1+ months

PFSS Salesperson VP

New York, NY
  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Institutional Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: No
  • Job ID: 18039748


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citis Mission and Value Proposition explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients and the publics trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Position Overview:

The Junior Sales role will have sales and client coverage responsibilities, working with and learning from more senior salespeople across PFSS products. In addition to 1) sales and client coverage this junior salesperson may also help with 2) marketing and events and 3) client analysis and strategy. Efforts will be allocated across these three areas, while recognizing that capacity may be more or less allocated to an effort at any given point in time. The role requires an individual who is flexible and adaptable, and can dynamically manage their time across these requirements. The individual must have a strong foundation of transferable skills, including: problem solving, project management, communication and presentation skills, influencing skills, analytic rigor, and creativity. Over time, the individual is expected to further develop these skills, while also building a deeper understanding of PFSS products and clients.


Sales and Client Coverage Responsibilities:
Assess prospects and develop account plans. Monitor progress and help execute agreed on actions.
Work with content management and RFP teams to develop and customize client pitch books, presentation materials and RFP responses.
Conduct diligence and prepare briefing materials for client meetings. Attend meetings, prepare call reports and monitor and execute agreed on follow up items.
Assist in the management of the client pipeline; ensure accuracy and completeness of pipeline and help ensure information is updated in a timely manner.
Provide additional back-up client coverage, helping to on-board and manage client relationships.

Marketing and Events Responsibilities:
Represent sales and client executive management and partner with the marketing team to build dedicated marketing efforts and materials.
Assist with the PFSS marketing plan for the region, including branding, messaging, communications and editorial calendar.
Assist with the planning, development and execution of key proprietary and industry events.

Client Analysis and Strategy Responsibilities:
Conduct target market analysis, including assessment of Coalition and other client/competitor data to understand our results and identify opportunities.
Prepare regular business reports and analysis, and utilize MIS to conduct bespoke analysis to facilitate client targeting.


Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

PFSS Salesperson VP

New York, NY

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast