Jobs and Careers

Managing Director, Insurance, Corporate Banking

New York City, United Statesfull_timeVerifiedPosted 26 Jun 2026

💰 $500,000/yr($250,000/yr – $500,000/yr)

About the role

This role is senior-level Insurance client coverage. The overall objective of this role is to drive revenue growth and returns by being a trusted, strategic advisor to Citi’s Insurance clients. Primary responsibility is calling on CFOs and Treasurers with strategic content and financial strategies and delivering actionable ideas across Capital Markets, Markets Solutions, Custody, Cash Management and other products.

Responsibilities:

Understand regional and emerging market trends to identify growth opportunities, anticipate obstacles and communicate a forward-looking vision that is responsive to changes in the Insurance environment.
Responsible for overall parent relationship management of clients and providing a wide range of treasury and corporate finance solutions, including cash management, trade, vendor finance, FX, general credit, loans, debt capital markets, share repurchase, and interest rate, commodity, and equity derivatives.
Drive client planning, product agnostic cross selling, client access, and effective capital allocation within the Corporate Banker proposition.
Translate Citi’s strategy into an effective and efficient Corporate Bank business plan.
Responsible for meeting revenue goals and other goals related to budget, risk management, and credit allocation in partnership with Global Capital Management (GCM) and Risk.
Drive innovation, differentiation, speed to market and promote cross selling of products across the full Banking platform.
Partner with Investment Banking team to drive and execute episodic transactions and with key stakeholders, including Risk and GCM, to allocate capital prudently, appropriately and in adherence to all Citi risk policies.
Ensure client relationships and proposed client solutions meet or exceed internal risk and return standards, including stringent ethical standards and anticipated future changes in the marketplace.
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.

Development Value:

This role offers significant developmental value for future leadership opportunities within the Citi Financial Institutions Group.

Qualifications:

10+ years of relevant Financial Institutions Group experience with a focus in Insurance strongly preferred
Senior Credit Officer or equivalent designation preferred
In-depth experience managing and working across a diverse, multi-country, multi-product business with broad people management experience
In-depth experience advising clients on capital raising and risk management strategies.
Demonstrated ability to balance between internal management and external client time
Demonstrated understanding of compliance issues and regulatory requirements (global and local)
Proven leadership skills and intellectual capability to create momentum and a collective agenda across multiple products with a diverse population and competing priorities
Demonstrated intellectual grasp of the industry and ability to anticipate and lead the organizational response to future changes and translate vision into executable plans
Proven analytical and problem-solving skills with pragmatic approach to ensure limited resources are directed appropriately
Consistently demonstrate clear and concise written and verbal communication
FINRA Licenses SIE, 63, 79, and 24

Education:

Bachelor's degree/University degree or equivalent experience
Master's/MBA degree preferred from a top economics, business, or financial engineering program

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