Senior Asset Manager Client Executive Investor Services

Citi; New York (NY); Hybrid; USD 164,000 - 245,000; Full time

Benefits offered by this job

Hybrid work model

Global Citi network

Learning & development

Competitive compensation

Job summary

Citi is seeking a Senior Client Executive to lead a strategic Asset Manager relationship in North America within Investor Services. You will drive revenue, coordinate with Legal, Product, and Operations, and act as a trusted advisor to maximize client value.

In this senior role, you will negotiate contracts, stay ahead of regulatory developments, and oversee service performance while maintaining profitability and strong cross-sell momentum across Citi's product suite.

Qualifications

• 8 or more years of client relationship management experience in a global financial institution.
• Deep knowledge of Custody and Fund Services and the asset manager client segment.
• Proven track record in cross-sell opportunities and articulating complex financial products to institutional clients.
• Ability to influence stakeholders across functions, geographies, and seniority levels.
• Excellent written and verbal communication skills for senior-level meetings and negotiations.
• Capable of managing competing priorities in a fast-moving environment.
• Committed to ongoing learning about market developments and regulations.
• Bachelor's degree or equivalent professional experience.

Responsibilities

• Act as the senior relationship owner for a strategic Asset Manager client in North America.
• Lead negotiations of contracts, business updates, and risk matters with Legal and Product teams.
• Develop and execute strategies to retain revenue and generate cross-sell opportunities.
• Advise clients on regulatory developments and product solutions.
• Monitor client satisfaction and lead action plans to resolve concerns.
• Collaborate with product, operations, and technology teams to improve services.
• Maintain accountability for client profitability and pricing negotiations.

Skills

Relationship management

Cross-sell

Regulatory knowledge

Stakeholder management

Communication

Prioritization

Continuous learning

Bachelor's degree

Education

Bachelor's degree

Job description

Citi is seeking a Senior Client Executive to lead a strategic Asset Manager relationship in North America within Investor Services. You will drive revenue, coordinate with Legal, Product, and Operations, and act as a trusted advisor to maximize client value.

In this senior role, you will negotiate contracts, stay ahead of regulatory developments, and oversee service performance while maintaining profitability and strong cross-sell momentum across Citi's product suite.