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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.

Client Executive, Director

Job Req ID 22504535 Primary Location New York, New York; Chicago, Illinois; New Castle, Delaware; San Francisco, California Job Category Institutional Sales
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The Client Success organization is seeking a highly-experienced treasury expert to be a senior Client Executive responsible for managing a portfolio of Global Clients with a primary focus to protect and defend client relationships, ensure no attrition of revenues and identify cross-sell opportunities within their assigned client portfolio. The Client Executive is expected 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 ensure their clients are provided a high quality value added product experience across the client organization. The Client Executive is expected to be the ultimate advocate for their clients, including oversight of cross-functional partners in Onboarding, Client Service and Product Management that are responsible for the clients’ activities across implementations, inquiry resolution and product/solution performance. The Client Executive is responsible to review daily reporting analysis of these activities and ensure the cross-functional partners’ Service Level Agreements (SLAs) are being met and any activities outside of SLAs is promptly escalated to seniors. 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 Client Executive is responsible for conducting frequent touch point calls with their clients and providing them with a global view of the current status on all activities 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:

  • Align with global and regional partners to ensure entire Citi team is delivering best possible client experience for clients
  • Conduct regular client reviews and develop action plans to confirm commitment and optimize revenue ramp up for deals closed
  • As a senior, Director-level Client Executive, help develop talent of other Client Executives
  • Support and manage client escalations
  • Lead/represent Client Success organization on various initiatives (CRM improvement, CRI, Global Client Activity Dashboard, C@R enhancements, product releases, etc.)
  • Partnership forums – providing constructive feedback to groups
  • Provide guidance/direction to partners across TTS
  • Remove obstacles/gaps that create negative client experience
  • Assist with development of tools that support the Client Success organization


Job Family Group:

Institutional Sales


Job Family:

Account Management


Time Type:

Full time


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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.

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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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