Head of Financial Institutions (FI) Services Sales – Brazil

The Financial Institutions (FI) Services Sales Head for Brazil is a senior executive leadership role responsible for driving sales origination, strategic pipeline development, revenue growth, and client retention across all Financial Institution segments in Brazil—including banks, insurance companies, broker-dealers, non-bank FIs, and Fintechs. Operating as a strategic originator, senior solution advisor, and business leader, the incumbent will deliver the complete suite of institutional Services solutions. This critical leadership role requires robust partnership with the Banking FI Coverage Group, Services Product Partners, Implementation & Operations, and Global & Regional Sector Heads to achieve aggressive franchise growth and strategic commercial objectives in Brazil. Product & Solution Scope The FI Services Sales Head leads origination and commercialization across four core product pillars: Payments & Receivables: FI clearing, global and local currency clearing, high-value and instant/low-value domestic payments (e.g., PIX/STR/SPB rails), cross-border payments, API connectivity, and next-generation payment processing infrastructure for FI clients. Liquidity Management: FI operating balances, interest-bearing accounts, multi-currency cash concentration, target balancing/sweeping mechanisms, automated yield solutions, balance sheet optimization, and intraday liquidity management for institutional clients. Trade & Working Capital Solutions: FI trade financing, trade letters of credit (LCs), bank guarantees, supply chain finance structures, and structured trade & export finance. Investor Services (Custody & Clearing): Direct Custody and Clearing (DCC), Global Custody, collateral and margin management, fund administration connectivity, and execution-to-custody integration. Strategic Leadership & Sales Execution Revenue & Growth Drivers: Lead and execute the sales strategy to drive substantial revenue growth and market share expansion across FI clients and their subsidiaries in Brazil. Business Planning & Pipeline Management: Establish, track, and oversee annual sales targets, origination pipelines, deal conversion rates, and strategic business plans for the Brazil FI franchise. Senior Client Coverage: Provide executive-level coverage and strategic relationship management to key Tier-1 Financial Institutions, serving as the senior point of escalation and executive sponsor. Franchise Origination Model: Champion customer-centric relationship models, instituting best-in-class disciplines in client needs analysis, wallet sizing, account planning, and structured relationship reviews. Global & Regional Franchise Collaboration Internal Stakeholder Partnerships: Cultivate deep, highly collaborative partnerships with Corporate & Investment Banking (Banking FI Group), Product Management, Capital Markets, and Regional/Global Sector Leadership. Inbound & Outbound Corridors: Drive multi-region capture of inbound and outbound commercial opportunities, supporting Brazilian financial institutions expanding internationally, as well as foreign institutions operating in Brazil. End-to-End Client Experience: Partner closely with Client Operations, Client Experience Management (CEMG), Implementation, Technology, and Market Management to ensure seamless deal execution and top-quartile Voice of the Client (VoC) satisfaction scores. Governance, Risk & Regulatory Compliance Franchise Protection: Serve as the first line of defense to safeguard the franchise against Anti-Money Laundering (AML), Sanctions, Know Your Customer (KYC), and broader compliance/regulatory risks. Regulatory Alignment: Ensure all transaction banking activities and innovative payment/fintech solutions strictly comply with Central Bank of Brazil (BACEN), CVM, and international regulatory standards.

Total Professional Experience: Minimum of 15+ years of successful experience in Transaction Banking, Cash Management, Trade Finance, and/or Institutional