Strategic Banking Solutions Director - Hybrid

Citi; Tampa (FL); Hybrid; USD 200,000 - 300,000; Full time

Benefits offered by this job

Health insurance

401(k)

Life insurance

Paid time off

Wellness programs

Job summary

Citi is seeking a Financial Institutions Solution Sales Director in New York, NY. You will lead end-to-end sales for Major Bank clients, delivering Treasury and Trade Solutions, Investor Services, and related offerings to expand relationships and drive revenue growth.

Collaborate with Relationship Management, Product, Implementation, and Risk teams to shape strategy and proposals. A hybrid work model is offered with strong opportunities for global client engagement and career growth.

Qualifications

• 10 to 15+ years of experience in transaction banking, securities services, or institutional financial services sales.
• Proven record of originating, negotiating, and closing strategic deals with Asset Management and Insurance clients.
• Exceptional written, verbal, and presentation skills for C-suite decision makers.
• Ability to translate client workflows into cohesive technical and commercial solutions.
• Skill in navigating complex client organizations and building lasting relationships.
• A self-motivated, proactive, and entrepreneurial approach to sales pipeline management.

Responsibilities

• Lead the end-to-end sales cycle for Major Banks clients and negotiate mandates.
• Acquire new relationships while expanding product penetration across cash management, trade finance, custody, and fund services.
• Structure bespoke technical and commercial solutions for complex RFP processes.
• Build and manage a high-quality sales pipeline with forecasting and revenue impact.
• Deliver consultative coverage across Cash Management and Investor Services.
• Maintain compliance with internal policies and external regulatory requirements.

Skills

Transaction banking

Securities services

Institutional sales

C-suite presentations

Deal origination/closing

Education

Bachelor's degree in finance/economics/business

Job description

Citi is seeking a Financial Institutions Solution Sales Director in New York, NY. You will lead end-to-end sales for Major Bank clients, delivering Treasury and Trade Solutions, Investor Services, and related offerings to expand relationships and drive revenue growth.

Collaborate with Relationship Management, Product, Implementation, and Risk teams to shape strategy and proposals. A hybrid work model is offered with strong opportunities for global client engagement and career growth.