Global Treasury & Investor Solutions Strategist

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

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.