Investor Services Solution Sales Lead – SVP

Responsibilities

• Build long lasting trusted client relationships – be a trusted advisor, act as clients’ advocate within Citi.
• Lead and coordinate negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product).
• Provide clients with thought leadership on regulatory, industry and product solutions.
• Work in partnership with Citi teams and the client in order to ensure Citi is a top provider for the client.
• Understand existing and future products to propose recommendations to clients and grow revenues.
• Ultimately responsible for Knowing the Client (KYC) and all associated approvals.
• Financial Client-facing role responsible for origination of new client relationships and revenue streams as well as the retention of existing revenue.
• Accountable 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.
• Serve as an escalation point to engage client when Client Services or Client Executive roles cannot resolve.
• Perform and/or oversee regular client reviews to determine overall client satisfaction and govern the action plans to address client concerns.
• Drive continuous enhancement of Citi products and services to our clients working with product, operations and tech partners.

Qualifications

• Bachelor’s/University degree, Master’s degree preferred.
• 8+ years related experience in client sales and relationship management within a financial institution.
• Proven credit skills, background/experience.
• In-depth level of knowledge of the Direct Custody business and broader awareness of the Securities Services industry and the Financial Institutions client segment.
• Ability to multi-task and constantly assess and change priorities in line with the demands of the business and client-base.
• Willingness and motivation to maintain a steep learning curve, keeping updated with the business, client demands and global market developments.
• A strong understanding of the regulatory, risk and control environment impacting the securities services business.
• Excellent written and verbal communication skills and the confidence to handle external meetings and senior-level discussions with clients.
• Experience of managing by influence and demonstrated ability to manage complex issue resolution.
• Self-starter, good problem solver, results oriented.
• Proven track record of cross-selling skills.
• Ability to take ownership and execute solutions with appropriate urgency.