Senior Vice President (SVP), Investor Services Sales

Senior Vice President (SVP), Investor Services Sales

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

We are seeking an energetic and driven sales lead to grow and originate relationships with key financial intermediary clients and prospects of Investor Services. This role is pivotal in driving significant revenue growth, ensuring client satisfaction, and identifying new business opportunities with a strong emphasis on sales and business development.

Responsibilities

The successful candidate will maintain ownership of key commercial relationships, with responsibilities including, but not limited to :

Strategic Client Engagement :

Oversee the strategic direction and aggressive growth of complex client relationships, particularly with banks, broker-dealers, and other financial intermediaries

Deeply understand and articulate clients' corporate and product strategies, organizational structure, financials, and recent organizational developments to proactively identify and capitalize on sales opportunities

Serve as the senior escalation point for client relationships, effectively resolving complex issues and managing senior-level client interactions

Business Development & Growth :

Drive the retention of existing revenue and aggressively pursue the generation of new client revenues through proactive cross-selling and up-selling initiatives

Understand the client's overall wallet share, identify organic growth opportunities, and execute cross-sell opportunities across the full suite of Citi products

Identify and pursue prospective clients, leveraging a robust understanding of the financial intermediary client base and emerging needs to drive new sales

Relationship Management & Collaboration :

Build and maintain long-lasting, trusted client relationships, acting as a trusted advisor and advocate for clients within Citi

Navigate and build strong cross-functional partnerships across all lines-of-business within client organizations and internal Citi teams (e.g., Product Management, Client Solutions, Operations, Technology, Legal, Risk, Banking) to ensure seamless delivery and enhance footprint

Lead and coordinate the negotiation of all legal contracts, business, and risk updates, ensuring appropriate oversight

Product & Market Expertise :

Provide clients with thought leadership on regulatory changes, industry trends, and product solutions

Understand existing and future products to propose recommendations, and drive continuous enhancement of Citi products and services

Maintain an in-depth knowledge of Direct Custody, Fund Services, Execution Services, Custody FX, agency securities lending, outsourced liquidity management solutions, and the broader Investor Services industry

Risk & Compliance :

Identify, own, escalate, and mitigate all risks (market, credit, operational, compliance, reputational) derived from client and deal management processes

Adhere to Citi's Code of Conduct and all defined policies and procedures

Financial Accountability :

Responsible 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

Qualifications

Experience :

Minimum of 7-10+ years of relevant experience in relationship management or sales role within a global financial institution

Knowledge of and experience covering the financial intermediary (bank, broker-dealer, clearinghouse, etc.) client base, preferably within an Investor Services business

Proven track record of managing complex issue resolution and driving significant sales and revenue growth

Skills :

Exceptional ability to manage by influence and demonstrate strong leadership in a matrix environment

Highly driven, results-oriented, problem-solving mindset with proven cross-selling skills

Superior written and verbal communication skills, with confidence in external meetings and senior-level discussions

Strong analytical and organizational skills, including deal economics acumen

Ability to multi-task, prioritize effectively, and adapt to dynamic business and client demands

Willingness and motivation for continuous learning regarding business, client demands, and global market developments

In-depth understanding of the regulatory, risk, and control environment impacting the Investor Services business

Keen risk and control awareness / focus

Education :

Bachelor's degree / University degree or equivalent experience is required

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