Global Solution Sales Director: Treasury&Investor Services

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

Job summary

The Global Solution Sales specialist at Citi in New York leads end-to-end sales for Treasury and Trade Solutions and Investor Services portfolios, advising Insurance and Asset Management clients with multi-product solutions across transaction banking and securities lifecycles.

As an experienced contributor, you will originate opportunities, structure bespoke proposals, manage a high-quality pipeline, and collaborate with Relationship Managers, Product Management, Implementation, and Risk

Qualifications

• 10–15+ years of transaction banking, securities services, or institutional financial services sales experience.
• Proven ability to originate, negotiate, and drive strategic wins with Asset Management and Insurance Clients.
• Excellent written, verbal, and presentation skills for C-suite audiences.
• Ability to translate client workflows and balance sheet needs into cohesive solutions.
• Proven ability to navigate complex client organizations and build lasting relationships.

Responsibilities

• Originate and execute end-to-end sales for designated clients and opportunities.
• Acquire new relationships while expanding wallet share across existing accounts.
• Lead RFP processes and structure bespoke multi-product solutions.
• Maintain a high-quality sales pipeline with accurate forecasting.
• Deliver integrated coverage across Cash Management and Investor Services.

Skills

Sales strategy

Negotiation

Relationship building

Presentation skills

Financial knowledge

Cross-functional collaboration

RFP experience

Pipeline management

Education

Bachelor's degree in Finance/ Economics/ Business Administration

Job description

The Global Solution Sales specialist at Citi in New York leads end-to-end sales for Treasury and Trade Solutions and Investor Services portfolios, advising Insurance and Asset Management clients with multi-product solutions across transaction banking and securities lifecycles.

As an experienced contributor, you will originate opportunities, structure bespoke proposals, manage a high-quality pipeline, and collaborate with Relationship Managers, Product Management, Implementation, and Risk