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
Social Impact
Financial Services

Compensation Overview

$170k - $300kAnnually

+ Incentive Awards + Retention Awards

Expert

New York, NY, USA

Category
Strategic Account Management
Sales & Account Management
Required Skills
Risk Management

You match the following Citigroup's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
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
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.
Desired Qualifications
  • Previous experience in client facing roles in Banking or Wealth (both a plus)

Citigroup provides a wide range of financial services, including consumer banking, corporate and investment banking, and wealth management, to clients around the world. Its services include loans, credit products, securities brokerage, and asset management, catering to individual consumers, businesses, and government entities. Citigroup operates in over 160 countries, utilizing its extensive global network and technology to offer efficient financial solutions. Unlike many competitors, Citigroup emphasizes sustainability and social responsibility through its investments in environmental, social, and governance initiatives. The company's goal is to facilitate international trade and investment while managing financial assets and providing liquidity in the global financial system.

Company Size

10,001+

Company Stage

IPO

Total Funding

$59.8M

Headquarters

Tel Aviv-Yafo, Israel

Founded

1812

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Simplify's Take

What believers are saying

  • Citi's involvement in Jumia's sales agreement taps into Africa's growing e-commerce market.
  • The collaboration with Versana enhances Citi's data analytics and operational efficiency.
  • Citi's gender pay equity disclosure strengthens its brand reputation among socially conscious investors.

What critics are saying

  • Increased competition from digital platforms like Versana may erode Citi's market share.
  • Citi's partnership with Jumia exposes it to the volatile African e-commerce market.
  • Regulatory scrutiny on digital banking products could impact Citi's Google Pay Plex accounts.

What makes Citigroup unique

  • Citi's global reach spans over 160 countries, offering unmatched international banking services.
  • The partnership with Mastercard for Google Pay Plex accounts enhances Citi's digital banking presence.
  • Citi's 'Green Deposits' cater to the growing demand for sustainable banking solutions.

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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

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