Director, TTS Client Advisory
Citigroup Inc. - San Francisco, CA
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The Client Advisory team is the market-leading advisory team in Citi Treasury and Trade Solutions. In an increasingly digital age, we help treasury and finance executives with frameworks to assess implications of their firms'' digital transformation, identify solution approaches, and prioritize change management. We also provide voice-of-client business insights into Citi to support solution development strategies. The team is situated in North America, Europe, and Asia Pacific. We work with Citi partners across Treasury and Trade Solutions; Markets and Securities Services; and Banking, Capital Markets and Advisory. For ambitious professionals, we offer exciting opportunities for growth, advancement, and mobility in a diverse, global team.The Client Advisor is an individual contributor role that will manage client engagements and develop thought leadership on best practices, with a particular focus on liquidity management, payments, and digital organizations. Preference is for an industry expert with experience gained as a corporate practitioner or consultant. The position calls for expertise in corporate treasury, payments, and working capital management, a good understanding of strategic directions in these areas, and practical experience in the function and related subject areas. A commercial perspective is necessary in order to contribute to the objectives of the business. Finally, a strategic mindset is needed, as the person contributes to future directions for Citi in the areas concerned.The position calls for expertise as a practitioner (and/or consultancy) in corporate treasury and payments with a deep understanding of the market''s strategic direction in this space, familiarity with accounting and regulatory considerations, and practical experience.This position requires excellent written and oral communication skills, as engagements are often at a senior level, both internally and externally. Writing articles and presenting at industry forums and client events will be expected.Key Responsibilities:* Lead client advisory engagements encompassing treasury and payments, applying knowledge of finance and accounting. This involves engaging clients, providing advice on performance improvement opportunities, and recommending best practice solutions in global treasury and payments.* Create and deliver thought leadership articles and presentations based on client engagements, practitioner experience in the industry, and leveraging partnerships with other advisory teams (internally and externally), third party vendors and the world-leading research capabilities of Citi.* There will be a particular focus on digital and fast growth clients across multiple industries and a requirement to understand how the evolving treasury landscape may impact these clients and their treasury structures.* Ability to understand the life cycle and evolution of treasury structures; people, processes and technology for digital supply chains and organizations.* Advise companies in assessing and addressing treasury challenges of operating under a high degree of regulation* Provide insights to the development of best practice analytical solutions for clients, considering tax and accounting implications of corporate structures and banking solutions.* Provide insights on clients'' global treasury and payment priorities to Citi''s sales/client coverage teams and product development teams, contributing to enhancing Citi''s product competitiveness.Qualifications:* Must have 10+ years of experience* Must have corporate treasury and/or payments experience and/or consulting in corporate treasury fieldsEducation:* Bachelor''s/University degree, Master''s degree preferred and managerial experience
Created: 2025-09-06