Global Head Wealth Platform Experience C16 jobs at Citi Group in United States, New York
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Citi Group Senior Wealth Advisor SAFE Act - Westchester United States, New York
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
Lead the strategic initiative to revise, update, implement and maintain new revenue share agreements between Wealth and other business units at Citi working closely with key stakeholder inside and outside...
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...
Lead both technical and non-technical cross-franchise initiatives and programs from conception through completion. Manage operational readiness initiatives, governance reviews and monitor program management. Partner across the organization to develop executable...
Help develop proactive communications strategies, programs and tactics to promote products and services, across Payments, Trade, Liquidity, Securities Services and Digital and Data Platforms. Work with the team to maintain,...
Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards. Review and approve the Business Monitoring Quarterly summary and serve as...
Calls on clients to drive wallet penetration offering solutions to solve our client’s challenges and needs. Work directly with the NEXT/POG Heads in continuously delivering client portfolio insights that help...
Build relationships with new clients with the goal of bringing in new bank and brokerage assets. Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through...
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