Manage a team of product managers to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
Partner with senior leadership and key stakeholders to develop performance metrics that measure success against business strategy and corporate goals and lead efforts to set quarterly and annual targets for each metric
Design and implement sales processes/tools from client acquisition through onboarding and ongoing relationship building
Partner with global finance team and manage data collection process to ensure data is captured correctly for reporting
Partner with performance management teams to ensure business performance aligns with overall goals
Track performance metrics, develop timely business review presentations, and provide stakeholders with analysis of performance, trends, and drivers for performance
Design end-to-end business and professional development for sales professionals as well as identify performance issues and engage stakeholders to ensure action plans are created to remediate problems
Communicate/provide additional materials to ensure field can implement and/or execute against key priorities and initiative across lines of business and maintain knowledge of competitor product offerings and advance Citi’s product as leader
Ensure the focus of risk management, documentation, and compliance as well as the on-going and transfer of expertise across the team
Complete quarterly analysis of business YTD performance and present business heads with analysis and insights on performance trends
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:
10+ years of relevant experience
Required licensing/registration: Series 7, Series 9, Series 10, Series 24, Series 63, Series 65
Experience in financial services preferred
Experience in project management to manage, execute, and communicate business performance
Extensive knowledge of banking and financial services industry
Extensive knowledge of sales and service process
Demonstrated leadership and people management skills
Ability to creatively design end-to-end sales processes and assistance
Education:
Bachelor’s degree/University degree or equivalent experience
Master’s degree preferred
Requerimientos de conocimiento en:
Asesoría y análisis en las áreas de oportunidad del negocio Wealth de acuerdo con los principales KPI’s
Facilitador y apoyo para cumplimiento de objetivos de negocio dentro de los principales KPI’s.
Experiencia en segmentación del negocio para correcto funcionamiento de este
Experiencia más de 10 años de seguimiento y gestión de negocios
Conocimiento en generación de capacity en los negocios.
Conocimiento de productos de inversión para negocios Wealth
Mejora en servicio y seguimiento para NPS / IESA negocio Wealth
Definición y generación de guías de negocio para cumplimiento de planes de negocio a todos los niveles.
Desarrollo y seguimiento de los parámetros y algunas métricas adecuadas en productos de inversión Wealth como:
Fondos de Inversión
Productos Estructurados
Capitales
Reportos
Capacidad de realizar análisis de forecast de negocio para el cumplimiento de planes y estrategias
Desarrollo de herramientas de gestión que permitan a la fuerza de ventas el cumplimiento de planes y estrategias del negocio Wealth
Asesoramiento para implementar las estrategias del negocio con los managers dentro de Wealth
Revisión, apoyo y desarrollo de la estructura funcional en la fuerza de ventas.