דרושים Vp Structured Finance Transaction & Relationship Manager ב-Citi Group ב-United States, New Castle

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:

The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness, particularly related to the branch office banking and investment relationships. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers, when needed.

This role acts as subject matter expert for the client experience in banking and investments for peers and manager, identifies process improvements to address client friction points and associated training needs that arise as a result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge as well as servicing best practices. Has responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales process, and operational functions. May have responsibility for planning, budgeting and influencing policy changes related to wealth management banking and investments. Involved in short-term planning of resources. Responsible for coordinating resources and support tools for new Advisor and Relationship Manager recruits to onboard clients.

Responsibilities:

• Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures.
• Interface daily with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded
• Coach and provide ongoing feedback to staff, identify training needs, and prepare developmental and training plans
• Regularly review processes to ensure maximum efficiencies while delivering superior service quality.
• Contribute to and drive tactical and strategic initiatives. Establish effective working relationships with operational and technology partners to jointly identify and resolve on-going issues.
• Regularly review internal control and regulatory requirements and self-test results to ensure that effective controls are in place. Work closely with the Global and Regional Market Managers to ensure that business initiatives are appropriately supported by Service.
• 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. 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.
• Acts as subject matter expert of banking and investment servicing. Identifies training needs and assists the Wealth Academy in creating job aids for service managers and CSAs
• Coordinate “SWAT” resources for both domestic and international Advisors who are new to Citi and need support in transferring client book to Citi (resources may or may not report directly to this role, however, this role will coordinate time, effort and collaboration with sales teams and leadership).
• Partners with National Client Service Manager to create and communicate CSA career path, to include a senior RCSA role that offers a differentiated team lead experience and builds a pipeline for potential CSM path.

Qualifications:

• 10+ years of experience
• Robust experience in business management and risk and control in a wealth management firm
• Experience leading high performing teams
• In-depth knowledge of client onboarding requirements, including KYC and AML
• Excellent verbal and written communication skills
• Required US FINRA: SIE, Series 7, Series 63 (or Series 66), and Series 24 (Series 9/10 accepted)

Education:

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

Anticipated Posting Close Date:

The Data Governance Foundation Sr Analyst is responsible for contributing to the development of new techniques and improvement of processes and workflow.Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization.

Responsibilities:

• Consult with end users to support defining, and/or integrating processes to align with the enterprise Data Governance roadmap and/or Data Risk and Control framework and taxonomy
• Provide technical knowledge to ensure efficient design, development, and implementation of complex projects
• Review and evaluate work of others
• Leads system change process from requirements through implementation
• Applies good understanding of concepts and procedures within own business analysis area to resolve issues
• Monitor and report governance metrics including Data Governance adoption and maturity
• Monitor alignment of processes across business, functions and lines of business to the Enterprise Data Governance Policy and standards to meet its specific requirements
• Contribute to producing recommendations for enterprise-wide guiding policies, standards and procedures

Qualifications:

• 5-8 years relevant experience in a Data Governance, Data Management or related area
• Strong project management skills
• Optimizes work processes by knowing the most effective and efficient processes to get things done, with a focus on continuous improvement
• Ability to anticipate and balance the needs of multiple stakeholders, while monitoring tight deadlines or unexpected requirement changes
• Ability to communicate effectively
• Proficient in the use of basic Microsoft applications (Word, Excel, PowerPoint)
• Wholesale Lending background

Education:

• Bachelor’s/University degree or equivalent experience required

Anticipated Posting Close Date:

What you’ll do:

• Leverage a strong understanding of the business to drive strategy, key stakeholders and business capability and create solution roadmaps across various business portfolios that breaks down silos to provide a best-in-class product experience.

• Fulfilling a product role driving Key Fund Service Programs focused on Simplification and move to common initiatives

• Work with Programme Sponsor to develop business cases, budget initiatives, and conduct cost benefit analysis is in line with business objectives.

• Work as Product, Program Manager / Owner and Execution lead. Leading in planning, directing and coordination of day-to-day activities of running a programme or portfolio of programmes within Fund Services.

• Partner with product management teams and product delivery executives to ensure roadmaps and implementation strategies are aligned to technology and business investments.

• Develop business cases, budget initiatives, and conduct cost benefit analysis is in line with business objectives.

• Work closely with all technical partners to align strategic technical investments to the target state business architecture or justify any deviations.

• Collaborate with stakeholders across product, operations, and technology to define, prioritize, and implement product enhancements and new product offerings.

• Develop and maintain comprehensive program execution plans, including timelines, resource allocation, and risk management strategies.

• Lead efforts to establish, formalize and communicate business solutions and educate business stakeholders particularly the client teams on value and importance of proposed solutions.

• Manage the product lifecycle from conception through launch, ongoing maintenance, and eventual retirement

• Present regular updates to clients and senior management on program status, key deliverables, risks, and realized business benefits.

• Ensure all product-related activities comply with relevant regulatory requirements and internal policies.

• Develop and communicate the product strategy & governance principles aimed at optimizing straight-through processing and guaranteeing the timeliness, completeness, accuracy, and internal consistency of financial reporting, business processing, and overall client experience success.

What we’ll need from you:

• Self-motivated, independent, multi-tasker, willing and able to take ownership of various parts of an initiative. Ability to effectively deliver under time pressure, clarifying ambiguity as needed to deliver against expectations

• At least 5 years relevant project/program management experience, preferred experience in running large programs of work for Securities Services

• At least 5-10 years’ experience preferred in leading and developing project teams/professionals through dynamic growth and delivering saves, planning capacity

• Work closely with Product owners to develop and drive product roadmaps that are inclusive of business operations and technology future change needs that have a keen eye on client experience.

• Track of record in standardizing and driving procedures and policies across program and project management practice

• Ability to effectively deliver under time pressure, clarifying ambiguity as needed to deliver against expectations

• Ability to coordinate and tie break in complex and siloed organizations through Influence and develop strong relationships by driving value added change.

• Self-motivated, independent, multi-tasker, willing and able to take ownership of various parts of an initiative.

Qualifications:

• 5 years of experience minimum.

• Should demonstrate a commitment to quality and attention to detail

• Excellent interpersonal relationships with ability to influence and negotiate with stakeholders

• Critical thinking and problem-solving skills

• Understanding of Technology and Program Execution

Education:

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

Anticipated Posting Close Date:

Key Responsibilities:

· Engage and coordinate with key stakeholders, including Record Management Officers (RMOs), Data Owners, Data Stewards, Technical Developers, Enterprise Data Teams, and the Services Data Team

· Support efforts to implement systematic controls and intuitive workflows to enforce track and enforce Data Privacy across the Services Data Ecosystem

· Create and maintain a product vision aligned to business priorities, key user needs, and organizational OKRs

· Act as product owner / manager for Data Privacy work to satisfy enterprise policies and regulatory requirements

· Collaborate with data stakeholders and other business areas to capture requirements for data privacy use cases

· Work with Product and Technology to find innovative ways to integrate Data Privacy controls into Services’ self-service technologies

· Partner with functions, lines of business and regions to define the prioritized scope for completing Data Privacy outstanding items

· Develop short to medium term plans to execute functional Data Privacy strategies

· Continually, succinctly, and clearly communicate progress and results against the Data Privacy agenda to stakeholders across the organization

Qualifications:

· 6-10 years of relevant experience in Banking, Financial Services

· Bachelor's degree required; Masters is a plus

· Experience working as a product manager or product owner, in an Agile environment, collaborating with technology to understand stakeholder needs and translate into business requirements and features

· Experience in leading the design, development and management of automated solutions that address user pain points, enable self-service and drive efficiency

· Ability to manage through ambiguity by making sense of complex, high quantity and sometimes contradictory information to effectively solve problems

· Communicates effectively: develops and delivers clear communication both written and verbal, tailored to the needs of different audiences

· Experience leveraging glossary, lineage and data quality tools to drive governance

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

Personal Skills:

· Self-motivated & accountable – Have a ‘Can do’ and ‘Get it done’ attitude – do whatever necessary and take full ownership of delivery

· “Product” mindset focused on users, pain points and value-creation delivering solutions

· Product Management Skills, ability to lead cross functional teams towards a common vision

· Superior communication skills – able to clearly articulate complex strategies/techniques and ideas, in both oral and written form, to senior management, with associated poise

· Execution oriented – doesn’t remain in the theoretical; is able to make choices/decisions in the name of delivering rapid business impact

· Bias for change – actively seeks out ways to improve processes, people, etc.

· Influencing skills – able to influence outcomes without necessarily direct authority; experienced in navigating large complex organizations to achieve results

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

Anticipated Posting Close Date:

TheResponsibilities:

• The role holder will be required to apply in-depth knowledge of custody services, contributing to the development of new techniques and the improvement of processes and work-flow. The candidate will be required to integrate subject matter and industry expertise, as well as evaluating moderately complex and variable issues with substantial potential impact, and application of problem solving skills in the development of solutions.

• Working closely with all members of the Custody Team, assist with the daily administration and servicing of the Custody Product to Private Bank clients nationwide.

• Act as a source of technical expertise within the team, keeping abreast of developments and offering support and guidance

• Support team members and team leader with handling all custody related aspects of CPB relationship, provide support and guidance to junior members of the team

• Deal with complex issues and challenges as they arise

• Ability to work well with other CPB product partners in meeting client expectations

• Resolve client inquiries and issues on a timely basis and as accurately as possible, provide solutions to escalations

• Direct contact with clients and their attorneys, accountants, third party vendors, representatives, pertaining to requisition payments, call back, etc.

• Interaction with Private Bankers, Banker Associates, Service Officers, and other internal constituents as necessary

• Ensure compliance with all legal and regulatory policies and requirements of the Private Bank

• Resolve client inquiries and issues on a timely basis and as accurately as possible through effective and efficient use of Private Bank resource

• 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, with 4+ years inGlobal Custody experience

• Ability to work in a high-volume and fast-paced environment

• Excellent verbal & written communication skills

• Problem solving, project management, analytical skills

• Experience of guiding / supporting junior team members

• MS Office experience

Education:

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

Anticipated Posting Close Date:

ICM’s objective is to provide integrated “end-to-end” credit underwriting, identification, measurement, management, and monitoring for wholesale credit

The Infrastructure Finance (IF) and Clean Energy Finance (CEF) Underwriter will cover large and complex relationships globally and will manage the underwriting process. The IF/CEF Underwriter will be responsible for all underwriting activities including credit memo production and transaction diligence. Developed
communication and diplomacy skills are also required in order to guide, influence and convince others across functional groups. An Infrastructure Finance and Clean Energy Finance Vice President in ICM-UW will cover various infrastructure assets across the globe via debt and tax equity financing. This role reports directly to the Head of IF and CEF Underwriting.

Responsibilities:

• Interface with and support bankers in underwriting requests for credit extensions for new and existing clients with ownership responsibilities for sound credit decisions and compliance with internal procedures/credit risk policy guidelines and standards

• Adoption of leading practices in credit analysis, underwriting, and monitoring, including the end-to-end underwriting process, from early origination discussions to development of credit approval memos, and senior approval forums

• Prepare a detailed written credit analysis of transactions by analyzing the project company, performing detailed financial analysis, identifying the strengths and prevailing risk factors and rendering a final credit decision

• Perform credit and financial statement analysis on borrowers, guarantors, and co-borrowers in order to assess debt repayment capacity based on cash flows

• Perform industry and geographical research and other due diligence as needed.

• Maintain compliance with bank credit policies/practices and regulatory policies to ensure business unit is in adherence to the above and receives satisfactory ratings from internal and external auditors.

• Assists business unit goals by continuous identification of process improvements and efficiencies that reduce costs and improve customer service levels. Work with management team on prioritization and implementation of approved actions

• Provide backup support to Credit Underwriting Group Manager, lead projects and initiatives and mentor junior level Credit Officers as needed.

• Other duties as required to support business unit and company goals.

• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the fi rm'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 previous credit authority experience. Prior experience working in a regulatory and compliance policy environment

• Proven analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry/competitive analysis and projections; including complicated business structures with foreign subsidiaries and/or parent organizations.

• Demonstrated knowledge of intermediate accounting theory and its practical application in the credit underwriting process

• Excellent organizational skills, prioritizing capabilities, attention to detail, and the ability to complete assignments within required deadlines in a fast-paced environment

• Effective inter-personal and written/verbal communication skills

• Thorough problem recognition and resolution skills

• Pro-active disposition with ability to work autonomously and within a team Proficient in various spreadsheet and word processing applications (Excel and Word), including the use of graphs and charts and financial analysis software

• Typically deals with complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting needs.

• Requires good analytical skills in order to filter, prioritize and validate potentially complex material from multiple sources.

Education:

• Bachelor’s Degree in Finance, Accounting, Economics or equivalent field. Master’s degree preferred

Anticipated Posting Close Date: