Senior Vice President, Investor Services Sales - Insurance and Pensions

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi’s Investor Services team.

By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Team/Role Overview:

Investor Services is a key business within Citi. The business covers Custody, Funds Services and Execution Services products, providing solutions to a variety of the institutional clients, of both global and regional importance to the firms' franchise. This role is pivotal in driving the sales and growth strategy for these critical services.

The Global Sales and Solutions Manager will serve as a strategic sales leader and primary relationship owner for assigned institutional clients, driving revenue growth and expanding Citi's market share within the Investor Services domain. This role is accountable for identifying new business opportunities, developing bespoke solutions, and fostering deep, revenue-generating client relationships. The Sales Manager will act as a proactive advocate for the client's strategic growth within Citi, leveraging comprehensive product knowledge to achieve sales targets and deliver exceptional value.

What you’ll do:

• Strategic Client Relationship Management & Revenue Growth:  Cultivate and expand deep, trust-based relationships with senior client stakeholders, acting as a strategic advisor on their business needs and aligning Citi's comprehensive Investor Services solutions to their long-term growth objectives. Proactively identify and pursue new sales opportunities, cross-selling, and up-selling across Citi's product suite (Custody, Funds Services, Execution Services).
• Complex Solutioning & Deal Execution:  Lead complex sales cycles from opportunity identification to close, involving deep product knowledge, solution design, and negotiation. Collaborate with internal Subject Matter Experts to structure bespoke solutions that meet client strategic requirements and drive significant revenue.
• Client Acquisition & Market Expansion:  Actively engage in pre-RFP information requests, client due diligence sessions, and new business pitches to secure new mandates and expand Citi's client portfolio across the Insurance and Pension segment.
• Client Performance & Advocacy: Serve as the primary internal advocate for client needs, translating client requirements into actionable sales strategies and collaborating with product and operations teams to develop market-leading solutions.
• Strategic Product Development Input:  Leverage profound client and market insights to identify product gaps and emerging client needs, collaborating with Product teams to influence the development of new solutions and enhance existing offerings to meet strategic sales goals.

What we’ll need from you:

• Significant progressive experience in institutional sales, business development, or strategic client relationship management within the financial services industry, with a proven track record of working specifically with insurance and pensions clients and a deep understanding of the Investor Services business.
• Proven track record of exceeding sales targets, defining target market, driving significant revenue growth, and managing large, complex institutional client portfolios.
• Extensive knowledge of investment products, market structures, and the competitive landscape within Investor Services, particularly as it relates to insurance and pensions.
• Demonstrated leadership in originating and closing multi-faceted deals with senior decision-makers.
• Strong understanding of sales methodologies, negotiation tactics, and client lifecycle management.
• Bachelor's/University degree in Finance, Business, or a related field; MBA or advanced degree preferred.

Skills:

• Exceptional Sales Acumen & Negotiation:  Highly skilled in strategic selling, persuasive communication, and complex negotiation, with a proven ability to close deals and achieve aggressive sales targets.
• Executive-Level Communication & Presentation:  Superior ability to articulate complex solutions clearly and persuasively to C-suite executives and senior financial professionals, both verbally and in written form.
• Strategic Relationship Building:  Masterful in developing and nurturing long-term, high-value client relationships that drive sustained revenue growth.
• Problem Solving & Solution Design:  Adept at diagnosing client challenges and collaboratively designing innovative financial solutions.
• Self-Motivated & Results-Driven:  Highly proactive, autonomous, and focused on achieving and surpassing sales objectives in a fast-paced, competitive environment.

What we can offer you:

Development Value:

• Client Executive
• Sales and Senior Relationship Management
• Client Services Management
• Product Management

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: 

• Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure
• A discretional annual performance related bonus 
• Private medical insurance packages to suit your personal circumstances
• Employee Assistance Program
• Pension Plan 
• Paid Parental Leave 
• Special discounts for employees, family, and friends 
• Access to an array of learning and development resources 

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. 

Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.

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Job Family Group:

Institutional Sales

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Job Family:

Solution Sales

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Time Type:

Full time

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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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