Citigold | Citigold Private Client Banking ...

Job Description: The CitigoldCitigold Private Client Banking Segmentation Program Lead 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. Recognized technical authority for an area within the business.The Wealth Continuum segments team is seeking a highly effective and innovative Vice President to help lead the Citigold and Citigold Private Client segmentation strategy. Responsibilities will include managing overall client's segmentation including client movement, engagement, experience, and wallet share deepening. In this role the candidate will help drive and manage the short- and long-term strategic segmentation roadmap by identifying opportunities and drivers for growth.Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required to guide, influence, and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-functionjob family.Responsibilities:As the strategy lead analyze and asses the CitigoldCPC client portfolio for growth opportunities with a clear focus on client deepening, onboarding, and engagement processes.Managing end-to-end Impact to wealth banking segments (CitigoldCitigold Private Clients) by tracking client movement and net transfers to wealth ensuring healthy portfolio qualification levels.Drive for wealth segments net new assets through client conversions.Triage & raise any key risks issues, escalations, enhancements in production around client segmentation.Manage & facilitate all senior leadership updates for Citigold and Citigold Private Client segmentation on a regular basis.Working as a lead with marketing stakeholders to actively deploy campaigns focused on engaging clients for deepening opportunities, along with new to bank offers with a focus on wealth banking clients.Work closely with the analytics, marketing, and vendor teams for an enhancement roadmap for accelerated client movement to wealth via digital journeys around target segments (far from eligible, close to eligible existing bank clients)Planning, and coordination of day-to-day activities of running critical projects under the segmentation programAbility to engage and influence key stakeholders to ensure consensus of key decisions and prioritization of deliverablesOversee and help define and measure outcomes of projects via OKR's and KPIs while ensuring data driven decision makingHelp Identify risksproblems by working with technology and operations to ensure day to day client escalations with client segmentation impact are being addressed in a timely manner under the segmentation programEnsure projects roadmap aligns to overall program strategy, bring industry knowledge, and aims to deliver best in class strategic solutions CGCPC segmentation growth and transformation effortsApplies in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function; and requires basic commercial awarenessHelp lead cross- functional team of subject matter experts including product partners, marketing, and broader wealth teams for strategic campaigns around growthEscalates program risks to the Program Director, or Program Sponsor, when appropriate. Directs area supported through responsibility for delivery of end results and shared responsibility for budget management accountable for resource planningEnsures essential procedures are followed and contributes to defining standards. 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 transparencyQualifications:8-10 years of experience in banking, segmentation, product management, customer experience and customer transformation strategies.Strong leadership and negotiating skills with experience partnering and managing cross-functional teams.Strategy consulting experience a plus.Self-motivated with the ability to think strategically to identify business issues with possible solutions to create competitive advantage.Experience with competitive research and showcases knowledge in industries latest trends.Ability to problem solve, sound business judgment, and result oriented.Outstanding analytical, presentation and communication skillsConsistently demonstrates clear and concise written and verbal communication.Collaborative work style; effectively interacts with partners across organizational boundarieshierarchies. Leadership presence: commands respect and will earn trust of senior leaders. Highly motivated and with enthusiasm for Financial Services industry and desire to master the business.Education:Bachelor'sUniversity degree or equivalent experience, Master's degree a plusJob Family Group: Project and Program ManagementJob Family:Program ManagementTime Type:Primary Location:New York New York United StatesPrimary Location Full Time Salary Range:$129,840.00 - $194,760.00In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit . Available offerings may vary by jurisdiction, job level, and date of hire.Anticipated Posting Close Date:Dec 11, 2024Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools andor apply for a career opportunity review Accessibility at Citi.View the "EEO is the Law" poster. View the EEO is the Law Supplement.View the EEO Policy Statement.View the Pay Transparency Posting

Created: 2025-02-14