Financial Institutions Solution Sales, Director

Citi • Tampa, FL

1d • $200,000 - $300,000 • Hybrid

About The Position

As a Financial Institutions Solution Sales Director, you will lead the full sales cycle for Major Bank clients, delivering integrated Treasury and Trade Solutions and Investor Services offerings that span cash management, trade finance, global custody, and fund services. You will act as a trusted advisor, structuring tailored multi-product proposals that expand client relationships and convert new business into revenue growth. Working alongside Relationship Management, Product, Implementation, and Risk partners, you will shape sales strategy with full autonomy over your client portfolio.

The role is based in New York, New York, and follows a hybrid arrangement of three days in the office and two days working remotely each week. The stated full-time salary range is $200,000 to $300,000, with eligible employees potentially receiving incentive and retention awards. Citi also describes employee benefits including medical, dental and vision coverage, a 401(k), life, accident and disability insurance, wellness programs, paid time off, and paid holidays. Available offerings may vary by jurisdiction, job level, and date of hire.

Requirements

• 10 to 15+ years of experience in transaction banking, securities services, or institutional financial services sales.
• A demonstrated record of originating, negotiating, and closing strategic deals with complex Asset Management and Insurance clients.
• Exceptional written, verbal, and presentation skills, including the ability to present complex technical and commercial concepts to C-suite decision makers.
• Proven capability to translate client operational workflows and balance sheet requirements into cohesive technical and commercial solutions.
• Skill in navigating complex client organizations and building lasting relationships with key decision makers.
• A self-motivated, proactive, and entrepreneurial approach to generating and managing a sales pipeline.
• A bachelor's degree in finance, economics, business administration, or a related field.

Responsibilities

• Lead the end-to-end sales cycle for Major Bank clients, identifying opportunities and negotiating mandates that drive revenue growth.
• Acquire new client relationships and expand product penetration across cash management, trade finance, custody, and fund services within existing accounts.
• Structure bespoke technical and commercial solutions for complex Request for Proposal processes that integrate cash, trade, custody, and fund service capabilities.
• Build and manage a high-quality sales pipeline, forecasting deal velocity, conversion rates, and revenue impact.
• Deliver consultative sales coverage across Cash Management and Investor Services product lines.
• Maintain compliance with internal policies and external regulatory requirements across local and cross-border markets.
• Champion ethical standards and transparency in every client interaction, upholding Citi's Code of Conduct.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life insurance
• Accident insurance
• Disability insurance
• Wellness programs
• Paid vacation
• Paid sick leave
• Paid holidays
• Ongoing learning and development opportunities
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

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