Citi Wealth – Global Head Alternative Investments Sales - C16 jobs at Citi Group in United States, New York

Responsibilities:

• Coordinates field operations, including recruiting and sales support functions for all corporate Field Strategic Initiatives involving Senior Wealth Advisors, Wealth Relationship Managers, and Centralized Wealth Solution Advisors.
• Organizes the recruiting process and tracking ownership with various stakeholders including HR, Executive Management, HR Compensation, Legal, Compliance, Registration and Staffing. As well as supporting critical Loan + Bonus Regulatory and ARCM fulfillment.
• Analyzes the recruiting funnel to identify bottlenecks and process defects, implementing timely solutions or escalating to the appropriate stakeholders.
• Monitors all stages of the post acceptance background checks while holding functional partners accountable against SLAs.
• Ensures seamless coordination between internal teams, including field sales leadership, legal and onboarding teams, to optimize the Advisor hiring experience.
• Interfaces with legal and compliance teams to oversee due diligence, ensuring all regulatory and risk management requirements are met.
• Assembles Growth Accelerator Recruiting input for both CG/CPC Management as well as broader Citi Wealth audiences.

• Supports program plans meet business needs as described in the program initiation documents.
• Ensures all stakeholders are identified and included in scope definition activities and understand the program schedule and key milestones.
• 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:

• 6-10 years of experience
• Negotiate skills with external parties.
• Required: US FINRA Registration: SIE; Series 7;
  • Must meet ALL US FINRA Registration requirement within 150 days of hire date.

Education:

• Bachelor’s/University degree or equivalent experience, potentially Master’s degree

Anticipated Posting Close Date:

Responsibilities:

• Execute against key priorities for the Lending business across multiple countries/jurisdictions and business divisions
• Ensure stakeholder buy-in for strategic initiatives, including key stakeholders across the three client segments
• Partner with leadership team to set goals for Lending and ensure tracking and ROI measuring are in place for all initiatives
• Supports medium- to long-term plans and functional strategies requiring coordination and integration across units, both within Wealth and the broader Citi organization
• Partner with leadership team on resource allocation, productivity initiatives and realization of cost efficiency
• Drive culture and people initiatives
• Act as delegate for Lending head when required in certain meetings
• Oversee the design, enhancement, implementation, reporting, and oversight of budgets, financials, operations, human resources and compliance by way of systems, processes, workflows, procedures and the assessment of existing environments and anticipated changes
• Engage in cost management activities as appropriate
• Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets
• Management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc.
• Has authority to negotiate and make independent decisions on issues/activities that have critical impact or influence on the global Lending team.
• Develop business cases to drive strategic partnership across Wealth that give Citi a competitive advantage with clients

Qualifications:

• 10+ years of relevant experience in financial services
• Strategically minded with track record of execution excellence
• Hands-on orientation with the demonstrated ability to set up internal processes to communicate and resolve issues
• Proven financial acumen, critical thinker with ability to provide an impartial, consultative and solutions-oriented approach
• Comprehensive knowledge of general IT infrastructure, Human Capital Management (HCM) and financial advice-related compliance
• Demonstrated leadership and management abilities with commitment to client and team member experience, goals of practice and productivity
• Demonstrated planning, delegation, financial reporting and budgeting skills
• Consistently detail-oriented, goal-oriented and able to work in a team
• Excellent communication skills required in order to influence a wide range of audiences
• Prior success working in a large, highly-matrix and complex organization; able to set priorities and 'triage' in a fast-paced, dynamic environment
• Technical knowledge, in-depth knowledge of Profit and Loss (P&L) and understanding of end to end business operating systems.
• Customer and client focus; record of achievement in applying a client centric mindset to shape solutions and approaches

Education:

• Bachelor's degree/University degree or equivalent experience
• Master's degree preferred

Anticipated Posting Close Date:

As part of our group of innovative thinkers, you’ll be at the forefront of disrupting and revolutionizing the industry, tackling complex challenges to meet the needs of our front office users and clients. In this role, you will manage different technology teams tasked with the buildout of a global federated customer master and related automation of customer processes.

This role requires a strategic thinker with expertise in analytics, data management, and wealth management. The individual will work closely with front-office users (bankers, service members, etc.) and our technology teams to draft requirements, process flows, and design future state solutions. This individual will be responsible for day-to-day management of multiple technology squads helping to prioritize decisions and requirements. Key Competencies required for the role include Strategic Thinking, Decision Making and Problem Solving, Project Management and Execution, Innovation and Continuous Improvement, and Adaptability and Resilience. A background in data management and data modeling will be an added benefit.

Responsibilities:

• Use your strong analytical skills to identify, collect, organize, analyze, clean and disseminate significant amounts of information with attention to detail and accuracy.

• Collaborate with cross-functional teams to define data requirements, identify data sources, and collect and preprocess data

• Lead working sessions with front-office users to understand pain points, draft requirements, and design future processes

• Define and document processes to improve and optimize future opportunities

• Own the product roadmap for the GFCM squads and customer processes

• Collaborate with engineering, data and analytics teams to design, build, and enhance tools for rollout against the product roadmap

Qualifications:

• A minimum of 6 years of relevant business data analysis experience.

• Bachelor's Degree in Computer Science/Business Management/Engineering, advanced degree is a plus

• Strong data analysis skill (e.g. SQL) along with an understanding of technical patterns used to consume and process data at scale

• Experience with leading digital initiatives as a Product Owner in Agile development process.

• Extensive experience working with engineers and developers to understand what is technically possible, how to translate customer’s needs into technical requirements that delivers scalable, reliable, and standardized data solutions.

• Strategic, results-driven and passionate about designing best-in-class digital experiences and staying at the forefront of cutting-edge technology in the servicing space.

• Ability to communicate effectively with both technical and non-technical audiences.

• Strong leadership and teamwork skills, with the ability to collaborate effectively across various teams and organizations to get the job done.

• A proven track record of problem-solving, adaptability, and creativity in addressing complex challenges.

• Familiarity with Wealth Management business processes and front office users is extremely desirable.

Anticipated Posting Close Date:

Responsibilities:

• Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (ex: ATM, Online, Mobile, etc.)
• Act as a subject matter expert for the branch and remain flexible in position based on branch coverage needs.
• Continuously learns new and existing products through sales aids (features, benefits, fees, etc.) demonstrating positive, can-do attitude and customer first culture.
• Provide exceptional service delivery to our internal and external customers to resolve account service issues and respond to customer inquiries promptly and effectively.
• Is knowledgeable about the client’s accounts and business with the bank and uses sound judgment with customers and transactions
• Energetically greet and interact with clients on the bank floor to proactively identify and address client sales and service needs; appropriately convert service requests into sales or referrals
• Required to approach and engage clients in the branch lobby to demonstrate expertise in digital capabilities and to identify the financial needs of the clients. May require standing 60-70% of the work day
• Ability to use the various marketing tools and digital technology available in the branch to present product offers and financial solutions to existing and potential clients (e.g. sales wall, tablet, smart phone, workbench, iPads, etc.)
• Connect clients to the appropriate partners as necessary (e.g. leverage video conference for FA, mortgage specialist, etc.)
• Take full ownership of clients’ problems to resolve client complaints/issues promptly and effectively to ensure complete client satisfaction with resolution
• Recognize transaction needs of clients, direct them to the alternative self-service channels and provide assistance with self-service as needed
• Educate clients on self-service capabilities and encourage use of digital service channels (e.g. Online, Mobile, ATM, TCR, Teller Assist Unit, if applicable, etc.)
• Exercises ownership and ensure all follow-up items are complete or handled off to the appropriate individual(s) and work harmoniously with multiple team members
• Engage the Citi client by welcoming them with a warm friendly smile, pleasant demeanor, using the client name, whenever possible, and thanking them for doing business with Citi
• Executes financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing
• Listens carefully to the client and willingly assists with any questions or problems the client has
• Makes sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed
• Shows initiative, empathy and proactively prevents and handles problems with clients while assisting other tellers as well
• Create a warm, welcoming and friendly environment for customers and employees by foster teamwork in the branch to ensure a positive overall customer experience.
• Effectively executes all service transactions (e.g. deposits, payments, address changes, replacement card orders, disputes, etc.) and sales (including opening accounts, credit cards, etc.) referral routines to deepen client relationships
• Adheres to and comply with Citibank policies, standards, operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets
• Duties may include managing the supply of cash for branch needs based on business demand, in addition to managing incoming/outgoing cash shipments/maintains vault cash, including buying and selling of cash with branch Tellers and ATMs, as needed (including competence in using teller NBS system & cash recycler to assist customers)
• Good leadership skills and the ability to motivate others
• Actively promoting and participating in branch incentive program(s) by promoting and participating in a sales and service programs consistent with Citi’s business plan goals
• Providing working leadership and guidance to peer Concierge or Tellers through assignment of work and technical guidance, when needed
• Assisting and providing coverage for leadership team with leading by example
• Provide feedback to management on ways to enhance sales processes and service delivery
• Providing coaching and education to the other Universal Bankers or Tellers regarding Digital capabilities, transaction processes and priorities, including a streamlined sales & service process, digital first approach, focus on client problem resolution and effective utilization digital technologies
• Resolving complex client issues or needs; connect with relevant specialists or senior leaders as needed

Qualifications:

• 1-3 years relevant experience
• Required Skills:
  • Experience with face-to-face customer service, digital engagement and basic sales/referrals
  • Open, client service orientation and desire to help customers is required
  • Sales experience desired
  • Excellent verbal and written communication skills
  • Analytical and problem solving skills
  • Basic computer and digital tools skills
• Preferred Skills: Retail experience

Education:

• High School diploma or equivalent

Anticipated Posting Close Date:

Key Responsibilities

• Hold primary responsibility for helping to set the strategic direction and driving tactical execution of engagement on public policy in Korea impacting the bank. Includes:
  • Identify, analyze, prioritize, and regularly communicate issues and implications;
  • Build internal consensus on positions regarding policy changes; and
  • Develop and manage the execution of a strategy to address identified issues.
• Coordinate on policy advocacy with the Citi Chief Country Officer and Banking Head, heads of business in Korea, the head of the Citi JANA and Asia South government affairs head in Australia, and colleagues in Citi in roles such as communications, branding and marketing.
• Be a value-added resource to senior management and business leaders to provide insight and guidance on relevant political, legislative, and regulatory developments and risks and opportunities in Korea.
• Create and execute strategic stakeholder engagement and meeting plans that build and strengthen relationships between Citi’s senior business leaders, external clients and senior Korean and US government officials.
• Build and strengthen productive relationships with officials and external groups setting and influencing public policy, including senior officials, other relevant Ministries, public institutions, the US Embassy, key trade association meetings/working groups, and peer institutions.
• Represent Citi in public fora and in meetings with government officials when appropriate.
• Assist the franchise advance business with the government and public institutions.

Qualifications

• Bachelor’s degree required; advanced degree preferred.
• Prefer 15 years of experience in government relations either from government, a major corporation, trade association or other business organization, and/or a private law or government affairs firm that is devoted to Korean government relations.
• Prefer experience with US and Korean government officials and business leaders at the most senior levels. Experience with leaders in other countries in the region is a plus.
• Experience working on financial services issues preferred.
• Excellent communications skills to influence and build trust with a wide range of audiences.

Competencies

• Executive Leadership: Proven experience in leading, influencing and developing executive level relationships. Experience with building, coordinating and engaging colleagues and networks between geographies, products, and functions both externally and internally.
• Collaboration and Influencing: A team player that can demonstrate an ability to build and maintain strong relationships that build trust and confidence with key internal and external stakeholders. Candidate needs to be able to interact and communicate effectively and comfortably, with credibility, honesty and transparency, to a wide range of audiences including Citi senior executives and high-level government officials.
• Business Acumen and Results Orientation: The candidate needs to be self-motivated with the ability to manage a set of deadlines and deliverables with limited supervision and take ownership of issues in a constantly changing corporate environment. A self-starter who can think strategically as well as tactically to help address problems or advance business objectives, with the ability to improvise and adapt while being comfortable with ambiguity.
• Public Policy and Political Knowledge. The candidate should understand the relevance of government action on business decisions, have significant knowledge of the intersection of Korean and U.S. political trends and financial services policy as well as in regional and international fora that affect Citi business in Korea, be able to assimilate and summarize large amounts of information to analyze political risks and translate into strategy; and demonstrate proven capacity to design and implement a government relations strategy within a complex regulatory environment.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

근무조건

• 급여 및 복지조건 : 회사 내규에 따름
• 근무지역 : 서울 종로구 새문안로50, 한국씨티은행 본점

전형절차

• 서류전형 > 면접전형 > 사전점검/채용검진 > 최종합격
• 전형일정 및 각 전형 별 합격발표는 이메일을 통하여 면접 대상자에게 개별 안내 드립니다.

접수방법 및 기간

• 지원방법 : 당행 채용 site 접속하여 온라인 지원
• 제출서류 : 영문이력서 1부
• 접수기간 : 채용시까지
• Rolling Base 인터뷰 진행 (지원서가 접수된 순서대로 검토하며, 채용후보자가 조기에 선발되는 경우 접수기간 중이라도 채용 공고 종료 가능함)

유의사항

• 구직자 본인의 용모, 키, 체중, 출신지역, 혼인여부, 재산과 구직자 본인의 직계 존비속 및 형제자매의 학력, 직업, 재산의 정보는 기재하지 마시기 바랍니다. (채용절차의 공정화에 관한 법률 제4조의 3)
• 온라인을 통해 접수한 이력서는 반환하지 않습니다. (채용절차의 공정화에 관한 법률 제11조)
• 부정한 행위(예: 채용청탁 등)를 통해 합격한 사실이 확인된 경우, 합격이 취소될 수 있으며 향후 채용에 제한이 있습니다.
• 장애인/보훈대상자의 경우 서류전형에서 우대
• - 장애인은 ‘장애인복지법 시행령’ 제2조에 따른 장애인 기준에 해당하는 자 또는 ‘국가유공자등 예우 및 지원에 관한 법률 시행령’ 제14조 제3항에 따른 상이등급 기준에 해당하는 자를 말합니다.
• - 보훈대상자는 ‘국가유공자 등 예우 및 지원에 관한 법률’등에 의한 취업지원 대상자를 말합니다.
• - 지원 시, 해당 사실을 증빙할 수 있는 서류를 추가 제출 바랍니다 (개인정보 마스킹 필수).
• 문의: 한국씨티은행 인사운영부 ( )

Time Type:

Role and Responsibilities include, but are not limited to:

• Define and drive the strategic agenda for the Services Marketing organization’s MarTech roadmap, mobilizing key partners across the end-to-end ecosystem inclusive of near term & long-term priorities for critical domains e.g. campaign management & workflow, content management, channel management & delivery, audience management, etc.
• Design and deliver prioritized MarTech stack capabilities and infrastructure strategies roadmap for the e Services Marketing organization aligned with the Services business priorities, the initiatives of the Marketing Innovation and Content team within the centralized Marketing and Content organization, and firm-wide policies, and global regulations.
• They must also be able to secure necessary resources and processes to successfully deliver on plan. Responsible to deliver Adobe content stack, enabling dynamic, personalized digital content, and testing capabilities. In addition, build next generation offer management infrastructure to enable real-time, always on, customer level promotional offers.

• Responsible for managing the oversight of the marketing platform capabilities and infrastructure that spans traditional and non-digital marketing needs.

• Track and manage the multi-year and multi million investment for MarTech Book of Work.
• Ensure the proper control and operational models are designed, socialized and adopted upon migration to new capabilities and establish automated reporting and analytics to deliver robust insights on transformation KPIs
• Appropriately assess risk when business decisions are made, demonstrating 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.

Skills and Competencies

• 15+ years of experience with leading digital transformation and integration of MarTech projects including Seismic, Workfront, Adobe AEM, Offer management tools, Pega, Salesforce marketing cloud, etc.
• 8-10+ years of managerial experience with high performing Marketing Technology solution teams
• Experience with marketing technology architecture, backend systems, data dependencies, and front-end interfaces that are required to implement and execute digital marketing campaigns

• Analytical and conceptual thinker with ability to operate in “white space” with experience in both building strategy and executing it with demonstrable results and outcomes

• Customer-centric and tech-savvy product leader that has driven technical and operational teams to solutions that focus on delivering outstanding experiences supported by agile and efficient operational processes.
• Executive leadership skills and demonstrated success in conveying complex concepts, solutions, and relevant business impacts to leadership audiences to gain support and sponsorship for projects.
• Strong interpersonal skills and demonstrated success in building collaborative relationships with the ability to influence the development and execution of key strategies/initiatives
• Expert knowledge of the industry and direct competitors' products/services to drive to the commercial objectives of the business, as well as thorough understanding of strategic direction of the function within the business

• Act as a change management champion, educating the greater marketing organization on how to leverage new capabilities to drive their strategy.

• Bachelor’s/University degree, Master’s degree preferred

Anticipated Posting Close Date:

Responsibilities:

• Articulate compelling global and regional investment themes, effectively positioning our solutions and strategies internally and externally
• Help develop and communicate the organization’s market and economic views, and how these views translate into portfolio strategy
• Thorough understanding of portfolio construction, risk management issues, and quantitative methods for evaluating investment portfolios
• Implement best practices in investment research methodologies among the team continuously reviewing research processes to enhance breadth, accuracy and high quality of data research
• Mentor and develop capabilities of research analysts on the team
• Establish and conduct risk assessments in current research practices

• Must have marketable communication enabling advisors to maintain strong relationships with clients by providing sound fiduciary investment management advice aligned with CIO's investment strategies

• Monitor investment themes and support the development of asset allocation views

Qualifications:

• Advanced Technical knowledge of asset allocation and portfolio construction
• Attention to detail in financial modeling and forecasting
• Thorough understanding of risk management issues, and quantitative methods for evaluating investment portfolios
• Experience applying financial modeling and statistical analysis tools
• Knowledge of a wide range of asset classes, financial instruments, and strategies
• Strong client-facing skills
• Excellent communication skills
• Proven Partnership and Collaboration skills
• Research content must be marketable and actionable
• Travel: 25%+

Education:

• Bachelor's degree in finance, economics or related field. Master's degree strongly preferred
• Minimum of ten years in investment research or portfolio management of ultra-high net worth clientele
• Profession certificates such as CFA (Chartered Financial Analyst) is a plus

Anticipated Posting Close Date: