דרושים Resolution Recovery Planning – Capabilities Testing Monitoring C15 ב-Citi Group ב-United States, New York, New York

Role and Responsibilities include, but are not limited to:

• Define and drive the strategic agenda for the Services Marketing organization’s MarTech roadmap, mobilizing key partners across the end-to-end ecosystem inclusive of near term & long-term priorities for critical domains e.g. campaign management & workflow, content management, channel management & delivery, audience management, etc.
• Design and deliver prioritized MarTech stack capabilities and infrastructure strategies roadmap for the e Services Marketing organization aligned with the Services business priorities, the initiatives of the Marketing Innovation and Content team within the centralized Marketing and Content organization, and firm-wide policies, and global regulations.
• They must also be able to secure necessary resources and processes to successfully deliver on plan. Responsible to deliver Adobe content stack, enabling dynamic, personalized digital content, and testing capabilities. In addition, build next generation offer management infrastructure to enable real-time, always on, customer level promotional offers.

• Responsible for managing the oversight of the marketing platform capabilities and infrastructure that spans traditional and non-digital marketing needs.

• Track and manage the multi-year and multi million investment for MarTech Book of Work.
• Ensure the proper control and operational models are designed, socialized and adopted upon migration to new capabilities and establish automated reporting and analytics to deliver robust insights on transformation KPIs
• Appropriately assess risk when business decisions are made, demonstrating 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Skills and Competencies

• 15+ years of experience with leading digital transformation and integration of MarTech projects including Seismic, Workfront, Adobe AEM, Offer management tools, Pega, Salesforce marketing cloud, etc.
• 8-10+ years of managerial experience with high performing Marketing Technology solution teams
• Experience with marketing technology architecture, backend systems, data dependencies, and front-end interfaces that are required to implement and execute digital marketing campaigns

• Analytical and conceptual thinker with ability to operate in “white space” with experience in both building strategy and executing it with demonstrable results and outcomes

• Customer-centric and tech-savvy product leader that has driven technical and operational teams to solutions that focus on delivering outstanding experiences supported by agile and efficient operational processes.
• Executive leadership skills and demonstrated success in conveying complex concepts, solutions, and relevant business impacts to leadership audiences to gain support and sponsorship for projects.
• Strong interpersonal skills and demonstrated success in building collaborative relationships with the ability to influence the development and execution of key strategies/initiatives
• Expert knowledge of the industry and direct competitors' products/services to drive to the commercial objectives of the business, as well as thorough understanding of strategic direction of the function within the business

• Act as a change management champion, educating the greater marketing organization on how to leverage new capabilities to drive their strategy.

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

Anticipated Posting Close Date:

The VP will manage and execute compelling new creative experiences and messaging and implement a Test and Learn agenda. They will have strong performance marketing discipline and rigor in meeting and exceeding goals and KPIs driven by these marketing tactics. Prior experience in Retail Banking or Financial Services industry is preferred, as well as the ability to foster an environment of operational excellence and continuous improvement.

Key Responsibilities

• Design and flawlessly execute marketing campaigns to drive acquisitions growth.
• Own the campaign project management, working with internal partners to develop campaign schedules and ensure campaigns are delivered on time across channels.
• Focus on finding efficiencies within existing process to streamline and accelerate the campaign execution model.
• Track and analyze campaign results, providing updates to senior leadership and cross-functional partners on an as needed basis.
• 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 business experience.
• Direct to consumer marketing and banking products experience required.
• Creative design and content development experience preferred.
• MarTech and project management workflow tool experience (i.e. Confluence, Jira, Aprimo, iHandle, etc.) preferred.
• Requires attention to detail, advanced project management skills, good communication and problem-solving skills.
• Curious self-starter who can be partner-focused while coordinating multiple projects with varying timelines simultaneously.
• Comfortable managing projects and gaining alignment across multiple stakeholders.
• Superior attention to detail, with a process-oriented mindset.
• Excellent interpersonal, listening, and relationship-building skills.
• Strong communication and presentation skills.
• Promotes a culture of collaboration and teamwork across organizational boundaries.
• Comfortable working in a highly matrixed, complex environment

Education:

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

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:

The Operational Risk Officer is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business.

• Ensure the accuracy and timeliness of the annual CCAR/DFAST FR Y-14A and quarterly FR Y-14Q submission along with the Citi internal Quarterly Multi-year Multi-scenario Forecasting (QMMF), Global Systemic Stress Testing (GSST), and Resolution & Recovery Planning (RRP) aggregation and reporting processes.
• Oversee the end-to-end production cycle of Citi Operational Risk Capital / RWA under the BASEL Advanced Measurement Approach including UK-related capital forecasts for quarterly regulatory filings and releases
• Design and produce quarterly and ad-hoc reports and analytics enabling Operational Risk Management to proactively manage operational risks through regulatory deliverables, risk assessment, risk metrics, anticipation, and mitigation/recovery.
• Provide information and analysis, design and prepare presentation for senior level management reporting, as well as for Audit, Regulatory, and ad-hoc requests and queries.
• Develop and maintain close working relationships within Risk, DART, Operational Risk Management, as well as with other Business Segments, Technology support teams, and Control functions including IA, Finance, and Legal.
• Design and implement effective control processes to ensure accurate and timely reporting for our clients.
• Participate and implement automation Book of Work (BoW) projects, monitor and report Data Concerns Remediation Management (DCRM), and End-User Computation (EUC) tools, register and maintain Reporting Inventories, streamline and consolidation processes, controls, and procedures to improve productivity and align with Operating Guidelines, as well as compliance to laws and standards.
• Contribute to Consent Order milestone deliverables aimed to improve Citi regulatory reporting processes, Data Quality and Management, and internal controls and procedures.
• Other responsibilities also include providing analysis, commentaries and tracking current and historical Operational Risk capital and CCAR trends, as well as collaborating with model development/analytics teams to meet internal and regulatory reporting, review, validation and audit needs aimed to identify, measure, monitor and reduce operational risks.

Qualifications:

• The ideal candidate will have a BS or BA and 7+ years work experience in Risk or related control discipline (e.g. Risk Management, Reporting, Financial Control, Audit) Understanding of the Operational risk function and processes is a plus.
• Quick learner with excellent communication skills, team orientation, and ability to work with counterparts in different areas of organization and locations and directly or indirectly manage others
• Self-motivated individual who can take initiative and work independently.
• Keen analytical skills to synthesize, validate and analyze data and metrics.
• Strong critical thinking, problem solving and discovery skills.
• Capacity to maintain high attention to detail and accuracy are essential while working against demanding deadlines.
• Advanced knowledge of Microsoft Excel/Access required, familiarity with Tableau, Business Objects, or MicroStrategy is desirable. Experience in building and implementing models, CCAR reporting, Capital/RWA reporting is a plus.

Anticipated Posting Close Date:

Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals.

This individual will also work closely with Sales leadership to help identify client engagement opportunities to progress strategy and focus on increasing market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management, communication and influencing skills, and strong sales experience.

Key Responsibilities:

• Client Engagement – Partner closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics.
• Strategy Definition and Implementation – Define the operating and engagement model on how best to maximize the resources of the Firm to help assist clients. This will also require partnering closely with Financial Planning and Insurance Product Heads to support the continuous enhancement of our capabilities, tools and ensure client needs are being met with optimal client experience.
• Distribution Team Leadership – Effectively hire, mentor, retain talent and ensure a high-performance culture. Hold the distribution team accountable to client/ segment activity levels, performance metrics, results and adherence to our risk management process.
• Sales Material – Work with Financial Planning and Insurance Product to develop and enhance internal and external presentations & marketing materials for offerings; ensure regional needs are met with global consistency and sharing of best practices
• Education & Training – Intimately understand the current Planning offerings; partner with Product and Segment teams to schedule and lead internal training sessions (regional and global)
• 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:

• Location: New York
• BS/BA in finance, accounting, mathematics, statistics, or related field required; Master’s Degree preferred
• FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus

• 15+ years of relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management.
• Strong knowledge of trust principles, financial planning concepts and insurance product positioning
• Ability to think strategically and navigate through a complex business environment to deliver results.

• Strong work ethic, organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple priorities and deadlines
• Collaborative team player and transparent leader with positive approach
• Superior written and verbal communication skills and effective presentation skills across various mediums and audiences
• Ability to travel

Anticipated Posting Close Date:

• Manage forward looking processes including forecasts, strategic/operating plans, monthly outlooks, and review results against plans monthly

• Lead a team in conducting month-end close processes including the consolidation of flash estimates, monitoring general ledger bookings, and creating detailed variance analysis and commentary for senior management

• Lead balance sheet management with frequent reviews of internally developed software assets and serve as the Subject Matter Expert (SME) on topics of internally developed software

• Participate in quarterly review of balance sheet trends and strategic forecasts with technology managers and chiefs of staff as well as perform analysis of financial performance of Citi and its competitors

• Generate analytics for quarter end flash results, related highlights, board of directors reports, and executive management reports as well as contribute to quarterly competitor reviews, quarterly annotated supplement, and quarterly investment reports

• Lead the estimation of risk capital and embed estimation and other metrics of capital usage into management reports and decision processes

• Prepare/present to senior management and stakeholders on using metrics to evaluate and drive business decisions

• Implement financial initiatives and manage work of the department ensuring appropriate staffing and organizational structures are in place

• Partner with the revenue areas to improve efficiency, effectiveness, productivity, and/or control

• Manage and direct individuals within the infrastructure area through relevant direct reports

• 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

• 15+ years of relevant experience

• 8-10+ years of managerial experience

• Experience in financial services

• Demonstrated financial modeling skills with the ability to drive top down strategic and operational plan

• Consistently demonstrates clear and concise written and verbal communication

• Ability to build and maintain relationships and interact at all levels of an Organization

• Demonstrated leadership skills

• Demonstrated problem-solving and decision-making skills

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

Anticipated Posting Close Date:

Responsibilities:

• Reviews and approves comprehensive regulatory capital technical interpretation memos and discusses with Finance seniors and Risk second line of defense.
• Collaborates with key stakeholders across the organization (e.g., Risk Management, Accounting Policy, Legal, Product Control, Regulatory Reporting, and the businesses) to ensure proper due diligence of transactions from a U.S. Basel regulatory capital interpretive perspective.
• Advises the business on the regulatory capital treatment during the structuring phase of transactions and provide the U.S. Basel regulatory capital conclusions.
• Designated Lead for Basel interpretive policy manuals to ensure accuracy and compliance with U.S. Basel III regulations.
• Provides input to quality assurance and transformation teams, as necessary.
• Designated Lead for regulatory capital training materials.
• Reviews and approves Business Requirement Documents (BRDs) prepared and owned by Capital Controllers.
• Participates in cross-functional working groups supporting the day-to-day implementation of regulatory capital requirements.
• Reviews and approves ad hoc materials that may be presented to senior management, regulators, or others.

Qualifications:

• 15+ years of experience analyzing and interpreting U.S. Basel regulatory capital regulations and U.S. banking regulatory reporting forms and instructions.
• Ability to navigate through a large organization to promote and build consensus around interpretations and viewpoints.
• Exceptional oral and written communication skills, with ability to synthesize complex concepts and make accessible to senior management, and influence change through subject matter expertise and gravitas.
• Deep understanding of financial products, U.S. banking statutes, and U.S. banking agency regulations and supervisory oversight.
• Strong technical problem-solving skills and an ability to identify interpretive issues and bring together the right team to solution them.
• Ability to manage competing priorities and tasks in a complex and dynamic and work well as part of a team.

Education:

• Bachelor's/University degree in Finance or Accounting, Master's degree preferred.

Anticipated Posting Close Date:

The ORM Foundational and Capital / Stress Testing Data Lead will be responsible for managing ORMs foundational and Capital / Stress Testing Data and Infrastructure. The focus would be on data quality, data governance, master data management, data conversion and reconciliation, and defining common intake and output templates for all inbound and outbound integrations for Foundational and Capital/Stress Testing infrastructure. Another key component of the data work will be overseeing and driving the refinement of the end to end data architecture for the ORM tools used for Foundational and Capital/Stress Testing. This role requires strong global banking experience along with strong understanding of banking data structures and products. Excellent communication skills required in order to negotiate internally, often at a senior level. Some externalcommunication/negotiationmay be necessary. Full management responsibility for multiple teams, including management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.Responsibilities:

• Responsible for helping drive upstream and downstream adherence to data standards
• Partners with finance, technology and external providers in delivery of role
• Often requires development of new concepts and approaches to solving issues affecting data
• Performs other duties and functions as assigned
• Appropriately assess risk when data 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 15+ years of relevant experience within the financial services industry required
• In depth knowledge of banking products/systems and how own sub-function contributes to achieving the objectives of the function.
• Extensive experience leading large, global data teams for risk or finance transformation programs is required
• Excellent communication skills required in order to negotiate internally, often at a senior level.
• Some externalcommunication/negotiationmay be necessary.
• Frequently involved with a variety of broad based and complex issues requiring conceptual thinking.

Education:

• Bachelor’s/University degree, Master’s degree preferred and managerial experience

Lead work for ORM Foundational and Capital/Stress Testing Data and Technology

Anticipated Posting Close Date: