Overview
Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Investor Services team.
By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
Team/Role Overview
Investor Services is a key business within Citi. The business covers Custody, Funds Services and Execution Services products, providing solutions to a variety of institutional clients of global and regional importance to the firm’s franchise. This role is pivotal in driving the sales and growth strategy for these critical services.
The Global Sales and Solutions Manager will serve as a strategic sales leader and primary relationship owner for assigned institutional clients, driving revenue growth and expanding Citi’s market share within the Investor Services domain. This role is accountable for identifying new business opportunities, developing bespoke solutions, and fostering deep, revenue-generating client relationships.
What you’ll do
- Strategic Client Relationship Management & Revenue Growth: Cultivate and expand deep, trust-based relationships with senior client stakeholders, acting as a strategic advisor on their business needs and aligning Citi’s Investor Services solutions to their long-term growth objectives. Proactively identify and pursue new sales opportunities, cross-selling, and up-selling across Citi’s product suite (Custody, Funds Services, Execution Services).
- Complex Solutioning & Deal Execution: Lead complex sales cycles from opportunity identification to close, involving deep product knowledge, solution design, and negotiation. Collaborate with internal Subject Matter Experts to structure bespoke solutions that meet client requirements and drive revenue.
- Client Acquisition & Market Expansion: Engage in pre-RFP information requests, client due diligence sessions, and new business pitches to secure new mandates and expand Citi’s client portfolio across the Insurance and Pension segment.
- Client Performance & Advocacy: Serve as the primary internal advocate for client needs, translating requirements into actionable sales strategies and collaborating with product and operations teams to develop market-leading solutions.
- Strategic Product Development Input: Leverage client and market insights to identify product gaps and emerging client needs, collaborating with Product teams to influence development of new solutions and enhance existing offerings to meet strategic sales goals.
What we’ll need from you
- Significant progressive experience in institutional sales, business development, or strategic client relationship management within financial services, with a proven track record of working with insurance and pensions clients and a deep understanding of Investor Services.
- Proven track record of exceeding sales targets, defining target market, driving revenue growth, and managing large, complex institutional client portfolios.
- Extensive knowledge of investment products, market structures, and the competitive landscape within Investor Services, especially relating to insurance and pensions.
- Demonstrated leadership in originating and closing multi-faceted deals with senior decision-makers.
- Strong understanding of sales methodologies, negotiation tactics, and client lifecycle management.
- Bachelor’s/University degree in Finance, Business, or related field; MBA or advanced degree preferred.
Skills
- Exceptional Sales Acumen & Negotiation: Highly skilled in strategic selling, persuasive communication, and complex negotiation, with a proven ability to close deals and achieve sales targets.
- Executive-Level Communication & Presentation: Ability to articulate complex solutions clearly to C-suite executives and senior financial professionals, both verbally and in written form.
- Strategic Relationship Building: Developing and nurturing long-term client relationships that drive revenue growth.
- Problem Solving & Solution Design: Diagnosing client challenges and designing innovative financial solutions.
- Self-Motivated & Results-Driven: Proactive, autonomous, and focused on achieving sales objectives in a fast-paced environment.
What we can offer you
- Development Value: Client Executive, Sales and Senior Relationship Management, Client Services Management, Product Management
- Competitive base salary and benefits package; hybrid working model (up to 2 days at home per week) in Citi London
- Generous holiday allowance starting at 27 days plus bank holidays; discretionary annual performance bonus
- Private medical insurance, Pension Plan, Employee Assistance Program, Paid Parental Leave
- Special employee discounts and access to learning and development resources
We work to have a positive financial and social impact on the communities we serve. Citi places employees first and provides benefits to help them be well, live well and save well.
By joining Citi London, you will be part of a business casual workplace with a hybrid working model and a comprehensive benefits package. If you are ready, apply to discover your capabilities.
EEO: Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or any other characteristic protected by law.
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