Head of Business Execution, Services Financial Institutions Sales - Director

Citi’s mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have more than 200 years of experience helping our clients meet the world’s toughest challenges and embrace its greatest opportunities.   

Citi consists of five interconnected businesses – Services, Markets, Banking and International, Wealth and U.S. Personal Banking. Services sits at the core of Citi’s global network, with an industry footprint spanning 95 countries, including our sub-custody network in 63 of them. We serve approximately 19,000 clients which include large corporations, banks and broker dealers, commercial bank mid-market companies and investment managers. 

Through our five business lines – Liquidity Management Services, Payments, Trade & Working Capital Solutions, Investor Services and Issuer Services - we provide cash management, payments/receivables solutions, working capital solutions, post-trade securities services and issuer services across Citi’s global network. 

Role Overview:

The Head of Business Execution for Financial Institutions (FI) Sales is a senior Director-level leadership role within Citi's Services organization, responsible for driving the strategic planning, operational excellence, and business management agenda for the global FI Sales business. This is a role for a seasoned leader who brings the credibility, gravitas, and strategic acuity to influence at the most senior levels of the organization. Operating at the intersection of strategy, data, and execution, the incumbent will be focused on work that drives competitive advantage: insight generation, strategic narrative, cross-functional influence, and decisive action. Leading a team of four senior professionals, the role reports to the Head of FI Sales, with a matrix reporting line to the Head of Services Sales Business Execution.

Key Responsibilities:

Business Execution & Strategic Leadership

• Own the FI Sales business management agenda end-to-end, leveraging AI-powered reporting and analytics platforms to synthesize revenue, pipeline, and client performance data — then lead the analytical narrative, surface key trends, and drive action planning

• Partner with FI Sales Leadership to formulate and execute the annual strategic planning and financial planning cycle for FI, partnering with Finance, Product, and Sales leadership to align investment priorities, headcount plans, and technology spend with global and regional growth objectives; oversee financial performance and manage expenses with full P&L accountability

• Serve as the strategic nerve center for FI leadership, translating complex, multi-source business intelligence into clear, senior-ready recommendations on resource allocation, client prioritization, corridor strategy, and growth initiatives — using AI-generated insights as a foundation for judgment-driven decision-making

• Own the FI performance management framework, including the design, continuous refinement, and governance of KPIs, scorecards, and dashboards that provide real-time visibility into business health, pipeline momentum, and revenue trajectory across the global FI franchise

• Develop and execute go-to-market strategies for FI, identifying high-potential client segments, industry verticals, and geographic corridors based on trade flow analysis, market intelligence, and AI-assisted opportunity mapping — ensuring alignment with global sector and coverage priorities

• Establish and maintain dynamic governance and communication processes across the FI leadership team, including structured forums for performance review, risk escalation, and strategic alignment with global partners

• Drive operational efficiency and standardization of processes and practices across the business

• Lead strategic business initiatives, working closely with partners to ensure end-to-end execution accountability and on-time delivery of key deliverables

• 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

People & Organizational Development