Client Executive - Senior Vice President

The Client Executive will be dedicated to a portfolio of Financial Institution (FI) & Non-Bank Financial Institution (NBFI) clients with the overall objective to support their global growth and provide seamless delivery of the full suite of TTS services.

Through disciplined calling, the Client Executive will be responsible for all aspects of the relationship with the customer, including service provision, organic revenue growth and compliance and risk management.

The Client Executive is a key member of a unique global relationship network that is widely regarded as being best in class for client coverage and delivery of banking solutions in over 100 countries.

Key Responsibilities:

• Revenue Realization & Retention
• Responsible for cross selling and commercialization of new or enhanced TTS products and services to increase wallet penetration.
• Complete regular relationship reviews that incorporate all parts of the client's TTS business, including analysis on profitability, new opportunities, and pricing.
• Drive growth of portfolio by matching client needs and strategic business objectives to Citi’s cash management and trade solutions. 
• Input all pipeline opportunities and won deals into CRM.
• Manage won opportunities through implementation. 
• Work with partners to remove roadblocks and where possible accelerate revenue realization.
• Monitor deals post implementation to ensure utilization of the product and revenue realization based on deal estimates.

Client Experience:

• Be the client advocate to ensure issues are addressed promptly by working with partners across TTS and utilizing client forums, such as the Client at Risk process, to facilitate and drive resolution.
• Be responsible for driving best in class client experience (monitoring Pulse surveys and leverage internal tools to monitor satisfaction levels across the organization).
• Take ownership, lead, and track specific issues/problems while holding partners accountable to deliver on client’s requirements.
• Develop a relationship with client decision makers and influencers, to build and maintain “Trusted Adviser” status.
• Enhance collaboration across product and client groups.  Partner with product specialists to drive overall client satisfaction through Voice of the Client, build client loyalty, and respond to client escalation issues.
• Understand the dynamics of the local financial markets, banking and payment industries, and regulatory environments.
• Have a deep understanding of our competition by client and be able to provide valuable input to support the TTS Sales organization.
• Manage client’s expectations and effectively engage in difficult discussions with clients.
• Strengthen the client relationship by working closely with product partners across TTS.
• Serve as a key client contact point and be ultimately responsible for all aspects of the relationship with the customer, including organic revenue growth, service provision, compliance and risk management.

Development Value:

• Ownership of target market portfolio and being successful in a highly competitive market.
• Experience working within a cross-regional team that allows for building network relationships outside of country base.
• Opportunity to be part of, highly visible strategic initiative for FI TTS.
• Competencies:
• Ability to translate client needs into opportunities through active listening
• Excellent negotiation skills 
• Disciplined, highly organized and self-motivated.
• Highly accurate worker with high level of attention to details.
• Able to perform under pressure and work to deadlines.
• Results and service oriented.
• Very strong interpersonal skills required to work in a highly demanding teamwork environment.
• Be a complete “team-player”.
• Excellent verbal and written communication skills.
• Ability to manage and solve problems and conflicts.
• Strong leadership and influence skills.
• Respect for Compliance and Controls

Qualifications:

• 10+ years of Relationship Management or equivalent experience
• Bachelor's degree preferred
• Fluent written and verbal English communication skills
• Leadership and team management experience desired
• 25% travel required

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Job Family Group:

Institutional Sales

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Job Family:

Investor Sales

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Time Type:

Full time

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Primary Location:

New York New York United States

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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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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Anticipated Posting Close Date:

Sep 25, 2025

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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.

• If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
• View Citi’s EEO Policy Statement and the Know Your Rights poster.