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Wealth At Work Investments Business Manager

Citi

Citi

Wealth At Work Investments Business Manager

New York, NY
Paid
  • Responsibilities

    Job Purpose: The CGWI W@W Business Manager will be responsible for developing, coordinating and executing the strategic business initiatives which support Investments (Capital Markets, Traditional CIM, Hedge Funds and Private Equity and Real Estate) in a fast-growing Legal, Professional Services, and Enterprise Client Segment. The CGWI W@WBusiness Manager will be responsible for identifying, developing, implementing and overseeing programs and projects to drive the full spectrum of leading wealth products and services across these client segments. Key Responsibilities: • Working with the Head of W@W Investments, the W@W LT and key CGWI stakeholders to define the strategic focus of W@W Investments through the identification of opportunities and threats, analyzing key financial and non-financial information. Define prioritization of short term and long term strategic objectives of W@W Investments and turn same into specific initiatives. • Turn Strategic Initiatives, partnering with delegated leaders, into clear project plans including: timeline, owners, funding, deliverables and association with any existing associated efforts within CGW. • Driving Implementation of Strategic Initiatives by ensuring all initiatives remain on target to their stated timeline and deliverables, escalating deficiencies or needs to senior management and realigning resources, as required. • Oversight and Reporting of Strategic Initiatives via the establishment of report out forums through ongoing communication. Ensure ongoing alignment and consensus of all efforts amongst initiative leaders and the CGWI and W@W LT's. • Through these responsibilities, the Investments Business Strategy role is expected to materially support the focus and efficiency of the broader CGWI strategy efforts. Area Overview: Citi Global Wealth Investments (CGWI), brings together the Investment teams from the Private Bank and the Consumer Bank globally. CGWI will deliver timely, tailored advice to all CGW clients worldwide. CGWI will also deliver an exceptional set of wealth management solutions by integrating Citi's digital investment platforms, research-delivery, client service and data analytics. W@W is one of the core distribution channels in GWM that provides customized financial strategies and tailored advice to law firms, asset management firms, consulting firms and their partners and employees. Development Value: Exposure to all areas of the CGWI and W@W Businesses Globally and an opportunity to explore and gain insights into full spectrum of client solutions and investment products within Global Wealth. Opportunity to redefine "Wealth" and leapfrog competitors by building a deep understanding of and delivering against clients, their industry, their personal affiliations, and what creates value for them in their financial lives. Platform to develop strong technical as well as interpersonal and leadership skills. Opportunity to develop broad general management and change management skills Knowledge/Experience: Extensive experience of business management, operations, sales management support & controls oversight Strong product knowledge in Risk Management, Product Control and Middle Office is beneficial Proven Project / change Management and Business Process Improvement experience is essential Strong knowledge of procedures, processes and systems in the Citi Private Bank Strong understanding of legal and regulatory framework Skills: Excellent interpersonal skills and ability to develop strong working relationships across functional and geographical lines Professional outlook with the ability to use initiative, manage deadlines, coordinate multiple tasks and work to deadlines and targets Strong analytical / business evaluation and problem solving skills Good written skills and ability to review complex product and legal documentation Good initiative & Creativity - ability to present alternatives and constructive new ideas Accuracy & Attention to detail JOB FAMILY GROUP: Private Client Coverage JOB FAMILY: Franchise Administration TIME TYPE: Full time Citi 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 and/or 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 Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

  • Industry
    Financial Services
  • About Us

    Citi enables growth and progress for individuals, communities, institutions and governments around the world and has been doing so for more than 200 years. They recognize that their ability to best serve their clients and customers comes from the diverse and engaged employee base and they work tirelessly to deliver opportunities for growth and development to the most talented people. This is a place where the best come to get better.