Full-Time

Wealth Business Execution Lead

Integrated Client Engagement, SVP

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking provider

Fintech
Social Impact
Financial Services

Compensation Overview

$176.7k - $265.1kAnnually

+ Incentive Awards + Retention Awards

Senior, Expert

New York, NY, USA

Category
Project Management
Strategy Development
Business Development
Business & Strategy
Required Skills
Risk Management
Data Analysis
Requirements
  • 10+ years of experience in financial services with Internal Audit knowledge (preferred)
  • Experience working in global and complex settings with multiple stakeholders
  • Excellent project management skills
  • Proven ability to work in a team of diverse skill sets and cultures
  • Proven ability to work in high-pressure, time-sensitive environments
  • Consistently demonstrate highly effective, clear and concise written and verbal communication with excellent organizational skills
  • Strong leadership, interpersonal and relationship building skills are required
  • Strong team player who can work effectively in cross-organizational situations
  • Demonstrated success in managing deliverables within aggressive timeframes; ability to cope under time pressures
  • Possesses strong critical thinking skills
  • Demonstrated development, planning and execution of medium range and long-term strategic plans
Responsibilities
  • Lead the strategic initiative to revise, update, implement and maintain new revenue share agreements between Wealth and other business units at Citi working closely with key stakeholder inside and outside Wealth.
  • Responsible for business management and planning for the ICE organization including but not limited to managing the team headcount, budget, real estate portfolio and forward growth financial projections.
  • Partner with Wealth COO on business reviews, QBRs, earnings material related to the ICE organization.
  • Be the primary point of contact within the ICE organization for any cross functional Wealth or Citi-wide programs (e.g., expense management programs, resolution and recovery, annual budgeting, product programs, new business creation / governance, etc.)
  • Support the organization’s financial health by managing financial control by applying a comprehensive understanding of the department’s overall budgets, optimizing expense savings opportunities and developing insightful analysis and reporting.
  • Review and monitor the key performance indicators, providing oversight of any business-critical milestone reporting processes and other reporting processes to ensure quality, efficiency and accuracy.
  • Responsible for regulatory and administrative duties in conjunction with the team, including financial, staffing, quality, risk and regulatory matters.
  • Support various ad hoc efforts across the different ICE teams including planning, training and other programs
  • Prepare reports, briefings and executive level presentations on strategic initiatives, projects and priorities with the ability to develop documents using data from various areas to tell a story
  • Establish and manage strong relationships with a diverse group of senior stakeholders across Internal Wealth and various Citi businesses and functions, to ensure adequate information sharing, reporting, alignment and communications are in place.
  • 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.
Desired Qualifications
  • Strong proficiency in Excel and PowerPoint
  • Able to work with large volumes of data from various sources
  • Excellent analytical skills with an ability to deliver insight and conclusions in a concise and logical manner to seniors
  • Detail orientated with the ability to see the larger picture
  • Strong understanding of the MNPI guidelines and ability to work with teams and data sets that encompass public-side and private-side information.
  • Clear and logical approach to problem solving; breaking down issues to component parts and prioritizing the approach
  • Proactive and able to work independently or as a team player with the ability to develop strong relationships with numerous partners
  • Ability to multitask, work under pressure in a demanding environment, be proactive and goal oriented
  • Strong written and oral communication skills and confidence to collaborate with individuals at all organization levels
  • Self-motivated with the ability to make decisions and maintain a controlled environment.
  • Master's degree preferred

Citigroup provides a wide range of financial products and services to various clients, including consumers, corporations, and governments. Its offerings include consumer banking, credit, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, utilizing its global network and technology to deliver financial solutions. Citigroup generates revenue through interest from loans, fees from banking services, and commissions from investment activities. Unlike many competitors, Citigroup's extensive international presence and commitment to sustainability through ESG initiatives set it apart. The company's goal is to facilitate international trade and investment while managing financial assets and providing liquidity in the global financial system.

Company Stage

IPO

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

1812

Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's focus on digital banking aligns with the growing trend of digital-first banking.
  • The partnership with Jumia opens growth opportunities in Africa's expanding e-commerce market.
  • Positive earnings report indicates recovery in consumer confidence and spending.

What critics are saying

  • Increased competition from digital platforms like Versana challenges Citi's market position.
  • Citi's exposure to Africa's volatile e-commerce market poses potential risks.
  • Regulatory scrutiny may impact Citi's collaboration with Mastercard for Google Pay Plex accounts.

What makes Citigroup unique

  • Citi's global reach spans over 160 countries, offering unmatched international banking services.
  • The introduction of 'Green Deposits' highlights Citi's commitment to sustainable banking solutions.
  • Citi's partnership with Mastercard for Google Pay Plex accounts enhances its digital banking offerings.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Paid Vacation

Paid Sick Leave

Paid Holidays