Head of Business Execution, Services Financial Institutions Sales - Director

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Job Overview

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.   

Citi consists of five interconnected businesses – Services, Markets, Banking and International, Wealth and U.S. Personal Banking. Services sits at the core of Citi’s global network, with an industry footprint spanning 95 countries, including our sub-custody network in 63 of them. We serve approximately 19,000 clients which include large corporations, banks and broker dealers, commercial bank mid-market companies and investment managers. 

Through our five business lines – Liquidity Management Services, Payments, Trade & Working Capital Solutions, Investor Services and Issuer Services - we provide cash management, payments/receivables solutions, working capital solutions, post-trade securities services and issuer services across Citi’s global network. 

Role Overview:

The Head of Business Execution for Financial Institutions (FI) Sales is a senior Director-level leadership role within Citi's Services organization, responsible for driving the strategic planning, operational excellence, and business management agenda for the global FI Sales business. This is a role for a seasoned leader who brings the credibility, gravitas, and strategic acuity to influence at the most senior levels of the organization. Operating at the intersection of strategy, data, and execution, the incumbent will be focused on work that drives competitive advantage: insight generation, strategic narrative, cross-functional influence, and decisive action. Leading a team of four senior professionals, the role reports to the Head of FI Sales, with a matrix reporting line to the Head of Services Sales Business Execution.

Key Responsibilities:

Business Execution & Strategic Leadership

• Own the FI Sales business management agenda end-to-end, leveraging AI-powered reporting and analytics platforms to synthesize revenue, pipeline, and client performance data — then lead the analytical narrative, surface key trends, and drive action planning

• Partner with FI Sales Leadership to formulate and execute the annual strategic planning and financial planning cycle for FI, partnering with Finance, Product, and Sales leadership to align investment priorities, headcount plans, and technology spend with global and regional growth objectives; oversee financial performance and manage expenses with full P&L accountability

• Serve as the strategic nerve center for FI leadership, translating complex, multi-source business intelligence into clear, senior-ready recommendations on resource allocation, client prioritization, corridor strategy, and growth initiatives — using AI-generated insights as a foundation for judgment-driven decision-making

• Own the FI performance management framework, including the design, continuous refinement, and governance of KPIs, scorecards, and dashboards that provide real-time visibility into business health, pipeline momentum, and revenue trajectory across the global FI franchise

• Develop and execute go-to-market strategies for FI, identifying high-potential client segments, industry verticals, and geographic corridors based on trade flow analysis, market intelligence, and AI-assisted opportunity mapping — ensuring alignment with global sector and coverage priorities

• Establish and maintain dynamic governance and communication processes across the FI leadership team, including structured forums for performance review, risk escalation, and strategic alignment with global partners

• Drive operational efficiency and standardization of processes and practices across the business

• Lead strategic business initiatives, working closely with partners to ensure end-to-end execution accountability and on-time delivery of key deliverables

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

People & Organizational Development

• Lead, develop, and inspire a team of senior business execution professionals, setting a high bar for analytical excellence, strategic thinking, and collaborative delivery — and creating an environment where top talent is retained and grown

• Champion AI fluency and modern ways of working across the FI organization, modeling the effective use of AI tools and continuously evolving how the team generates insight, communicates performance, and delivers value to senior stakeholders

• Partner with HR to drive people and organizational development initiatives, including resource allocation, talent development and culture and engagement initiatives

• Act as an influential and credible leader within the FI and broader Services leadership ecosystem, building strong partnerships across Sales, Product, Operations, Technology, Compliance, and Risk — and representing the FI business execution function with authority in senior forums

Required Qualifications:

• Experienced Director or equivalent, 15+ years of relevant experience with a demonstrated track record of operating effectively and independently at this level. Candidates should bring the seniority, judgment, and stakeholder credibility commensurate with an established leader

• Solid experience in Financial Services, with significant leadership experience in business execution, business management, strategy, or a COO/Chief of Staff function within a large, complex global organization

• Deep familiarity with Financial Institutions and Services product offerings, including a solid understanding of FI client segments, institutional product sets (e.g., Treasury & Trade Solutions, Securities Services, FX, Custody), and the revenue and relationship dynamics that drive the franchise

• Proven ability to translate data and analytics into strategic insight and action, including experience designing and managing KPI dashboards, and executive-level reporting in an AI-augmented environment

• Strong financial acumen, including hands-on experience with P&L oversight, financial planning, expense management, and investment prioritization across a complex business

• Exceptional communication and storytelling skills, with the ability to synthesize complex, multi-source information into clear, compelling narratives for C-suite leaders, regulators, and cross-functional stakeholders across geographies

• Demonstrated experience leading cross-functional initiatives and managing multiple high-priority workstreams simultaneously, with end-to-end accountability for delivery in a fast-paced, matrixed environment

• Proficiency with modern data, analytics, and AI tools, including comfort working with AI-assisted analytics platforms, business intelligence tools, and enterprise reporting systems — with a clear orientation toward using technology to elevate the quality of insight

• Experience managing and developing senior professionals, with a track record of building high-performing teams and fostering a culture of accountability, intellectual curiosity, and continuous improvement

• Bachelor's degree

Preferred Qualifications:

• Masters degree

• Prior experience in a COO, Chief of Staff, or Business Execution role within a global bank's institutional sales, markets, or transaction banking business

• Familiarity with regulatory and control frameworks relevant to Financial Institutions businesses, including experience supporting risk and controls governance processes in a senior capacity

• Experience designing or scaling go-to-market strategies for institutional client segments, including corridor-based or sector-based coverage models aligned to global trade and investment flows

• Demonstrated ability to drive organizational change, including operating model evolution, process redesign, and technology adoption at scale

Core Competencies:

• Senior Leadership Presence - Operates with the gravitas, credibility, and independent judgment expected of an experienced leader; influences outcomes at the most senior levels without relying on positional authority

• Strategic Thinking - Translates broad business objectives into structured plans, measurable outcomes, and prioritized actions — with the ability to distinguish signal from noise in a data-rich, fast-moving environment

• AI-Augmented Execution - Leverages AI tools and modern analytics to accelerate insight generation, automate routine tasks, and focus human judgment where it creates the most value — modeling this approach for the broader team

• Data Storytelling - Synthesizes complex, multi-dimensional business data into clear, compelling narratives that drive alignment and decision-making at the C-suite level across geographies

• Cross-Functional Influence - Builds trust and drives outcomes across diverse, senior stakeholder groups — including Sales, Product, Finance, Risk, and Technology — in a matrixed global organization

• People Leadership - Leads, develops, and retains a team of senior professionals; creates an environment where intellectual curiosity, accountability, and continuous learning are the norm

• Operational Excellence & Risk Judgment - Designs and continuously improves business management processes and governance frameworks, while applying sound ethical and risk judgment to complex business decisions

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Business Execution & Administration

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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