Wealth Cre Underwriting Portfolio Team Lead 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...
Execute Citi’s Data Transformation strategy across all products, ensuring that data standards are defined for reference data and implemented globally to enable consistent process for acquiring, persisting, and delivering Data....
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...
·Supports planning, directing and coordination of day-to-day activities of running a program or portfolio of programs. ·Identifies stakeholders and key organizations and build and manage relationships. ·Directs the creation of...
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...
Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management. Advise on directional strategy and provide guidance on significant business/product decisions....
Responsible for legal support activities related to legal operations, litigation/discovery/settlements or negotiation and contract administration. Collaborates across control/support functions, lines of business and the legal team on programs, projects 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...
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