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Client Executive

https://www.citi.com/ Logo

Citi

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Location:
United States, New York

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

163600.00 - 245400.00 USD / Year

Job Description:

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. The role requires the candidate to actively manage relationships, drive revenue realization, enhance client satisfaction, and maintain compliance standards.

Job Responsibility:

  • 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
  • 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
  • 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
  • Understand the dynamics of the local financial markets, banking and payment industries, and regulatory environments
  • 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

Requirements:

  • 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

Nice to have:

Leadership and team management experience

What we offer:
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages (vacation, sick leave, and paid holidays)
  • Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
September 20, 2025

Expiration:
September 25, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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