Client Executive Team Leader - Director

Citi•New York, NY

5d•$170,000 - $300,000

About The Position

The Client Executive Team Leader is a senior client leadership and people management role accountable for the performance of an assigned team and portfolio. The Director leads and develops a high-performing team of Client Executives, aligns capacity and coverage to business priorities, and establishes operating disciplines that support client and revenue growth. The portfolio may cover a sector, geographic cluster, or other defined client segment based on business needs. The role connects clients, Banking, Services, and Control partners to deliver a consistent end-to-end client experience. It sets portfolio priorities, maintains disciplined governance, coaches Client Executives to act as trusted client advisors, and turns client feedback into action, stronger relationships, and commercial outcomes. Success is measured through client satisfaction, retention and revenue growth, portfolio coverage, team performance, governance and controls, and scalable process improvements.

Requirements

10+ years of relevant experience in client management, treasury services, cash management, commercial banking, or a related field, including meaningful leadership responsibility.
Proven record of leading senior teams and delivering client satisfaction, relationship growth, and commercial results in a complex, matrixed organization.
Strong understanding of treasury products and solutions across cash management, cards, trade, and digital channels.
Demonstrated ability to manage complex client issues, conduct root-cause analysis, and mobilize cross-functional teams through resolution.
Experience using CRM, client analytics, Voice of the Client platforms, dashboards, scorecards, and account-planning disciplines.
Strong risk and control mindset, with experience partnering across Legal, Risk, Compliance, and AML/KYC.
Ability to adapt leadership and portfolio strategies across different sectors, geographic clusters, and client segments.
Client-centric and commercially oriented, with sound judgment and executive presence.
Clear, concise communicator with strong influencing, diplomacy, and stakeholder-management skills.
Strategic thinker able to convert enterprise goals into measurable team priorities and execution plans.
High accountability, initiative, and resilience, with the ability to manage competing priorities.
Data-driven problem solver who addresses root causes and continuously improves ways of working.
Collaborative talent leader committed to coaching, inclusion, and building organizational capability.

Responsibilities

Lead, coach, and develop a high-performing team of Client Executives, scaling team capacity and capabilities as client coverage and business needs evolve.
Set objectives, portfolio assignments, performance standards, and development plans; conduct regular coaching, talent reviews, and performance assessments.
Build succession, hiring, and onboarding plans and foster an inclusive, accountable culture that strengthens treasury knowledge, client leadership, commercial discipline, and execution.
Own the client experience agenda and treasury Voice of the Client for the assigned portfolio, targeting Very Satisfied client outcomes.
Ensure Client Executives maintain engagement plans, senior decision-maker coverage, regular health checks, sentiment monitoring, and proactive relationship reviews.
Provide senior sponsorship and escalation leadership for priority relationships, translating critical feedback into documented action plans, clear ownership, root-cause resolution, and timely client communication.
Translate business growth objectives into portfolio and individual team priorities aligned with Banking and Services.
Drive relationship retention, share-of-wallet expansion, fee growth, and incremental opportunities by connecting client needs to treasury, cash management, cards, trade, and digital solutions.
Review revenue trends, pipeline, client health, and portfolio capacity; partner with Banking and Services to address execution, coverage, or opportunity progression issues.
Establish an operating cadence covering client sentiment, revenue, pipeline, onboarding, service matters, action plans, risk indicators, and team capacity, using CRM, analytics, Voice of the Client tools, dashboards, and scorecards.
Drive structured escalation and cross-functional resolution through Services, while partnering with Legal, Risk, Compliance, and AML/KYC to maintain governance, controls, and adherence to policies and service standards.
Identify recurring root causes and sponsor scalable improvements that simplify the client experience and increase productivity, including responsible adoption of AI-enabled ways of working.
Build partnerships with business and regional leadership, Banking coverage, Services, Solution Specialists, and Control partners.
Represent the assigned Client Executive portfolio in leadership forums, presenting insight on client sentiment, risks, opportunities, revenue, and execution priorities.
Influence senior stakeholders without direct authority and align teams around clear client and business outcomes.

Benefits

Medical coverage
Dental coverage
Vision coverage
401(k)
Life insurance
Accident insurance
Disability insurance
Wellness programs
Paid vacation
Paid sick leave
Paid holidays
Discretionary and formulaic incentive and retention awards for eligible employees