Global Solution Sales, Director

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

Job summary

Citi in New York is seeking a Global Solution Sales specialist to drive origination, pipeline development and revenue across Treasury & Trade Solutions and Investor Services. You will act as a trusted advisor to Insurance and Asset Management clients, delivering bespoke cash, trade, custody and fund service solutions.

The role requires 10–15+ years in institutional sales, with strong negotiation, relationship and presentation skills to engage C-suite decision-makers.

Qualifications

• 10–15+ years in transaction banking, securities services, or institutional financial services sales.
• Proven ability to originate, negotiate, and win with Asset Management and Insurance Clients.
• Strong written, verbal, and presentation skills for C-suite.
• Ability to translate client workflows into cohesive technical and commercial solutions.

Responsibilities

• Originate and execute end-to-end sales for designated target clients.
• Acquire new client relationships while increasing product penetration.
• Lead complex RFP processes and structure bespoke solutions.
• Maintain a high-quality sales pipeline with forecasted revenue.
• Deliver integrated coverage spanning Cash Management and Investor Services.
• Ensure compliance with internal policies and regulatory requirements.
• Promote a culture of responsible finance and ethics.

Skills

Transaction banking sales

Client relationship management

Negotiation

Strategic sales

Financial services

Education

Bachelor's degree in Finance, Economics, Business Administration

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.

Anticipated Posting Close Date: Oct 21, 2026