Client Executive, Investor Services - SVP

About the role

Citi is looking for a Client Executive to join its Investor Services business, a top 4 global provider of Custody, Fund Services, and Agency Lending. You will own and grow a key strategic Asset Manager relationship across North America as part of a broader global client team.

Responsibilities

• Act as the senior relationship owner for a strategic Asset Manager client in North America, serving as their primary advocate and trusted advisor within Citi's global Investor Services network.
• Lead and coordinate the negotiation of client contracts, business updates, and risk-related matters in partnership with Legal and Product teams, ensuring agreements reflect the client's evolving needs.
• Develop and execute strategies to retain existing revenue and generate new income by identifying, pursuing, and closing cross-sell opportunities across Citi's product suite.
• Advise clients on regulatory developments, industry trends, and product solutions, positioning Citi as a strategic partner capable of anticipating and responding to market change.
• Govern client satisfaction by conducting regular relationship reviews, tracking performance against service commitments, and leading coordinated action plans to resolve concerns.
• Partner with product, operations, and technology teams to drive continuous improvement in the services and solutions delivered to the client.
• Maintain full accountability for client profitability, pricing negotiations, and the financial efficiency of the overall relationship.

Requirements

• 8 or more years of experience in client relationship management within a global financial institution, with demonstrated ability to manage senior-level relationships independently.
• In-depth knowledge of the Custody and Fund Services industry, including a solid understanding of the asset manager client segment and the regulatory and risk environment in which they operate.
• A track record of identifying and successfully executing cross-sell opportunities, with the ability to articulate the value of complex financial products to institutional clients.
• Demonstrated ability to manage and resolve complex issues by influencing stakeholders across functions, geographies, and seniority levels without direct authority.
• Excellent written and verbal communication skills, with the confidence and presence to lead external client meetings, negotiations, and senior-level discussions.
• Strong ability to manage competing priorities in a fast-moving environment, shifting focus rapidly in response to client and business demands.
• Commitment to continuous learning, with the motivation to stay current on market developments, regulatory changes, and evolving client needs.
• Bachelor’s degree or equivalent professional experience.

Qualifications

• A Master's degree in a relevant field such as Finance, Business, or Economics.
• Cross-product knowledge spanning multiple services offered within global financial institutions, enabling holistic client solution design.
• Familiarity with client onboarding and know-your-client processes within a regulated financial services environment.

Benefits

• Ownership of a high-profile client relationship within a globally recognized Investor Services business, with direct influence on client outcomes and revenue growth.
• Access to Citi's global network spanning 95 countries, enabling collaboration with specialists across custody, fund services, product, operations, and technology.
• A hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.
• Ongoing learning and development opportunities, with exposure to global market developments, evolving regulatory landscapes, and new product innovation.
• A performance-driven environment where your impact on client satisfaction, revenue, and relationship quality is visible and valued at the most senior levels.
• Competitive financial wellbeing benefits, including compensation structures designed to reflect the seniority and accountability of the role.