Skip to main content



The health and safety of our colleagues and candidates for employment are our highest priority. Accordingly, Citi continues to monitor the COVID-19 situation closely. We have implemented precautionary measures across our firm globally, including conducting all candidate interviews virtually on a temporary basis until further notice where needed.

Global Investor Sales – Strategic Sales Management – VP

Job ID 20229456 Primary Location New York, New York; Job Category Institutional Sales
Apply Now

Job Purpose:

The North America Sales Management team is looking to hire a client/sales strategy professional into the team to cover Citi’s Core & Cash Grid client base. The hire will work with a range of sales, trading & management stakeholders across asset classes to drive the oversight and management of the Cash Grid client population in NAM  and coordinate with counterparts in other regions.

Job Background/context:

The team’s role is to help develop the client strategy for the region and assist in driving the implementation of the client strategy, working in close partnership with regional sales, trading, and product management, Credit Risk, ICRM and Technology.  The team reports locally into the NAM Head of Investor Sales. A key responsibility of the role will be to focus on overseeing and administering the cash grid clients. These are the clients without credit approved limits who are allowed to execute only cash trades. These transactions are subject to product specific notional and tenor limits (known as the Cash Grid). 

Key Responsibilities include:

1. Management and oversight of the region’s 1-2K Cash Grid client population, including:

  • Strategy and process design as Cash Grid project evolves

  • Interpretation and implementation of Cash Grid project changes

  • Tracking adherence of clients to Target Market thresholds and resulting client management actions (i.e., Growth, Exception Approval, Credit line, Demarket)

  • Formulation and management of Cash Grid exception approvals, which will include partnering with Sales, Sales Managers, Credit Risk and In-Business Risk

  • Work in partnership with the Data Collection and Population Control team to monitor the cash grid clients

2. Partner with internal groups such as Onboarding, ICG Operations & Technology, Legal and Credit Risk to work to improve data integrity across the Sales organization

3. Reviewing data on the Cash Grid client population to identify growth opportunities, and work with Sales to build on those prospects

The ideal candidate will have significant experience working in Markets, deep analytical and relationship skills, and a background in strategy consulting, business development, client management or the front office.


The ideal candidate will have:

  • Experience working in Markets

  • Knowledge of industry developments with competitors, clients, market structure, regulation

  • Background in management consulting, business development, client management or the front office


Strategic – experience of working with seniors and advising on strategic courses of action (acting as an owner)
Analytical – ability to work with large amounts of data and derive conclusions whilst highlighting limitations. Proficient with working in Excel

Project management – ability to design, track and execute a project

Presentation – ability to frame and communicate findings powerfully using graphs and written communication


Job Family Group:

Institutional Sales


Job Family:

Investor Sales


Time Type:


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Apply Now
  • Join our team
    of 200,000+
    strong diverse employees

  • Socially minded employees volunteering in communities across 90 countries

  • Meaningful career opportunities thanks to a physical presence in over 98 markets

We foster a culture that embraces all individuals and encourages diverse perspectives, where you can make an impact and grow your career. At Citi, we value colleagues that demonstrate high professional standards, a strong sense of integrity and generosity, intellectual curiosity, and rigor. We recognize the importance of owning your career, with the commitment that if you do, we promise to meet you more than half way.

Saved Jobs

You have no saved jobs

Previously Viewed Jobs

You have no viewed jobs