Citi Group Wealth - Integrated Client Engagement Manager Director 

United States, New York, New York 

371669710

Responsibilities:

• Responsible for driving new introductions and client conversion from the Banking division to the Wealth division and from the Wealth division to the Banking division with focus on NAM region
• Responsible for the partnership between Banking and Wealth Investment Solutions to optimize retail participation in Direct Private Investment opportunities originated from Banking
• Responsible for tracking for reporting purposes and managing revenue share agreements around partnership introductions
• Responsible for maintaining effective controls around privacy information (Wealth) and MNPI (Banking). This individual will be a “wall straddler” so effective management of information and knowledge of the information barriers is critical.
• Actively manage, develop and drive cross divisional cooperation
• Bring a OneCiti lens to decision making processes around asks for key clients to deepen relationships and drive better penetration for Citi across multiple divisions
• Help manage client education, outreach and coordination with respect to market themes and joint events
• Collaborate with market leadership councils on joint marketing efforts and internal educational programs to ensure broad understanding of the various offerings across the firm
• Together with the broader team, manage and lead the implementation of new institutional level programs to better enable the delivery of a OneCiti perspective on deals, offerings, and an overall approach to client coverage
• Together with the broader team, coordinate the setup and completion of other bespoke agreements or arrangements to help drive the client franchise
• Work with management and others on the team globally to ensure that the strategic goals are met
• Oversee sensitive issues both internally and externally in a client friendly manner, managing expectations throughout
• Work in close partnership with control functions such as Legal, Compliance, Market and Credit Risk, Audit, Finance in order to ensure appropriate governance and control infrastructure as well as reporting outputs
• Appropriately assess risk/reward 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.
• This is a unique and challenging role that provides exposure to clients, to various product and control groups as well as visibility from senior business leaders.

Qualifications:

• 15+ years of experience, including 8-10+ years' managerial experience
• Ability to collaborate and work as a team
• Strong presentation skills
• Previous experience in client facing roles in Banking or Wealth (both a plus)
• Problem solving & change management skills
• Ability to think creatively and drive a process that encompasses multiple stakeholders

• Bachelor’s/Universitydegree, Master’s degree preferred
• Series 7 & 66

Anticipated Posting Close Date:

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