Partner with local and regional business management team to ensure alignment of business goals
Drive implementation of key Wealth projects by determining strategies, communication and defining/providing metrics, working closely with relevant senior leadership
Help with forward planning across all areas of the Head of Wealth’s commitments, including travel, offsites, Board, town halls, staff meetings and more
Ensure the Head of Wealth is fully prepared for all relevant engagements by reviewing/preparing briefing materials
Support the Chief of Staff in management and governance activities through forward planning, building agendas, coordinating with subject matter experts, creating and distributing materials, tracking follow-ups and ensuring smooth execution of the meeting/event
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.
Qualifications
2-5 years of experience in financial markets business or business support
Demonstrated expertise of Microsoft Office product suite
Consistently demonstrates clear and concise written and verbal communication skills
Education
Bachelor’s Degree/University degree or equivalent experience
Master’s degree preferred
Full timeNew York New York United States$109,120.00 - $163,680.00