Global Solution Sales Director, Treasury & Investor Services

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

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.