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Citi · 2 hours ago

Wealth - Investments Business Execution Lead - Director

New York, NY

Full-time

Onsite

Director/Executive

$170K/yr - $300K/yr

15+ years exp

Citi is focused on serving the needs of clients across the wealth spectrum, delivering a wide range of products and services. The Investments Experience Lead will manage a small team and ensure alignment of business strategy with Wealth's objectives, while streamlining processes and establishing a unified data strategy for improved efficiency.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Execute against key priorities and strategy for the Investment Solutions business across multiple countries/jurisdictions

Ensure strategic goals that guide future growth and development of Wealth are prioritized and translated into tactical business plans with mechanisms for key measurements in place to monitor progress

Ownership of end-to-end business processes across products and platforms to drive improvement in advisor and client experience while optimizing costs

Unify data strategy and analytics across Investments and develop consistent dashboards utilized by multiple teams across Investments

Act as delegate for Business Execution head when required in certain meetings

Oversee the design, enhancement, implementation, reporting, and oversight of business workflows, procedures, and the assessment of existing environments and anticipated changes

Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions

Conduct management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc

Manages resources including hiring, and maintaining a diverse and effective workforce

Apply a broad and comprehensive understanding in multiple functional areas and their underlying business principles

Qualification

Financial services experienceStrategic planningFinancial reportingBudgeting skillsCustomer journey improvementsData strategyBusiness operating systemsCommunicationDetail-orientedTeamworkCritical thinkingCustomer focusLeadership

Required

15+ years of relevant experience in financial services

Strategically-minded with track record of execution excellence

Hands-on orientation with the demonstrated ability to drive customer journey improvements

Proven financial acumen, critical thinker with ability to provide an impartial, consultative and solutions oriented approach

Demonstrated strategic planning, financial reporting and budgeting skills

Consistently detail-oriented, goal-oriented and able to work in a team

Excellent communication skills required in order to influence a wide range of audiences

Prior success working in a large, highly-matrix and complex organization; ability to work in a fast-paced, dynamic environment

Consistently demonstrate clear and concise written and verbal communication

Technical knowledge and understanding of end to end business operating systems

Customer focus; record of achievement in applying a customer mindset to shape solutions and approaches

Bachelor's degree/University degree or equivalent experience

Licenses; Series 7, 66 (or 63/65) and 24

Preferred

Master's degree preferred

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1386)

2024 (849)

2023 (1375)

2022 (1117)

2021 (876)

2020 (901)