Director, Financial Institutions Solution Sales

Citi

. Lead the full sales cycle for Major Bank clients .

Posted 10/23/2026full-timeUnited StatesLead💰 $200,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in transaction banking and institutional financial services sales, with a strong ability to structure bespoke solutions and manage high-value client portfolios. Proven track record in compliance with regulatory requirements and delivering consultative sales coverage across Cash Management and Investor Services.

Highest-signal resume keywords

Transaction Banking ExperienceClient Relationship ManagementComplex Deal NegotiationRegulatory ComplianceSales Pipeline Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Sales Cycle ManagementRFP Process StructuringRevenue Growth StrategiesTechnical Solution DevelopmentForecasting Deal Velocity

Soft Skills

Exceptional Communication SkillsProactive ApproachRelationship BuildingPresentation SkillsSelf-Motivated

Certifications & Qualifications

Bachelor's Degree in FinanceBachelor's Degree in EconomicsBachelor's Degree in Business Administration

Industry Keywords

Cash ManagementInvestor ServicesAsset ManagementSecurities ServicesInstitutional Financial Services

About the role

Key responsibilities & impact

Lead the full sales cycle for Major Bank clients
Identify opportunities and negotiate mandates that drive revenue growth
Acquire new client relationships and expand product penetration within existing accounts
Structure bespoke technical and commercial solutions for complex RFP processes
Integrate cash management, trade, custody, and fund service capabilities into client solutions
Build and manage a high-quality sales pipeline
Forecast deal velocity, conversion rates, and revenue impact
Deliver consultative sales coverage across Cash Management and Investor Services
Work alongside Relationship Management, Product, Implementation, and Risk partners
Maintain compliance with internal policies and external regulatory requirements
Uphold Citi's Code of Conduct, ethical standards, and transparency in client interactions
Manage a high-value client portfolio with autonomy

Requirements

What you’ll need

10 to 15+ years of experience in transaction banking, securities services, or institutional financial services sales
Demonstrated record of originating, negotiating, and closing strategic deals with complex Asset Management and Insurance clients
Exceptional written, verbal, and presentation skills
Ability to present complex technical and commercial concepts to C-suite decision makers
Proven capability to translate client operational workflows and balance sheet requirements into cohesive technical and commercial solutions
Skill in navigating complex client organizations and building lasting relationships with key decision makers
Self-motivated, proactive, and entrepreneurial approach to generating and managing a sales pipeline
Bachelor's degree in finance, economics, business administration, or a related field
Ability to maintain compliance with internal policies and external regulatory requirements across local and cross-border markets

Benefits

Comp & perks

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid vacation
Paid sick leave
Paid holidays
Ongoing learning and development opportunities
Resources supporting financial wellbeing and long-term career growth
Hybrid work arrangement with two days working remotely each week