Wealth - Integrated Client Engagement Manager Director jobs at Citi Group in United States, New York
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705 jobs found
08.04.2025
CG
Citi Group Wealth FP & Group Manager - SVP NEW YORK United States, New York, New York
This role is the Wealth FP&A Planning – Executive Decision Support and QMMF / CCAR Lead for overall Wealth. It’s a key role to pull together analysis, forecasting, and all...
Deliver audit reports, Internal Audit and Regulatory issue validation and business monitoring and governance committee reports. Lead reviews for all types of reviews, including the most complex, and review and...
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...
Originate transactions through product pitches / marketing to the sales force and clients. Lead approval process of new products and bespoke transactions. Lead execution of mandated transactions. Be an integral...
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...
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...
Work closely with mortgage originating businesses to remediate validity, quality and syntactical errors in accordance with the Home Mortgage Disclosure Act (HMDA) and the Consumer Financial Protection Bureau Filing Instruction...
This role is the Wealth FP&A Planning – Executive Decision Support and QMMF / CCAR Lead for overall Wealth. It’s a key role to pull together analysis, forecasting, and all...
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