Community Dev Senior Group Mgr jobs at Citi Group in United States, Miami

Requirements: Requires a Master’s degree or foreign equivalent in Business Administration, International Business, Management or related field and 8 years of experience as Community Development Sr Group Manager, Community Relations Sr Manager/COO, Business Planning & Analysis Manager or related position involving business planning formation within Latin America social investment institutions. Alternatively, will accept a Bachelor’s degree in the stated fields and 10 years of the specified progressive, post-baccalaureate experience. Full span of experience must include: Non-profits governance; Policies for governance of corporate charitable giving; Grant making; Corporate philanthropic giving and financial donations; Non-profit operations, governance, programming and differences within Latin America jurisdictions; Corporate governance; Finance, accounting and tax within Latin America; Implementation of CRM and financial technology platforms within Latin America; Development of Risk and Control frameworks within Latin America in compliance with US regulatory frameworks; Corporate foundation governance and financial planning including operational budget, reserves and cash flow. Additionally, at least 6 years of experience with multi-country controls and risk frameworks for non-profit management. Up to 20% international and domestic travel required. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #25858874. EO Employer.

Wage Range: $243,076 to $243,076

Anticipated Posting Close Date:

Requirements: Bachelor’s degree, or foreign equivalent, in Economics, Business, Accounting, and six (6) years of experience in the job offered, or in a related occupation in the Financial Services industry. Six (6) years of experience must include: Overseeing Market products and strategy on Foreign Exchange, Money Market, Securities and Derivatives and hedging internal exposures or the franchise liquidity using an understanding of each type of products the business offers to clients; Solving operational issues at any point of trade life cycle, regarding finance activities (valuation and accounting on US GAAP Financials) or compliance activities (regulatory limits or reporting) using expertise and experience regarding the end-to-end trade life cycle of products within Markets, Sales & Trading and Markets Treasury; Providing expert advisory to real time market situations using operational controls to mitigate operational risks, client impacts and reputational damages when gaps are identified or to comply with regulator commitments; Working as a Markets advocate to challenge Finance’s profits & losses (“P&L”) calculations and overseeing how revenues are calculated by product, the mark-to-market of the portfolio, and US GAAP accounting classification to identify differences and processes enhancements; Performing Corporate Treasury activities and governance processes, including liquidity, capital, interest rate and transfer pricing risks controls; and Conducting Control Assessment (“MCA”) of Markets business and Country Treasury. In the alternative, employer will accept Master’s degree and four (4) years of experience. 40 hrs./wk. Applicants submit resumes at . Please reference Job ID #24819799. EO Employer.

Wage Range: $123,748.80 to $165,000.00

Anticipated Posting Close Date:

Duties: Implement governance enhancements across Citi Latin America. Leverage knowledge of Latin America risk, control, and governance processes as well as an understanding of Latin America industry and regulatory standards and requirements to ensure implementation and oversight of governance, regulatory, and transformation projects. Collaborate with Citi stakeholders and Global Groups including Governance, Country Risk, and Regulatory teams to ensure full consideration of the business in the design and roll out of enhanced governance and risk and control frameworks. Work with regional Independent Risk, Compliance, Operations, Market, Liquidity, Credit, Reputation, and Strategic Risk to enhance local control standards and support local management in their governance. Leverage experience with local regulatory and corporate policy to develop strong controls and oversight. Coordinate and draft a Risk Management Framework to ensure appropriate controls and governance are in place based on legal entity regulatory requirements and corporate construct. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.

Requirements: Bachelor degree or foreign equivalent, in Business Administration, Business Management, Statistics, Economics, or a related field, and five (5) years of experience in the job offered or a related finance occupation handling risk management in the financial industry. Five (5) years of experience must include: Working with classifiable and delinquency managed credit and operational policies and procedures including a command of the collateral management process; Performing regulatory risk analysis ensuring compliance with policy related to capital planning, liquidity, portfolio, and operations and regulatory examinations / expectations; Performing risk assessments and management within the framework of risk-weighted assets, portfolio management, liquidity management, and operational risk management in evaluating the impact of different economic and potential stress scenarios on liquidity and operational needs, leveraging advanced proficiency in credit, market, liquidity, and operational risk; Validating and documenting processes, risks and controls including methodologies in line with policies and guidelines applicable to identify and mitigate risks; Regulatory risk project management ownership including business requirements, analysis and testing for delivery of regulatory solutions including IFRS 9, stress testing, and regulatory requirements; and Utilizing Microsoft Office including Excel for metrics and data analysis, PowerPoint for presentation decks, and Word for writing and editing procedural and technical documentation. 40 hrs./wk. Applicants submit resumes at . Please reference Job ID #25848778. EO Employer.

Wage Range: $161,900 to $161,900/year

Anticipated Posting Close Date:

The Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities:

• Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
• Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
• Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
• Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
• Master referral opportunities to grow portfolio.
• Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
• Ensure that KYC/AML and other compliance norms are strictly adhered to
• Partner with all roles on branch team to ensure all clients have a positive in-branch experience
• Appropriately assess risk 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.

Qualifications:

• 5-8 years of experience
• Experience in a proactive, successful sales and service role in the financial services industry
• Strong analytical and financial skills
• Strong verbal and written communication skills
• Organized with strong attention to detail
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
• Basic understanding of investment and financial planning strategies preferred
• Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
• Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
• Group 1 insurance
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

Education:

• Bachelor's/University degree or equivalent experience

Anticipated Posting Close Date:

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Requirements: Requires a Bachelor’s degree, or foreign equivalent, in Business Administration, Finance, Accounting, Economics or related field and 6 years of progressive, post-baccalaureate experience as a Credit Officer, Senior Credit Officer, Credit Risk Group Manager, Senior Analyst, or related position involving credit underwriting, analyzing and approving structured lending solutions. 6 years of experience must include: Approving corporate/commercial loans; Financial structuring and execution; Commercial Real Estate underwriting within the Mexican market; Applying knowledge of derivatives; Managing teams in a global matrix environment; and Applying knowledge of Financial Analysis including spreading and cash flow modeling tools. Applicants submit resumes at https://jobs.citi.com/. Please reference Job ID #25842281. EO Employer.

Wage Range: $200,000 to $250,000

Anticipated Posting Close Date:

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The Wealth Group Executive is accountable for management of

Responsibilities:

• Wealth Mgmt Manager primary focus is to ensure corporate strategy execution on a regional level.
• Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and success of the CPWM Investment business.
• Job function includes top regional supervisory responsibilities, setting vision and productivity goals, overall market profitability, sales, operations,recruiting/salesforcegrowth, and adhering to all regulatory rules/guidelines.
• Responsible for all FAs in a defined region with direct managerial oversight of the RSMs and in some instances FAs as well.
• Effectively executes the implementation of the CPWM/Citigold team strategy.
• Held accountable for RSMs’ territories to include revenue plan and all business drivers and initiatives.
• Instrumental in monitoring the referral volumes between internal CPWM FAs and partners such as retail bank, mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and Citigold.
• Partners with CBNA counterparts, Division Managers, to ensure cross business line referrals and to provide the most transparent Citi customer experience.
• Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth through the interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank.
• Direct contact for CPWM Senior Management for market results and regular business updates.
• Provides strong leadership, conviction and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy.
• Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non-team partners to execute on delivering value to the Citi shareholder with existing and new clients of Citi.
• Demonstrates ability to attract talent in relevant markets both at the producer level and the leadership level.
• Communicates effectively with senior management representing CPWM and the franchise. This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank, Commercial Bank, and Capital Markets.
• Represents Citi at industry conferences and lead discussions regarding Citi strategy and overall market presence.
• Strategic thinking and critical / objective decision making to build consensus, drive incremental results, and work with a broad spectrum of stakeholders.
• Drives execution with a high sense of urgency, focused on details and managing multiple and complex matters, often including multiple stakeholders and leaders internal and external to Citi.
• Owns the collective results in sales, hiring, risk management, and productivity within the sales organization and the overall bank franchise.
• Owns and manages a profitable P&L with a focus on driving a remarkable client experience while helping to drive improvement in NPS and KDS client metrics throughout the organization.
• Understands and drives client segmentation as well as the future growth strategy and client metrics.
• Contributes to the organization’s goals and embodies the firm’s leadership standards and values by collaborating effectively with others and setting the standard for leadership.
• Appropriately assess risk 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 10+ years of experience
• Required FINRA Licenses: SIE; Series 7; Series 66 (or Series 63 & 65); Series 9 & 10 (or Series 24 & 4 & 53)
• Group 1: Life and Health Insurance Licenses
• Robust investment and insurance sales experience; prior investment/insurance sales management required Demonstrated ability to lead, motivate, and influence others Excellent verbal and written communication skills Customer service orientation

• degree, Master's degree preferred

Anticipated Posting Close Date:

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