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Client Executive, Director

Job Req ID 22475055 Primary Location New York, New York; Chicago, Illinois; San Francisco, California Job Category Institutional Sales
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The Client Executive is responsible for managing a team of Global Account Managers who are seasoned professionals whose responsibility is to oversee a portfolio of Global Clients whose main focus is to protect and defend client relationships, ensure no attrition of revenues and identify cross-sell opportunities within their assigned client portfolio. The Team lead is expected to ensure that the team is able to be fully conversant with the relevant TTS product characteristics across the suite of global cash management solutions (e.g.) Liquidity Management, Digital Channels and Data, Payments & Receivables, and will be expected to provide a wide range of ideas and solutions to the team ensuring our clients are provided a high quality value added product experience across the client organization and this will include the team’s ability to arrange client reviews and workshops, provide regular market, industry, innovation and digitization update to clients.

The Team lead is expected to manage the deal pipeline process and once identified, ensure that the deal won is progressing through to implementation including: assembling the appropriate deal team; working with product & client management partners to package the best solution; championing complex deals or multi-product opportunities through the deal review process, monitoring and supporting the Implementation and ensuring timely revenue ramp through regular revenue review/reporting. The Team lead is responsible to review daily reporting analysis from account opening, implementation and customer service to ensure all SLA’s are being met timely and issues promptly escalated by the team members. They will be working in close partnership with control functions such as Legal, Risk, Compliance and AMC/KYC teams to ensure appropriate governance and control infrastructure and be able to lead with strong governance and control. The Team lead is also responsible for ensuring the Account Managers are conducting bi-weekly touch point calls with their client portfolio and providing them with a global view of the current status on all requests that the Citi team is working on and gauge the client temperature to address any potential areas of dissatisfaction via the CAR (Client At Risk) process.

  • Additionally, the below represents a comprehensive outline of responsibilities:
  • Lead/represent the department on various initiatives (AM Champion, CRM improvement, CRI, Global health dashboard, C@R enhancements, product releases etc.)
  • Team development
  • Individual development/Onboarding/coach
  • Employee evaluations
  • Support and manage team escalations
  • Partnership forums-Providing constructive feedback to groups
  • M&A/Corporate restructure-manage transition of projects to Implementation
  • Provide guidance/direction to team
  • Support provided on non-AM managed names
  • Remove Obstacles/gaps which impede sales focus
  • Develop/maintain tools to support the team
  • Align with global and regional partners (other like teams, Sector Heads, etc.)
  • Vacation coverage for direct reports
  • Perform risk assessments (EERS reviews, ensure the team is effectively managing OD and Restricted accts
  • Interim coverage support for unplanned departures
  • Finally, the Team lead is also responsible to conduct regular client reviews and develop action plans to confirm commitment and optimize revenue ramp up for deals closed ensuring the team is delivering best possible client experience.


Job Family Group:

Institutional Sales


Job Family:

Institutional Product Sales


Time Type:

Full time


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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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