Investor Services Solution Sales Lead – SVP

The Services business provides global solutions that help clients optimize operations and drive their business forward. It comprises of six businesses across Payments, Liquidity, Investor Services, Trade, Platforms and Data solutions and Issuer Services.

The bank's Solution Sales Team within Investor Services is responsible for owning, developing and growing our platinum and priority client relationships ensuring revenue growth, overall client satisfaction and client profitability & efficiency, supported by the power of Citi’s global network and universal banking capabilities.

Through senior relationship engagement, the Solution Sales Lead should fully understand the strategies executed by their clients and look to develop those relationships to enhance the footprint of Citi products with the clients and provide cross product coverage, with primary focus on Custody & Clearing as well as the wider Services Product Suite. The Solution Sales Lead may also be expected to act as the senior escalation point for their client relationships in the event service levels or where specific projects require senior management involvement from Citi.

Responsibilities:

Relationship Management

• Build long lasting trusted client relationships – be a trusted advisor, act as clients’ advocate within Citi.

• Lead and coordinate negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product).

• Provide clients with thought leadership on regulatory, industry and product solutions.

• Work in partnership with Citi teams and the client in order to ensure Citi is a top provider for the client.

• Understand existing and future products to propose recommendations to clients and grow revenues.

• Ultimately responsible for Knowing the Client (KYC) and all associated approvals.

Financial

• Client-facing role responsible for origination of new client relationships and revenue streams as well as the retention of existing revenue.

• Understand the client wallet, drive organic growth, and identify and execute cross-sell opportunities.

• Accountable for client profitability and efficiency.

• Negotiate pricing and terms for new products (in partnership with the Product organization).

• Deliver the firm: refer business to firm-wide partners.

Client Satisfaction

• Serve as an escalation point to engage client when Client Services or Client Executive roles cannot resolve.

• Perform and/or oversee regular client reviews to determine overall client satisfaction and govern the action plans to address client concerns.

• Drive continuous enhancement of Citi products and services to our clients working with product, operations and tech partners.

Qualifications:

• Bachelor’s/University degree, Master’s degree preferred.

• 8+ years related experience in client sales and relationship management within a financial institution.

• Proven credit skills, background/experience.

• In-depth level of knowledge of the Direct Custody business and broader awareness of the Securities Services industry and the Financial Institutions client segment.

• Ability to multi-task and constantly assess and change priorities in line with the demands of the business and client-base.

• Willingness and motivation to maintain a steep learning curve, keeping updated with the business, client demands and global market developments.

• A strong understanding of the regulatory, risk and control environment impacting the securities services business.

• Excellent written and verbal communication skills and the confidence to handle external meetings and senior-level discussions with clients.

• Experience of managing by influence and demonstrated ability to manage complex issue resolution.

• Self-starter, good problem solver, results oriented.

• Proven track record of cross-selling skills.

• Ability to take ownership and execute solutions with appropriate urgency.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group: Institutional Sales

Job Family: Solution Sales

Time Type: Full time

Primary Location: New York New York United States

Primary Location Full Time Salary Range: $163,600.00 - $245,400.00

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.

Anticipated Posting Close Date: Jun 04, 2026

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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