Lending is a key product offering within Citi Wealth. Global Lending partners with all three Citi Wealth client segments, Citi Private Bank, Wealth at Work and CitiGold/Citi Private Clients, to provide lending solutions as part of their wider Citi relationship. The types of loans provided include Securities Based Loans, Residential Mortgages, Commercial Real Estate financing, loans against less liquid financial assets along with aircraft, fine art and other personal assets.
Responsibilities:
- Execute against key priorities and strategy for the Lending business across multiple countries/jurisdictions and business divisions
- Ensure strategic goals that guide future growth and development of uplift projects and investments are prioritized and translated into tactical business plans with mechanisms for key measurements in place to monitor progress
- Ensure stakeholder buy-in for strategic initiatives, including key stakeholders across the three client segments
- Partner with leadership team to set goals for Lending and ensure tracking and ROI measuring are in place for all initiatives
- Develops medium- to long-term plans and executes functional strategies requiring coordination and integration across units, both within Wealth and the broader Citi organization
- Lead business routines & program manage strategic initiatives
- Own resource allocation, productivity initiatives and realization of cost efficiency
- Drive culture and people initiatives
- Act as delegate for Lending head when required in certain meetings
- Oversee the design, enhancement, implementation, reporting, and oversight of budgets, financials, operations, human resources and compliance by way of systems, processes, workflows, procedures and the assessment of existing environments and anticipated changes
- Engage in cost management activities as appropriate
- Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citi, its clients and assets
- Management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc.
- Has authority to negotiate and make independent decisions on issues/activities that have critical impact or influence on the global Lending team.
- Develop business cases to drive strategic partnership across Wealth that give Citi a competitive advantage with clients
Qualifications:
- 10+ years of relevant experience in financial services
- Strategically minded with track record of execution excellence
- Hands-on orientation with the demonstrated ability to set up internal processes to communicate and resolve issues
- Proven financial acumen, critical thinker with ability to provide an impartial, consultative and solutions-oriented approach
- Comprehensive knowledge of general IT infrastructure, Human Capital Management (HCM) and financial advice-related compliance
- Demonstrated leadership and management abilities with commitment to client and team member experience, goals of practice and productivity
- Demonstrated strategic planning, delegation, financial reporting and budgeting skills
- Consistently detail-oriented, goal-oriented and able to work in a team
- Excellent communication skills required in order to influence a wide range of audiences
- Prior success working in a large, highly-matrix and complex organization; able to set priorities and 'triage' in a fast-paced, dynamic environment
- Technical knowledge, in-depth knowledge of Profit and Loss (P&L) and understanding of end to end business operating systems.
- Customer and client focus; record of achievement in applying a client centric mindset to shape solutions and approaches
Education:
- Bachelor's degree/University degree or equivalent experience
- Master's degree preferred
Full timeNew York New York United States$250,000.00 - $500,000.00
Anticipated Posting Close Date:
Apr 07, 2025View the " " poster. View the .
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