Serve as a trusted advisor to Senior Leaders and Wealth Advisors across the Citi Wealth at Work business
Partner with Business and Group Heads to shape the strategic direction for our Sales organization
Identify and build the business case for growth opportunities supported by quantitative and qualitative analysis
Own end-to-end execution of strategic initiatives from problem identification through requirements definition and solution implementation
Drive efforts around Advisor productivity in partnership with Sales Heads, Marketing, Analytics, and other key stakeholders
Enable growth, scale, and capacity across our Sales teams through innovation including the introduction of tools, partnerships, and process enhancements
Create and execute training and educational modules to drive consistency and excellence across all relationship management and support activities
Construct financial models and proposals used for making key business decisions
Partner with Sales Management to define and track a robust set of key performance indicators
Collaborate with senior business leaders to create key management presentations for various audiences
Support and influence internal strategic planning and business development activities
Keep abreast of industry news and trends. Apply industry knowledge to interpret data and improve performance
Experience/Education:
Bachelor’s Degree Required
MBA or Advanced Degree Preferred
10+ years of work experience. Wealth Management, Investment Banking, Strategy/Management Consulting, or FP&A experience preferred
Advanced competency in MS Excel and PowerPoint is required
Candidate must be a self-starter with the ability to operate independently and make decisions
Ability to build relationships and partner across a complex organization
Ability to multi-task and manage multiple simultaneous projects
Ability to influence seniors and stakeholders outside of your span of control
Excellent time management, follow-through, and project delivery skills
Exceptional written and verbal communication skills, able to simplify complexity
Exceptional analytical skills
Strategic thinker
Strong attention to detail
Highly organized
Owner of outcomes
Team player
Full timeNew York New York United States$176,720.00 - $265,080.00