Wealth Head Program Project Execution jobs at Citi Group in United States, New York
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Citi Group Wealth Relationship Manager SAFE Act - Bronxville United States, New York
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
Supporting CLRA initiatives, such as:Maintaining USPB & Wealth RoTCE framework documentation and communicationsReview/challenge of business capital attribution methodologiesReview/challenge of financial resource forecastsEvaluating business investment initiative capital attribution and returnsCapital attribution...
Data & AI Strategy Execution: Support the execution of key initiatives, including Gen AI, cloud-based architecture, business intelligence, and the Next Best Action platform. Data Monetization and Innovation: Analyze, develop,...
Create and continuously improve the business’ analytics library including researching and devising innovative statistical models for data analysis. Critically evaluate and improve the data sources that the business uses today...
Centralize and standardize accounting into global accounting hubs and sub-ledgers. Implement a standard sub ledger and general ledger for the firm. Replace Citi’s current Operating and Reporting ledgers, including those...
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...
Review, analyze and interpret new IRS information reporting and withholding tax guidance (e.g., laws, rules, & regulations), as well as new FATCA and CRS guidance, and partner with designated lines...
Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills....
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