Strategic Financial Institutions Solutions Director

Citi; New York (NY); Hybrid; USD 200,000 - 300,000; Full time

Benefits offered by this job

Hybrid schedule

Global client relationships

Autonomy to manage portfolio

Learning and development opportunities

Wellbeing programs

Job summary

Citi in New York seeks a Financial Institutions Solution Sales Director to lead the full sales cycle for major bank clients, delivering integrated Treasury and Trade Solutions and Investor Services spanning cash management, trade finance, custody, and fund services.

You will build bespoke multi-product proposals with C-suite buyers, collaborate with Relationship Management, Product, Implementation, and Risk, and shape strategy with full autonomy over your client portfolio.

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, with the ability to present complex technical and commercial concepts to C-suite decision makers.
• Proven capability to translate client operational workflows and balance sheet requirements into cohesive technical and commercial solutions.
• Skill in navigating complex client organizations and building lasting relationships with key decision makers.
• A self-motivated, proactive, and entrepreneurial approach to generating and managing a sales pipeline.
• A bachelor's degree in finance, economics, business administration, or a related field.

Responsibilities

• Lead the end-to-end sales cycle for Major Banks clients, identifying opportunities and negotiating mandates that drive revenue growth.
• Acquire new client relationships while expanding product penetration across cash management, trade finance, custody, and fund services within existing accounts
• Structure bespoke technical and commercial solutions for complex Request for Proposal processes that integrate cash, trade, custody, and fund service capabilities.
• Build and manage a high quality sales pipeline, forecasting deal velocity, conversion rates, and revenue impact.
• Deliver consultative sales coverage across both Cash Management and Investor Services product lines.
• Maintain compliance with internal policies and external regulatory requirements across local and cross border markets.
• Champion ethical standards and transparency in every client interaction, upholding Citi's Code of Conduct.

Skills

Transaction banking

Securities services

Client relationship management

Executive-level presenting

Strategic deal origination

Sales pipeline management

Entrepreneurial mindset

Education

Bachelor's degree in finance/economics/business

Job description

Citi in New York seeks a Financial Institutions Solution Sales Director to lead the full sales cycle for major bank clients, delivering integrated Treasury and Trade Solutions and Investor Services spanning cash management, trade finance, custody, and fund services.

You will build bespoke multi-product proposals with C-suite buyers, collaborate with Relationship Management, Product, Implementation, and Risk, and shape strategy with full autonomy over your client portfolio.