Services Sales AI, Pillar Execution & Client Intelligence Lead - Senior Vice President

Citi; New York (NY); On-site; USD 177,000 - 265,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident & disability insurance

Wellness programs

Paid time off

Job summary

Citi is recruiting a Senior SVP for Services Sales AI in New York. You will own end-to-end execution across AI program pillars, coordinating intelligence capture, client engagement, and commercialization activities to guide product and sales decisions.

Lead bi-weekly Steering Team, develop executive-level reports, and drive cross-functional collaboration with pillar leads across FI Sales, Issuer, and Banking teams. Strong program leadership required.

Qualifications

• Bachelor's degree or higher required.
• 10+ years in financial services, preferably in Sales/Product/Strategy.
• Strong program management and cross-functional delivery能力.
• Experience turning intelligence into commercial recommendations.
• Understanding of AI/GenAI in financial services sales.
• Ability to lead senior stakeholder engagement and governance.
• Excellent written and verbal communication; executive reporting.
• Experience facilitating workshops and client engagement events.

Responsibilities

• Lead operational delivery of the Services Sales AI Program.
• Own Intelligence pillar: capture client requirements, competitive intel, AI trends.
• Coordinate AI client engagement activities and track interactions.
• Support content creation for campaigns, commercialization, and thought leadership.
• Oversee Sales Assist governance, feedback, and adoption efforts.
• Run monthly community calls; share best practices and trends.
• Prepare ExCo packs on engagement trends and ROI.
• Maintain strong relationships with pillar leads and Marketing teams.

Skills

Program management

Cross-functional delivery

intelligence capture

AI/GenAI in FS sales

Executive-level reporting

Workshops & client engagement

Stakeholder engagement

Communication skills

Education

Bachelor's degree

MBA

Tools

CRM platforms

AI-powered productivity tools

Job description

Services provides global solutions that help corporations, financial institutions, public sector and commercial clients optimize operations and drive their business forward. Through our five business lines – Liquidity Management Services, Payments, Trade & Working Capital Solutions, Investor Services and Issuer Services - we provide cash management, payments/receivables solutions, working capital solutions, post-trade securities services and issuer services across Citi’s global network.

Team/Role Overview

The SVP, Services Sales AI — Pillar Execution & Client Intelligence Lead is a senior operating role responsible for driving end-to-end delivery across the core pillars of the Services Sales AI Program. This individual will own the operational execution of client engagement initiatives, intelligence capture processes, and commercialization activities, while also serving as the primary liaison between the AI Program Office and the Services product and sales communities.

Working closely with the Director and the dedicated Program Resource, the SVP will lead the bi-weekly Steering Team agenda, oversee the Intelligence & Product Development Lifecycle pillar, co-lead Client Engagement activities, and ensure that AI insights and use cases are captured, synthesized, and channeled effectively into commercial and product development decisions. This role requires a combination of strong program management capability, deep client and market intelligence expertise, and proven ability to drive senior cross-functional coordination.

What you’ll do

• Program Execution & Steering Team Leadership. Lead the operational delivery of the Services Sales AI Program. Manage the bi-weekly Steering Team cadence: prepare agendas, coordinate cross-pillar updates, track actions, and ensure momentum across all six workstreams.
• Intelligence, Feedback & Product Development Lifecycle Own the Intelligence pillar. Build and operate structured mechanisms for capturing client requirements, competitive intelligence, emerging AI trends, and use case insights from across the Services sales community. Synthesize intelligence into actionable reports, investment ideas, and product feedback for EXCO consumption.
• AI Client Engagement Execution. Support and co-ordinate AI client engagement across the community, including co-creation sessions, innovation workshops, and client conversations. Manage the AI engagement tracker, ensuring all interactions are logged and insights captured.
• Commercialization & Campaign Support. Partner with relevant teams in the Campaigns, Commercialization, Marketing & Content pillar. Support development of AI thought leadership, client narratives, commercial positioning content, and event programming.
• Sales Assist Governance & Adoption. Partner with relevant teams to oversee Sales Assist adoption and enablement across Services communities. Drive user feedback capture, feature prioritization, and governance processes to continuously improve platform effectiveness.
• Monthly Community Calls & Communications. Lead or co-lead the monthly Services Sales AI community calls. Facilitate best-practice sharing, promote AI adoption, surface opportunities and trends, and ensure intelligence flows from community engagements back into the program.
• Executive Committee (ExCo) Reporting Preparation. Prepare comprehensive ExCo reporting packs covering AI engagement trends, client & competitive intelligence, adoption & productivity metrics, emerging use cases, and investment recommendations for presentation by the Director.
• Stakeholder Relationship Management. Maintain strong working relationships with pillar leads, community leads (FI Sales, CCPS, CCB, Issuer, Banking & GNB), Marketing, Client Advisory, and AI Central Team. Manage stakeholder expectations and coordinate interdependencies across the program.

What we’ll need from you

• Bachelor['s/University degree
• 10+ years relevant experience in financial services, preferably in Sales, Product, or Strategy functions
• Strong track record in program management and cross-functional delivery at scale
• Demonstrated experience in intelligence capture, market analysis, and translating insights into commercial recommendations
• Solid understanding of AI/GenAI technologies and their application in financial services sales contexts
• Proven ability to lead senior stakeholder engagement and governance forums
• Excellent written and verbal communication skills including executive-level reporting
• Experience in facilitation of workshops, innovation sessions, and client engagement events

Preferred:

• MBA or equivalent advanced degree
• Familiarity with Citi's Services product portfolio and internal sales communities
• Experience with Sales Assist, CRM platforms, or AI-powered productivity tools
• Background in competitive intelligence, product management, or commercialization
• Experience building and managing content for client-facing or commercial programs

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

Job Family Group:

Institutional Sales

Job Family:

Corporate Access

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$176,720.00 - $265,080.00

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.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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