Global Solution Sales Manager - Insurance - Director

The Global Solution Sales Manager is responsible for revenue growth, sales & origination for a portfolio of Insurance clients within Treasury & Trade Solutions. A good understanding of the Insurance industry and direct competitors' products and services is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of Treasury & Trade Solutions (ie, cash & trade business), combined with a solid conceptual/practical grounding in how clients in the Insurance segment function and leverage the products and services offered. Excellent communication skills required in order to negotiate with client as well as internally, often at a senior level. Responsible for executing functional strategy across the client book of business. Determines approach to implementing functional strategy. Accountable for end results, revenue planning, sales initiative formulation and contribution to future strategy & success of the franchise. Ability to become Trusted Advisor to Client base as well as an effective client advocate within the Citi organization. Requires strategic influence on the business and interaction with other functions and businesses.

Responsibilities:

• Increase penetration of the Treasury & Trade Solutions set within the existing client base as well as acquiring new clients for the Bank
• Leading sales origination, pipeline development, customer revenue growth and retention for the defined portfolio of business
• Provide product and sector expertise, responsible for new cross-sell and retention across the segment
• Trusted Advisors to Insurance industry clients for complex cash management, treasury and working capital, and trade services
• The person will be given hands-on training and be responsible for the Global relationship and client’s portfolio comprising all of their global subsidiaries.
• Develop Our People and be seen as a Champion of Progress who delivers value to client and partners alike
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure
• Build a culture of responsible finance, good governance and supervision, expense discipline and ethics
• Appropriately assess risk/reward of transactions when making business decisions; and ensure that all team members understand the need to do the same, demonstrating proper consideration for the firm’s reputation.
• Be familiar with and adhere to Citi’s Code of Conduct and the Plan of Supervision for Global Markets and Securities Services; and ensure that all team members understand the need to do the same
• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 10+ years of sales and/or cash management and trade product experience
• Possesses in-depth knowledge of other banking products
• Advanced marketing and selling skills & ‘customer first’ mind-set
• Proven track record in sale of cash management, trade, and / or technology based consulting solutions
• Managed large client relationship from a banking or product perspective
• Consistently demonstrates clear and concise written and verbal communication
• Persuasive and articulate personality
• Excellent interpersonal skills to deal internally and externally with clients
• Good team skillsbo
• Demonstrated organizational & planning skills
• Ability to manage & synthesize many pieces of solution / technical data into a single, flowing solution within tight timeline
• Proven leadership skills
• Recognized execution skills
• Entrepreneurial approach

Education:

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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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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Primary Location: New York New York United States

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Primary Location Full Time Salary Range: $200,000.00 - $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: Mar 26, 2026

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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.*