About this role
Role Purpose: Lead a Client Executive team across an assigned sector, cluster or client portfolio, strengthening the end-to-end client experience and translating client insight into retention, relationship expansion and sustainable revenue growth.
The Client Executive Team Lead is a senior client leadership and people management role accountable for the performance of an assigned team and portfolio. The Director will build and lead a high-performing team of Client Executive, align capacity and coverage to business priorities, and establish the operating disciplines required to support client and revenue growth objectives.
The role connects clients, Banking, Services and Control partners to deliver a consistent end-to-end client experience. Services includes Product, Onboarding, CitiService, Operations and Technology. The Team Lead will set portfolio priorities, maintain disciplined governance, coach the team to operate as trusted client advisors and ensure client feedback is converted into action, relationship depth and commercial outcomes. The scope may support a sector, geographic cluster or other defined client segment based on business needs.
Key Responsibilities:
Leadership, Talent and Team Capacity
- Lead, coach and develop a high-performing team of Client Executives, scaling capacity and capabilities as client coverage and business needs evolve.
- Set clear objectives, portfolio assignments, performance standards and development plans; conduct regular coaching, talent reviews and performance assessments.
- Build succession, hiring and onboarding plans while creating an inclusive, accountable culture that strengthens treasury knowledge, client leadership, commercial discipline and execution excellence.
Client Experience and Relationship Leadership
- Own the client experience agenda and treasury Voice of the Client for the assigned portfolio, with the goal of achieving Very Satisfied client outcomes.
- Ensure Client Executives maintain effective engagement plans, senior decision-maker coverage, regular health checks, sentiment monitoring and proactive relationship reviews.
- Provide senior sponsorship and escalation leadership for priority relationships, ensuring critical feedback results in documented action plans, clear ownership, root-cause resolution and timely client communication.
Revenue Growth and Portfolio Strategy
- Translate business growth objectives into portfolio and individual team member priorities aligned with Banking and Services.
- Drive relationship retention, share-of-wallet expansion, fee growth and incremental opportunities by connecting client needs to relevant treasury, cash management, cards, trade and digital solutions.
- Review revenue trends, pipeline, client health and portfolio capacity, partnering with Banking and Services to intervene where execution, coverage or opportunity progression is off track.
Execution, Governance and Operational Excellence
- Establish a disciplined operating cadence covering client sentiment, revenue, pipeline, onboarding, service matters, action plans, risk indicators and team capacity, using CRM, analytics, Voice of the Client tools, dashboards and scorecards to support data-driven decisions.
- Drive early, structured escalation and cross-functional resolution through Services, while partnering with Legal, Risk, Compliance and AML/KYC to maintain strong governance, controls and adherence to policies and service standards.
- Identify recurring root causes and sponsor scalable improvements that simplify the client experience and increase productivity, including responsible adoption of AI-enabled ways of working.
Stakeholder Leadership
- Build strong partnerships with business and regional leadership, Banking coverage, Services, Solution Specialists and Control partners.
- Represent the assigned Client Executive portfolio in leadership forums, providing concise insight on client sentiment, risks, opportunities, revenue and execution priorities.
- Influence senior stakeholders without direct authority and align teams around clear client and business outcomes.
Success Measures
- Client satisfaction and improvement in decision-maker Voice of the Client results.
- Retention, revenue growth, fee growth, wallet expansion and qualified opportunity creation.
- Quality, timeliness and closure of client action plans and escalations.
- Portfolio coverage, client engagement discipline and effective senior stakeholder connectivity.
- Team performance, capacity, hiring, development, succession and retention.
- Operational, governance and control performance, including adherence to applicable standards and service-level agreements.
- Implementation of scalable process improvements and measurable productivity gains.
Qualifications and Experience:
- 10+ years of relevant experience in client management, treasury services, cash management, commercial banking or a related field, including meaningful leadership responsibility.
- Proven record of leading senior teams and delivering client satisfaction, relationship growth and commercial results in a complex, matrixed organization.
- Strong understanding of treasury products and solutions across cash management, cards, trade and digital channels.
- Demonstrated ability to manage complex client issues, conduct root-cause analysis and mobilize cross-functional teams through resolution.
- Experience using CRM, client analytics, Voice of the Client platforms, dashboards, scorecards and account-planning disciplines.
- Strong risk and control mindset with experience partnering across Legal, Risk, Compliance and AML/KYC.
- Ability to adapt leadership and portfolio strategies across different sectors, geographic clusters and client segments.
Leadership Competencies
- Client-centric and commercially oriented, with sound judgment and executive presence.
- Clear, concise communicator with strong influencing, diplomacy and stakeholder-management skills.
- Strategic thinker who converts enterprise goals into measurable team priorities and execution plans.
- High accountability, initiative and resilience, with the ability to manage competing priorities.
- Data-driven problem solver who addresses root causes and continuously improves ways of working.
- Collaborative talent leader committed to coaching, inclusion and building organizational capability.
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## Job Family Group:
Institutional Sales
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## Job Family:
Investor Sales
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## Time Type:
Full time
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## Primary Location:
New York New York United States
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## Primary Location Full Time Salary Range:
$170 000,00 - $300 000,00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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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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## Anticipated Posting Close Date:
nov 12, 2026
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Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .
View Citi’s EEO Policy Statement and the Know Your Rights poster.