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 provider

Fintech
Social Impact
Financial Services

Compensation Overview

$170k - $300kAnnually

+ Incentive Awards + Retention Awards

Expert

New York, NY, USA

Category
Commercial Banking
Risk Management
Finance & Banking
Required Skills
Risk Management
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 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.

Help us improve and share your feedback! Did you find this helpful?

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