Citi · 1 month ago
Chief Operating Officer - Wealth
New York New York United States
Full-time
Onsite
Director/Executive
$250K/yr - $500K/yrCiti is a leading global bank, and they are seeking a Chief Operating Officer for their Wealth division. The COO will partner with the Head of Wealth to manage day-to-day operations, drive business execution, and ensure compliance with regulations while enhancing client experience through data and technology initiatives.
BankingFinanceFinancial Services
Responsibilities
Works closely with the Head of Wealth and senior leadership team to execute our Wealth strategy
Establish and manage a robust governance framework for the execution and tracking of Strategic Initiatives
Leads Change Management initiatives across Wealth as designated by the Head of Wealth
Responsible for the strategic planning, execution, and seamless integration of US Retail Bank into the Wealth organization, a priority for 2026
In partnership with Business, Finance and HR, responsible for business planning, business reviews and business performance, budgeting, and expense management
Leadership of Wealth’s workforce management council and associated deliverables to meet transformation and regulatory requirements
Coordinates with the business the Wealth Technology book of work and partners with Technology to drive implementation
Oversees Data Management for Wealth, in partnership with the Chief Data Office
Identifies client pain points and root causes to implement procedural and technology changes to improve the Citi’s client experience
COO leads our business supervision and oversight function. In addition, the COO strengthens our 1st LOD focus on AML/financial crimes detection in support of our Wealth businesses
Partners with the Controls team to ensure compliance with external regulations, internal policies, and local country compliance (including KYC). Focus on high quality internal controls. Supports Wealth businesses for Audit and Regulatory inquiries or reviews
Responsible for the management of our Real Estate footprint
Ensures a realistic succession plan is in place for key roles in the COO organization. In partnership with HR, executes Citi’s Talent agenda and oversees Talent development activities within the COO organization
Qualification
Required
Demonstrated experience in stakeholder management. Able to develop a level of credibility to influence leaders across the organization
Understanding corporate governance frameworks as well as regulatory requirements
Prior business management experience, ideally in Wealth
Disciplined execution supporting business growth and expense management goals. Operational excellence and process orientation
Change leadership to articulate Wealth COO Strategy, communicate it effectively, inspire teams and drive change
Demonstrated evidence of building an organization's capacity by embedding talent management into the business as a core strategy
An ability to create a culture of accountability while introducing innovative solutions, business opportunities or methods that can be measured by financial improvement that strengthen Citi for the long-term
Demonstrated people leadership skills
Wealth COO ensures alignment with Citi COO organization by partnering with the business and function COO peers on Citi Initiatives
Licenses required - Series 7 and 24
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.
Founded in 1812
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
2026-01-20
2026-01-15
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