Client Executive, Investor Services - Director

Citi • New York, NY

1d • Onsite

About The Position

Services sits at the core of Citi’s global network, with an industry footprint spanning 95 countries, including our sub-custody network in 63 of them. We serve approximately 19,000 clients which include large corporations, banks and broker dealers, commercial bank mid-market companies, and investment managers. As part of Citi’s Services organization, Investor Services is a global business that provides Custody, Fund Services, and Agency Lending to global institutional investors such as asset managers, SWFs, Central Banks, Insurance, Banks, and other Financial Intermediaries. Investor Services is a top 4 provider globally and operates the largest network with a presence in 60+ countries. The Client Executive group within Custody and Fund Services is responsible for owning, developing and growing our platinum and priority client relationships ensuring client satisfaction, revenue growth and client profitability and efficiency. The Client Executive team within Investor Services is responsible for delivering our mission of a best in industry, consistent end to end experience to our clients globally through uncompromised proactive service built on exceptional operational delivery. The successful candidate will have a strong and detailed understanding of Custody and Fund Services and will manage the client relationship in North America as part of the broader global client relationship team for a key strategic Asset Manager client.

Requirements

• Bachelors/University degree, Masters preferred
• 10+ years of experience in a global financial institution with experience in Client Relationship management
• 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.
• Excellent written and verbal communication skills and the confidence to handle external meetings and discussions with Clients.
• Client Executive must have an in-depth level of knowledge of the Custody and Funds industry, the client segment and good cross product knowledge of the services provided by Citi and the ability to bring all elements together seamlessly thus delivering the right solution for the client.
• The 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 in tune with the business, client demands and global market developments.
• A strong understanding of the regulatory, risk and control environment impacting our business.

Responsibilities

• Build long lasting trusted client relationships – be a trusted advisor, act as clients advocate within Citi
• Leads and coordinates negotiation of all legal contracts and business / risk updates (with oversight from Legal and Product)
• Provides client 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
• Understands existing and future products to propose recommendations
• Ultimately responsible for Knowing the Client (KYC) and all associated approvals
• Financial Client facing role responsible for the retention of existing revenue and generating of new revenue with their client through cross-selling
• Understanding the client wallet, driving organic growth and the identification and execution of cross sell opportunities.
• Accountable for client profitability and efficiency.
• Negotiates pricing and terms for new products (in partnership with the Product organization)
• Delivers the firm: refers business to firm-wide partners
• Accountable for client satisfaction, working with internal teams to ensure quality delivery, adherence with Service Level Agreements and governance of the overall relationship internally and with the client
• Perform 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.

Benefits

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Director