FI Sales UK Cluster Head, Services

UK Head of FI Sales

Direct reporting to:Head of Financial Institutions Sales

Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have more than 200 years of experience helping our clients meet the world’s toughest challenges and embrace its greatest opportunities. 

As the Head of FI Sales& Client, covering the UK cluster, you will beresponsible fordefiningand executing a strategy to grow share of the UK local and inbound client wallets,end-to-end coverageof those clients,revenue growth andclient experience across Liquidity,Investor Services, Payments, and Trade.Both the Sales and Client Success Management teams will reporttothis role.

Clients will include Pensions & Insurance companies, Asset Managers, Banks, Sovereign Wealth Funds & CentralBanksand FinTech firms.

This role willfacilitatea deep understanding ofasset servicing(custody and funds services), treasury management,payment flows, clearing mechanisms, foreign exchange markets, trade flows,securitieslendingand the full Services solution set. 

Key Responsibilities

• Lead the UK Sales team to achieve Cluster revenue and return targets, driving sales origination, revenue realization, and client retentionthru enhanced client experience

• Ensure co-ordination of client prioritieswith Corporate Bank FIG and product partners

• Own and nurture the most important relationships at C-suite level 

• Execute the global FI-Services strategy within the UK Cluster, prioritizing keyobjectivesfor maximum impactacross the target segments.

• Achieve revenue and wallet share growth by meticulously executing account plans for strategic client segments.

• Collaborate with Global Segment leads to develop and implement comprehensive marketing and product strategies that increase market share and deepen client penetration.

• Collaborate with global Cluster peers ensuringtheir prioritisation of UK-outbound opportunities and support of their inbound opportunities in the UK

• Implement robust sales management processes,leveragingkey metrics and sales tools such as CRM, Sales Dashboards, and CSIP/C@R.

• Partner with Global Segment leads and Cluster product teams to ensure competitive product offerings in terms of service, functionality, and pricing.

• Align annual financial plans with product partners, linking them directly to key drivers and client opportunities.

• Drive continuous improvement in client experience (CX) by managing Voice of Customer (VoC) results and collaborating with the Global Client Success Head on Cluster initiatives.

• Performance and talent manage the UK Sales and Client teams, leading skills development(including AI-related initiatives relevant to Sales)and the acquisition of new talent asnecessary

• Proactivelymonitorand manage client portfolio risk and compliance, including Anti-Money Laundering (AML) and trade credit, ensuringtimelyescalation of issues; chair Cluster CBOC/PIOC meetings.

Expected Outcomes (First 12 Months)

• Achieve Cluster revenue targets and position the business for sustained YoY growth and top tier market position.

Qualifications

• Minimum of 15+ years of progressive experience in senior sales or product leadership roles, specifically within Financial Institutions.

• Deep knowledge of Investor Services,Payments, Liquidity& Trade products and extensive experience managing and growing relationships with Financial Institution clients.

• Ability toestablishand maintain senior client relationships

• Ability tooperatein a complex matrix environment.

• Exceptional leadership skills with a proven ability to motivate, influence, develop high-performing teams and deliver results.

• Excellent collaboration, teamwork, and interpersonal skills and a proven ability to navigate and thrive within a complex, matrixed organizational environment.

• Superior analytical, interpretive, and problem-solving abilities.

• Outstanding written and verbal communication skills.

• High levelof personal integrity and dedication to excellence.