Services. You will advise Insurance and Asset Management clients, delivering multi-product solutions spanning cash management, custody, and fund services.

Lead end-to-end sales with senior stakeholders, structure tailored proposals, and manage risk while expanding wallet share.

Qualifications

• 10-15+ years of transaction banking, securities services, or institutional financial services sales experience.
• Proven track record of originating, negotiating, and driving strategic wins with Asset Management and Insurance Clients.
• Exceptional written, verbal, and presentation skills for C-suite audiences.
• Ability to synthesize client workflows and balance sheet requirements into solutions.

Responsibilities

• Originate and Execute Sales: Lead end-to-end sales cycle for designated target clients, structuring proposals and negotiating mandates.
• Client Acquisition & Wallet Penetration: Acquire new clients and increase product penetration across existing relationships.
• RFP & Deal Structuring: Lead complex RFP processes, structuring bespoke technical solutions that integrate cash, trade, custody, and fund service capabilities into client value propositions.
• Pipeline Management: Maintain a high-quality sales pipeline, accurately forecasting deal velocity, conversion rates, and revenue impact.
• Integrated Product Delivery: Deliver expert consultative sales coverage spanning both Cash Management and Investor Services products.
• Regulatory Compliance: Maintain full compliance with internal policies, external regulatory requirements, and local/cross-border market standards.
• Ethics & Culture: Champion a culture of responsible finance, ethics, transparency, and reputation management, adhering strictly to the firm’s Code of Conduct.

Skills

Sales

Communication

Analytical thinking

Relationship building

Negotiation

Strategic thinking

Education

Bachelor’s degree in Finance or related field

Job description

The Global Solution Sales specialist is an experienced individual contributor responsible for driving sales origination, pipeline development, and revenue conversion across an integrated portfolio of Treasury and Trade Solutions (TTS) and Investor Services products.

This role serves as a trusted advisor to Insurance and Asset Management clients, delivering tailored, multi-product solutions that span the full transaction banking and securities lifecycle. The incumbent will leverage deep subject matter expertise in cash management, working capital, trade financing, global custody, fund services, and execution services products to expand wallet share within existing relationships and originate new mandates.

The specialist operates with strategic autonomy, collaborating laterally with Relationship Managers, Product Management, Implementation, and Risk/Control partners to execute complex sales strategies without direct people-management responsibilities.

Key Responsibilities

• Originate and Execute Sales: Lead the end-to-end sales cycle for designated target clients, identifying opportunities, structuring competitive proposals, pitching, and negotiating mandates to achieve revenue growth targets.
• Client Acquisition & Wallet Penetration: Proactively acquire new client relationships while increasing product penetration across existing relationships.
• RFP & Deal Structuring: Lead complex Request for Proposal (RFP) processes, structuring bespoke technical solutions that integrate cash, trade, custody, and fund service capabilities into compelling client value propositions.
• Pipeline Management: Maintain a high-quality sales pipeline, accurately forecasting deal velocity, conversion rates, and revenue impact.
• Integrated Product Delivery: Deliver expert consultative sales coverage spanning both Cash Management and Investor Services products.
• Regulatory Compliance: Maintain full compliance with internal policies, external regulatory requirements, and local/cross-border market standards.
• Ethics & Culture: Champion a culture of responsible finance, ethics, transparency, and reputation management, adhering strictly to the firm’s Code of Conduct.

Recommended Qualifications & Experience

• Experience: 10-15+ years of transaction banking, securities services, or institutional financial services sales experience.
• Sales Track Record: Demonstrated history of originating, negotiating, and driving strategic wins with complex Asset Management and Insurance Clients.
• Communication & Negotiation: Exceptional written, verbal, and presentation skills with the ability to convey complex technical and commercial concepts to C-suite decision-makers.
• Analytical & Solution Design: Strong capability to synthesize client operational workflows and balance sheet requirements into cohesive technical and commercial solutions.
• Client Relationship Skills: Proven ability to navigate complex client organizations and build enduring relationships with key decision makers.
• Drive & Mindset: Highly self-motivated, proactive, and outcome-oriented with a strong entrepreneurial approach to pipeline generation.

Education

• Required: Bachelor’s / University degree in Finance, Economics, Business Administration preferred.

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

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

Oct 21, 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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