Client Executive, Investor Services - SVP

Citi • New York, NY

7d • $163,600 - $245,400 • Hybrid

About The Position

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. In this role, you will own and grow a key strategic Asset Manager relationship across North America as part of a broader global client team. You will serve as the primary point of contact and trusted advisor for one of Citi's most important clients, operating within a network spanning 60+ countries and serving approximately 19,000 institutional clients worldwide. This is a high-impact opportunity to shape client outcomes, drive revenue growth, and deliver an exceptional end-to-end experience at the intersection of custody, fund services, and global financial markets.

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

Nice To Haves

• 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.

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.

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: Senior