Client Executive, Investor Services - Director

Citigroup

New York, New York, United States
Base: $170,000.00 - $300,000.00; bonus/equity: dis...
Hybrid
10+ years global financial institution experience
Custody and fund services industry knowledge
Client relationship management expertise
The Client Executive group is responsible for owning, developing, and growing platinum and priority client relationships to ensure satisfaction and profitability

Job Summary

  • The Client Executive group is responsible for owning, developing, and growing platinum and priority client relationships to ensure satisfaction and profitability.
  • This role requires an in-depth understanding of Custody and Fund Services to deliver a best-in-industry end-to-end experience to global institutional investors.
  • Citi offers competitive benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

The Client Executive group is responsible for owning, developing, and growing platinum and priority client relationships to ensure satisfaction and profitability.

Salary

Base: $170,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off

Skills & Requirements

Must-have

  • 10+ years global financial institution experience
  • Custody and Fund Services industry knowledge
  • Client relationship management expertise
  • Cross-selling and revenue growth skills
  • Regulatory and risk environment understanding

Nice-to-have

  • Strong problem-solving abilities
  • Self-starter with results orientation
  • Thought leadership on regulatory solutions
  • Excellent written and verbal communication
  • Ability to manage complex issue resolution

Key Requirements

  • Bachelor's degree required, Master's preferred
  • 10+ years of experience in a global financial institution
  • Proven track record of cross-selling skills

Work Rights

Not specified

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