Full-Time

Americas Wealth Markets Head

Confirmed live in the last 24 hours

Citigroup

Citigroup

10,001+ employees

Global financial services and banking solutions

Fintech
Financial Services

Compensation Overview

$250k - $500kAnnually

+ Incentive Awards + Retention Awards

Senior, Expert

New York, NY, USA

Position based in New York with significant travel within the region.

Category
Financial Planning and Analysis (FP&A)
Investment Banking
Private Equity
Finance & Banking
Required Skills
Business Strategy
Requirements
  • In depth experience of markets products across all asset classes, specifically for retail clients
  • In depth experience in Hedging and Monetization strategies and solutions
  • Successful understanding and leadership of a multi-product business
  • Strong intellectual grasp of the industry and with the ability to anticipate and lead the organizational response to future changes.
  • Ability to translate vision into executable plans.
  • Excellent interpersonal and communication skills.
  • Credibility and gravitas to build, lead, and motivate across products and matrix reporting lines.
  • Superior problem-solving skills; pragmatic approach to ensure limited resources are directed appropriately
  • Series 7, 24, 66 (can be 63 + 65) licenses required; Series 31 or 3 (3 is preferred) license required; SIE license required.
  • Bachelor’s degree in business, finance, economics, engineering or a related field required.
Responsibilities
  • Develop a coordinated business strategy across all capital markets products to deliver the full range of proprietary and non-proprietary products and solutions to our Wealth target market clients.
  • From a flow and structured products perspective, ensure that the WM teams have access to and service from all relevant Markets desks as well as access to the right levels of access to 3rd-party execution where appropriate.
  • Work on identifying opportunities for clients with the Banking groups in each region.
  • Help develop strong relationships between the WM Product Heads and the relevant Markets Trading Desk Heads.
  • Develop a process of target market vetting with the Regional Markets Sales Head to ensure: Retail and Institutional clients are properly identified and serviced through the appropriate platform; Two-way referrals of clients.
  • Extensive interaction with our Markets product partners to identify opportunities for our clients.
  • Partner with the broader Citi to deliver on a successful solutions business with our clients.
  • Provide strategic leadership for the WM team.
  • Assist WM Product Heads in refining product initiatives and coordinating business strategies across products.
  • Drive strategic initiatives and activities to maximize growth in WM.
  • Work with coverage partners and WM Product Heads to continually review and refresh the client coverage needs to optimize the client experience.
  • Identification of clients who would benefit from up-tiering.
  • Continued review of Citi Private Bank Direct-to-Desk clients from a suitability perspective.
  • Continued review, identification, and on-boarding of Market-Direct-Access clients.
  • Work to develop globally consistent metrics to evaluate performance of both individuals and teams in each product area.
  • Work with HR and Business Execution to implement appropriate scorecard metrics.
  • Work with Investment Finance and Risk to drive the right processes for LVs, ISDA approvals, Trading Lines Approvals, etc.
  • Protect our clients and the franchise through a relentless commitment to control and governance built on the highest standard of personal ethics and responsibility.
  • Ensure that all Wealth platform capabilities and market access of our WM Team are effective and allow us to favorably compete within our target market.
  • Provide leadership and support in the identification, design, approval, training and successful implementation of new products or variations.
  • Responsible for the NAC processes.
  • Own and coordinate the multiple projects required to drive business efficiency and client experience.
  • Ongoing ownership of the WM Product Programs, ensuring timely approval renewals and updates.
  • Develop close working relationship with all key control functions to ensure strong governance and controls while continuously addressing any shortcomings or pain-points in our capacity to operate and service clients effectively by providing the best experience.
  • Ownership of technology budget, strategy, and implementation, driving Tech partners to deliver business-directed goals.
  • Work closely with Finance to ensure accurate reporting of the WM business.
  • Management reporting such as MBR’s and WM Reviews.
  • Periodic Revenue Outlook forecasts.
  • Budgeting/planning.
  • Expense management.
  • Work closely with Coverage, WM Product Heads and HR to drive the WM people strategy.
  • Ensure the people strategy and organizational capabilities are aligned to the business strategy.
  • Mid-year and Year-end appraisal processes; compensation.
  • Graduate recruitment, training, and other related processes.
  • Adhere to and cascade all supervisory training and tools to create a culture of responsibility encompassing our clients, our shareholders and each other.

Citigroup provides a variety of financial services to individuals, businesses, and governments around the world. Its offerings include consumer banking, credit, 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 (ESG) initiatives. The company's goal is to create a positive financial and social impact while achieving growth and profitability.

Company Stage

IPO

Total Funding

$59.8M

Headquarters

New York City, New York

Founded

1812

Growth & Insights
Headcount

6 month growth

-5%

1 year growth

-5%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • Investment in blockchain enhances cross-border transaction capabilities and client services.
  • Partnership with SeQura aligns with global strategy, expanding footprint in key markets.
  • Debt funding for iwoca supports SME growth, increasing lending opportunities and revenue.

What critics are saying

  • Competition from fintechs like SeQura could challenge Citi's market share.
  • Blockchain investments expose Citi to volatility and regulatory uncertainties.
  • Partnership with Pylon may lead to operational risks if integration is not smooth.

What makes Citigroup unique

  • Citi operates in over 160 countries, offering a vast global network.
  • The company integrates advanced technology to enhance financial services and market reach.
  • Citi's commitment to ESG initiatives strengthens its reputation and client relationships.

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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