Global Wealth VP

CitiGroup

Job Description

The Global Investments team is a part of the Global Retail & Wealth Products division under GCB’s Chief Operating Officer. This team is focused on crafting differentiated value for clients through market leading, wealth management value propositions, identifying and leveraging world class digital and technology solutions.

The VP, Program Management and Business Development will support the team’s global product strategy with a focus on digital wealth, investments and deposits. With the goal of becoming the preeminent bank globally to our emerging affluent, affluent & high net worth segments (Citi Priority, Citigold & Citigold Private Client). The global role requires working with regional business teams in Wealth, Retail Banking, Cards and other products, as well as cross-functional stakeholders including but not limited to Risk & Controls, Legal & Compliance, Digital and Technology.

Key Responsibilities:

  • Leading or coordinating of projects that encompass multiple products, regions and lines of business across teams and time zones
  • Partnering with regional teams and SME’s continuously to deliver the best results for customers in different segments and markets, based on their wealth management needs 
  • Conducting data analysis and support for Citi’s relationships with key global Asset Management companies on a regular basis
  • Managing vendor relationships to continuously drive forward Citi’s global wealth management transformation
  • Producing and designing executive presentations on key global projects and processes for senior leadership
  • Acting as a liaison between business and tech/digital counterparts for effective implementation of set goals. Includes but is not limited to:
  • Preparing Business and UX Requirements documentation for tech teams, based on regional input;
  • Conducting cost efficiency / P&L analysis for existing and potential partners;
  • Tracking progress and communicating gaps, if any;
  • Identifying and addressing wealth management customer pain points
  • Supporting the Global Head of Investments on various wealth-related tasks, as necessary, with high levels of attention to detail, high quality presentations and time sensitivity

Candidate Qualifications:

  • 7+ years of work experience, with at least 2 years spent in business development, product management or similar roles in financial services, preferably with strong focus on wealth
  • Knowledge of latest digital wealth developments globally as it pertains to UX, functionality and end to end experiences
  • Strong understanding of end-to-end digital wealth journey components and required capabilities
  • Ability to be a true client advocate in all settings
  • Track record of being able to engage, lead, and influence cross-functional teams (and ideally across markets) in a matrixed organization to achieve results
  • Ability to achieve meaningful results for customers and business under tight timelines
  • Self-starter who can operate with minimal guidance and handle uncertainty and ambiguity
  • Strong analytical, project management, communication, and negotiation skills required
  • Highly motivated with the ability to multi task productively
  • Bachelor’s degree required, MBA preferred 

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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - US

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