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- Tasks: Lead client advisory initiatives and shape innovative solutions for diverse clients.
- Company: Join a leading financial services firm with a focus on innovation.
- Benefits: Competitive salary, comprehensive benefits, and opportunities for professional growth.
- Why this job: Make a real impact by advising top-tier clients and driving product innovation.
- Qualifications: Extensive experience in strategy, financial services, and strong communication skills.
- Other info: Dynamic role with exposure to various sectors and significant career advancement potential.
The predicted salary is between 72000 - 108000 £ per year.
Department: Services Product & Innovation (P&I) Group
Location: London or New York
Level: Managing Director
About the Role: The Product & Innovation (P&I) group operates across all business, platform/data, and sales organizations, with a core focus on building out the future product and business pipeline for the Services franchise. This team specializes in areas such as Digital Assets, Partnerships, Investments, and Emerging Commerce, working closely with both business and sales teams to engage with clients. This role, as head of Services Client Advisory, will leverage significant synergies between client advisory work and the P&I group's activities in product development and client implementation, playing a crucial role in shaping and delivering innovative solutions to our diverse client base. The Services Client Advisory Head and the respective team will engage with senior decision makers across all Services’ client segments. They will also create thought‑leadership content for clients on industry direction and best practices, and provide Citi's sales and product development teams with insights on client needs to help shape the future direction of our solutions. This team will focus on client segments like Corporates, Asset Managers, Banks, Insurance Companies, Fintechs, Digital Asset Companies, and ERP providers.
Furthermore, the team will work closely with the five product organizations of Services as well as the Cluster and Sales organizations to engage effectively with clients. As part of their operating process and engagement, the Client Advisory team will interact and interconnect with the other P&I teams and share responsibilities for future product development.
Business Areas Covered: This role will require engagement and expertise across several key business areas, including:
- Issuer Services: Focusing on the needs and solutions for issuers in the market.
- PDS (Platform and Data Services): Contributing to the development and enhancement of new digital and data offerings.
- Investor Services: Understanding and addressing the requirements of investors.
- Cash Management: Addressing client needs related to payments and liquidity solutions.
- TWCS: Engaging with clients on trade finance and related services.
Key Responsibilities:
- Generate thought leadership content on product and macro‑market trends for both internal and external use, as well as on industry direction and best practices for clients.
- Provide strategic inputs on the future product pipeline to business teams, influencing product development by offering insights on client needs.
- Advise on future connectivity and network distribution channel options to enhance client reach and service delivery.
- Analyze competitive threats and identify new opportunities within the market landscape.
- Participate actively in client demonstrations and workshops, showcasing our capabilities and gathering client insights.
- Coordinate client event planning with the Marketing team to ensure impactful client engagement opportunities.
- Coordinate and partner with sales on client messaging and outreach.
- Foster business collaboration and design to deliver payments, liquidity, financing and asset servicing in support of rapidly growing businesses, especially in the digital business arena.
- Consult on challenges of operating in both developed markets and emerging markets with changing cross‑border and new business corridors.
Client Segments Covered: This role will engage with a broad spectrum of clients, including:
- Corporate CFOs and Treasurers
- Banks
- Fintechs
- Asset Managers
- Insurance Companies
- eCommerce companies
- Digital Asset Companies
- ERP providers
Required Qualifications:
- Extensive and profound experience in strategy, industry and sector research, e-commerce platforms, digital banking and corporate finance.
- Strong understanding of financial services products, market structure and dynamics, and client needs across the specified business areas.
- Proven ability to develop and articulate thought leadership content.
- Strong communication and presentation skills, capable of engaging with senior stakeholders and diverse client types with corporate sectors and asset managers.
- Strong analytical skills to assess market opportunities, competitive threats, and product fit.
- Experience in client‑facing roles, participating in client discussions, demos, and workshops.
- Ability to collaborate effectively with cross‑functional teams, including business, sales and marketing, and with the five product organizations of Services.
- Possess a strong commercial mindset, essential for contributing to business growth as a trusted advisor.
- Exhibit a strategic mindset, necessary to help shape the future direction of Citi's solution innovations.
- Be a highly motivated self‑starter, with excellent communication skills, able to influence and align peers and partners to execution across a large, global, matrix organization.
Preferred Qualifications:
- Experience in product development or strategy within a financial services context, specifically in Issuer Services, PDS, Investor Services, Liquidity Management, or Trade Services.
- Familiarity with digital assets, partnerships, investments, and emerging commerce trends.
Job Family Group: Product Management and Development
Job Family: Advisory
Time Type: Full time
Most Relevant Skills: Please see the requirements listed above.
Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.
Equal Opportunity, Accessibility and EEO Statements: 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.
Head of Client Advisory, Services employer: Citi
Contact Detail:
Citi Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Client Advisory, Services
✨Tip Number 1
Network like a pro! Get out there and connect with industry folks on LinkedIn or at events. The more people you know, the better your chances of landing that Head of Client Advisory role.
✨Tip Number 2
Show off your expertise! Create and share thought leadership content related to digital assets and financial services. This not only showcases your knowledge but also gets you noticed by potential employers.
✨Tip Number 3
Practice your pitch! Be ready to discuss how your experience aligns with the needs of the Services Client Advisory role. Tailor your message to highlight your strategic mindset and client-facing skills.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in being part of our team at Citi.
We think you need these skills to ace Head of Client Advisory, Services
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in strategy, digital banking, and client advisory. We want to see how your background aligns with the role of Head of Client Advisory.
Showcase Your Thought Leadership: Since this role involves generating thought leadership content, include examples of your previous work or insights on industry trends. We love seeing candidates who can articulate their ideas clearly!
Highlight Your Client Engagement Skills: This position requires strong communication and presentation skills. Share specific instances where you've successfully engaged with senior stakeholders or led client discussions. We value those experiences highly!
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensure you’re considered for this exciting opportunity.
How to prepare for a job interview at Citi
✨Know Your Stuff
Make sure you have a solid understanding of the financial services landscape, especially in areas like digital assets and e-commerce. Brush up on current trends and be ready to discuss how they impact client needs and product development.
✨Showcase Your Thought Leadership
Prepare to share your insights on industry direction and best practices. Think about examples where you've created impactful content or led discussions that influenced product strategy. This will demonstrate your ability to engage with senior stakeholders.
✨Engage with Real Scenarios
Be ready to discuss specific client scenarios or challenges you've faced in previous roles. Use these examples to highlight your analytical skills and how you've successfully navigated complex client interactions.
✨Collaborate Like a Pro
Since this role involves working closely with various teams, think of examples where you've successfully collaborated across functions. Highlight your communication skills and how you've aligned different teams towards a common goal.