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 solutions

Fintech
Financial Services

Compensation Overview

$176.7k - $265.1kAnnually

+ Incentive Awards + Retention Awards

Senior, Expert

New York, NY, USA

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Data Analysis
PowerPoint/Keynote/Slides
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
  • 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.
  • Bachelor's degree/University degree or equivalent experience
  • Master's degree preferred
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.

Citigroup provides a variety of financial services to a wide range of clients, including individuals, businesses, and governments. Its offerings include consumer banking, credit services, corporate and investment banking, securities brokerage, and wealth management. The company operates in over 160 countries, allowing it to facilitate cross-border transactions and serve a diverse clientele. Citigroup's products work by leveraging its extensive global network and technology to provide efficient banking solutions, generating revenue through interest on loans, service fees, trading, and investment management. What sets Citigroup apart from its competitors is its strong focus on sustainability and social responsibility, demonstrated through its investments in environmental, social, and governance initiatives. The company's goal is to create a positive financial and social impact while ensuring growth and profitability.

Company Stage

N/A

Total Funding

$59.8M

Headquarters

New York City, New York

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

-9%
Simplify Jobs

Simplify's Take

What believers are saying

  • Citi's involvement in significant financial deals, such as the $41 million debt facility with Buyerlink, showcases its strong market presence and financial influence.
  • The company's focus on ESG initiatives aligns with growing global trends towards sustainability, potentially attracting more clients and investors.
  • Citi's technological innovations enhance its service delivery, offering employees opportunities to work with cutting-edge financial technologies.

What critics are saying

  • Operating in a highly competitive financial services market, Citi faces constant pressure to innovate and maintain its market share.
  • Global economic fluctuations and regulatory changes can impact Citi's operations and profitability, posing challenges for employees.

What makes Citigroup unique

  • Citi's extensive global network across 160 countries provides unparalleled access to cross-border financial services, setting it apart from regional competitors.
  • The company's commitment to ESG initiatives and technological innovation positions it as a forward-thinking leader in the financial services industry.
  • Citi's diverse range of services, from consumer banking to investment banking and wealth management, allows it to cater to a wide array of clients, unlike more specialized financial institutions.

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