Full-Time

Wealth – Integrated Client Engagement Manager

Director

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Fintech
Financial Services

Compensation Overview

$170k - $300kAnnually

+ Incentive Awards + Retention Awards

Senior, Expert

New York, NY, USA

Category
Customer Success Management
Sales & Account Management
Required Skills
Marketing
Requirements
  • 15+ years of experience, including 8-10+ years' managerial experience
  • Ability to collaborate and work as a team
  • Strong presentation skills
  • Previous experience in client facing roles in Banking or Wealth (both a plus)
  • Problem solving & change management skills
  • Ability to think creatively and drive a process that encompasses multiple stakeholders
  • Bachelor’s/University degree, Master’s degree preferred
Responsibilities
  • Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region
  • Responsible for tracking for reporting purposes and managing revenue share agreements around partnership introductions
  • Responsible for maintaining effective controls around privacy information (Wealth) and MNPI (Banking). This individual will be a “wall straddler” so effective management of information and knowledge of the information barriers is critical.
  • Actively manage, develop and drive cross divisional cooperation
  • Bring a OneCiti lens to decision making processes around asks for key clients to deepen relationships and drive better penetration for Citi across multiple divisions
  • Help manage client education, outreach and coordination with respect to market themes and joint events
  • Collaborate with market leadership councils on joint marketing efforts and internal educational programs to ensure broad understanding of the various offerings across the firm
  • Together with the broader team, manage and lead the implementation of new institutional level programs to better enable the delivery of a OneCiti perspective on deals, offerings, and an overall approach to client coverage
  • Together with the broader team, coordinate the setup and completion of other bespoke agreements or arrangements to help drive the client franchise
  • Work with management and others on the team globally to ensure that the strategic goals are met
  • Oversee sensitive issues both internally and externally in a client friendly manner, managing expectations throughout
  • Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure as well as reporting outputs
  • Appropriately assess risk/reward 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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