Are you a seasoned senior leader with significant gravitas in institutional sales and transaction banking? Bring your exceptional skills in business execution, strategic planning, and leadership to Citi's Financial Institutions (FI) Sales team. Joining Citi places you at the strategic heart of a global financial institution.
Key Responsibilities
- Business Execution & Strategic Leadership
- Own the FI Sales business management agenda end‑to‑end, leveraging AI‑powered reporting and analytics platforms to synthesize revenue, pipeline, and client performance data; lead analytical narrative, surface key trends, and drive action planning.
- Partner with FI Sales Leadership to formulate and execute the annual strategic planning and financial planning cycle; align investment priorities, headcount plans, and technology spend with global and regional growth objectives; oversee financial performance and manage expenses with full P&L accountability.
- Translate complex, multi‑source business intelligence into clear, senior‑ready recommendations on resource allocation, client prioritization, corridor strategy, and growth initiatives; use AI‑generated insights as a foundation for judgment‑driven decision‑making.
- Own the FI performance management framework, design, refine, and govern KPIs, scorecards, and dashboards that provide real‑time visibility into business health, pipeline momentum, and revenue trajectory across the global FI franchise.
- Develop and execute go‑to‑market strategies for FI, identifying high‑potential client segments, industry verticals, and geographic corridors based on trade flow analysis, market intelligence, and AI‑assisted opportunity mapping.
- Establish and maintain dynamic governance and communication processes across the FI leadership team, including structured forums for performance review, risk escalation, and strategic alignment with global partners.
- Drive operational efficiency and standardization of processes and practices across the business.
- Lead strategic business initiatives, working closely with partners to ensure end‑to‑end execution accountability and on‑time delivery of key deliverables.
- Assess risk when business decisions are made, protecting Citi’s reputation and safeguarding client assets by ensuring compliance with applicable laws, rules, and regulations and escalating control issues with transparency.
- People & Organizational Development
- Lead, develop, and inspire a team of senior business execution professionals, setting a high bar for analytical excellence, strategic thinking, and collaborative delivery.
- Champion AI fluency and modern ways of working across the FI organization, modeling effective use of AI tools and continuously evolving how the team generates insight, communicates performance, and delivers value to senior stakeholders.
- Partner with HR to drive people and organizational development initiatives, including resource allocation, talent development, and culture and engagement initiatives.
- Act as an influential and credible leader within the FI and broader Services leadership ecosystem, building strong partnerships across Sales, Product, Operations, Technology, Compliance, and Risk.
Required Qualifications
- Experienced Director or equivalent, 15+ years of relevant experience with a demonstrated track record of operating effectively and independently at this level.
- Solid experience in Financial Services, with significant leadership experience in business execution, business management, strategy, or a COO/Chief of Staff function within a large, complex global organization.
- Deep familiarity with Financial Institutions and Services product offerings, including FI client segments, institutional product sets (Treasury & Trade Solutions, Securities Services, FX, Custody), and the revenue and relationship dynamics that drive the franchise.
- Proven ability to translate data and analytics into strategic insight and action, including experience designing and managing KPI dashboards and executive‑level reporting in an AI‑augmented environment.
- Strong financial acumen, including hands‑on experience with P&L oversight, financial planning, expense management, and investment prioritization across a complex business.
- Exceptional communication and storytelling skills, synthesizing complex, multi‑source information into clear, compelling narratives for C‑suite leaders, regulators, and cross‑functional stakeholders.
- Demonstrated experience leading cross‑functional initiatives and managing multiple high‑priority workstreams simultaneously, with end‑to‑end accountability for delivery in a fast‑paced, matrixed environment.
- Proficiency with modern data, analytics, and AI tools, including comfort working with AI‑assisted analytics platforms, business intelligence tools, and enterprise reporting systems.
- Experience managing and developing senior professionals, building high‑performing teams and fostering a culture of accountability, intellectual curiosity, and continuous improvement.
- Bachelor's degree or equivalent experience.
Preferred Qualifications
- Master’s degree.
- Prior experience in a COO, Chief of Staff, or Business Execution role within a global bank’s institutional sales, markets, or transaction banking business.
- Familiarity with regulatory and control frameworks relevant to Financial Institutions businesses, including experience supporting risk and controls governance processes in a senior capacity.
- Experience designing or scaling go‑to‑market strategies for institutional client segments, including corridor‑based or sector‑based coverage models aligned to global trade and investment flows.
- Demonstrated ability to drive organizational change, including operating model evolution, process redesign, and technology adoption at scale.
Core Competencies
- Senior Leadership Presence – operates with gravitas, credibility, and independent judgment expected of an experienced leader.
- Strategic Thinking – translates broad business objectives into structured plans, measurable outcomes, and prioritized actions.
- AI‑Augmented Execution – leverages AI tools and modern analytics to accelerate insight generation and focus human judgment where it adds the most value.
- Data Storytelling – synthesizes complex, multi‑dimensional business data into clear, compelling narratives that drive alignment and decision‑making at the C‑suite level across geographies.
- Cross‑Functional Influence – builds trust and drives outcomes across diverse senior stakeholder groups across Sales, Product, Finance, Risk, and Technology.
- People Leadership – leads, develops, and retains a team of senior professionals; fosters an environment of accountability, curiosity, and continuous learning.
- Operational Excellence & Risk Judgment – designs and improves business management processes and governance frameworks while applying sound ethical and risk judgment to complex decisions.
Benefits
- Generous holiday allowance starting at 27 days plus bank holidays, increasing with tenure.
- Discretional annual performance‑related bonus.
- Private medical insurance packages tailored to personal circumstances.
- Employee Assistance Program.
- Pension Plan.
- Paid Parental Leave.
- Special discounts for employees, family, and friends.
- Access to a range of learning and development resources.
Citi is an equal‑opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity, review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
