Citi · 4 days ago
Marketing Operations & Financial Lead, Wealth Marketing
Charlotte, NC
Contract
Onsite
Senior Level, Lead/Staff
$135K/yr - $202K/yr
10+ years expCiti is a leading global bank, and they are seeking a Marketing Operations & Financial Lead to enable the Citi Wealth Marketing function to operate efficiently. This role is responsible for financial planning, budget management, and ensuring compliance with governance frameworks while collaborating with various departments.
BankingFinanceFinancial Services
Responsibilities
Lead financial planning, budget management, and headcount oversight for the global marketing function
Serve as the central liaison to finance, business management, and procurement partners
Oversee vendor engagement processes, onboarding, contracts, and invoice tracking
Drive operational governance across the marketing organization — including reporting, documentation, and compliance protocols
Track and manage marketing resources, allocations, and funding approvals in partnership with regional leads and business heads
Partner with legal and risk to ensure marketing compliance with regulatory requirements, internal controls, and policy changes
Implement project management tools, dashboards, and performance trackers to support leadership visibility and decision-making
Drive simplification and standardization across key marketing workflows, including planning cycles and QBRs
Integrate marketing performance tracking and reporting
Marketing expense management
Business (direct) expense management (headcount/travel)
Performance tracking and reporting
Third-party management
In-business controls
Appropriately assess risk 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
Qualification
Required
10+ years of experience in business management, finance, or marketing operations, preferably within a global, matrixed organization
Strong understanding of budget planning, vendor management, and operational controls
Proven success managing large-scale processes and cross-functional initiatives
Experience working with procurement systems, project management tools, and financial reporting platforms
Bachelor's/University degree
Preferred
Master's degree
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
Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.
10001+ employees
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)
Funding
Current Stage
Late StageLeadership Team
James Monahan
Managing Director / Global Head of Asset Servicing
Naveed Sultan
Managing Director, Chairman, Institutional Clients Group
Recent News
2026-01-15
2026-01-11
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