Head of Client Executives, Investor Services - C16 jobs in United States
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Citi · 5 hours ago

Head of Client Executives, Investor Services - C16

Citi, the leading global bank, is seeking a Head of Client Executives for their Investor Services division. This role will lead a global team to ensure a best-in-industry client experience, manage client relationships, and drive strategic initiatives across the organization.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Define, implement and manage a global client delivery operating model that provides our clients with a marketing leading client experience leading to growth
Foster a strong risk & control environment including robust end to end client governance framework
Responsible for ensuring key target metrics are achieved i.e. VoC and client satisfaction
Build out the strategic platforms use to manage the client experience and ensure a look across Services and other areas of the Bank for reuse and improvement
Collaborate with cross-functional teams to align client needs with internal initiatives and product offerings
Monitor market trends, regulatory developments and competitive dynamics to adjust strategies and maintain market leadership
Cultivate and deepen relationships with key clients, participating directly in high-impact meetings from deal origination to strategic relationship reviews
Champion client-focused initiatives that enhance customer experience and reinforce value propositions
Identifies cross firm opportunities and connects solutions
Work closely with partners across Services to create end to experiences including interfacing with other products and services that Investor Services touch
Drive the voice of the client internally and be involved in product enhancement / development and operational model design to maximize the client experience
Partner with our teams in Operations and Technology to drive day to day improvements and innovation in client experience and excellence

Qualification

Senior sales leadershipStrategic planningFinancial services knowledgeClient relationship managementRisk managementInspire teamsLeadership skillsCommunication skillsInterpersonal skills

Required

Undergraduate Degree, MBA preferred
Extensive senior sales leadership experience within the financial services industry, managing multi-country teams
Proven ability to design and execute strategic plans and achieve financial targets
Deep understanding of Services products, services and the competitive landscape
Strong leadership, communication and interpersonal skills
Ability to manage risk and ensure compliance with regulatory requirements
Strategic analysis/thought process
Ability to work with multiple organizations and stakeholders, including Senior Management and regulators
Strong leadership and communication skills
Ability to inspire and influence teams – both direct and matrixed

Benefits

Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1386)
2024 (849)
2023 (1375)
2022 (1117)
2021 (876)
2020 (901)

Funding

Current Stage
Late Stage

Leadership Team

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James Monahan
Managing Director / Global Head of Asset Servicing
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Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
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Company data provided by crunchbase