Citi · 2 weeks ago
Marketing Operations & Financial Lead, Wealth Marketing
New York New York United States
Full-time
Hybrid
Senior Level, Lead/Staff
$135K/yr - $202K/yr
10+ years expCiti is a global financial services company, and they are seeking a Marketing Operations & Financial Lead for their Wealth Marketing division. This role is critical for driving operational excellence, financial discipline, and governance while partnering strategically with various departments to ensure compliance and efficiency in marketing initiatives.
BankingFinanceFinancial Services
Responsibilities
Strategic Financial Stewardship: Strategically lead and optimize comprehensive financial planning, budget management, and headcount oversight for the global marketing function, ensuring optimal allocation of resources to strategic priorities
Enterprise Liaison & Influence: Serve as the central and influential liaison to key partners across Finance, Business Management, and Procurement, championing marketing's needs and aligning operational strategies
Vendor Lifecycle Optimization: Drive and oversee the end-to-end vendor engagement lifecycle, encompassing strategic onboarding, contract negotiation, performance management, and meticulous invoice tracking to ensure maximum value and compliance
Operational Governance & Compliance: Champion and enforce operational governance across the marketing organization, developing and implementing robust reporting mechanisms, essential documentation, and stringent compliance protocols
Resource Management & Allocation: Proactively track, manage, and optimize marketing resources, allocations, and critical funding approvals in close partnership with regional leads and business heads, aligning expenditure with strategic impact
Risk & Regulatory Fortification: Collaborate seamlessly with Legal and Risk departments to ensure unwavering marketing compliance with all regulatory requirements, internal controls, and evolving policy changes, safeguarding the firm's reputation
Data-Driven Decision Enablement: Implement and champion advanced project management tools, interactive dashboards, and sophisticated performance trackers to elevate leadership visibility, foster data-driven decision-making, and drive accountability
Process Simplification & Standardization: Lead initiatives to drive significant simplification and standardization across key marketing workflows, including strategic planning cycles and Quarterly Business Reviews (QBRs), enhancing efficiency and agility
Integrated Performance & Reporting: Develop and integrate comprehensive marketing performance tracking and reporting frameworks that provide actionable insights into the effectiveness of campaigns and initiatives
Third-Party Management Excellence: Establish and enforce best practices for third-party risk management and operational oversight
Robust In-Business Controls: Design, implement, and monitor robust in-business controls to mitigate operational risks effectively
Proactive Risk Assessment & Mitigation: Appropriately assess risk in all business decisions, 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 progressive leadership experience in business management, finance, or marketing operations within a global, highly matrixed organization, preferably in financial services
Deep expertise in strategic budget planning, advanced vendor lifecycle management, robust operational controls, and enterprise-level governance frameworks
Proven track record of driving transformational change, successfully managing large-scale processes, and leading complex cross-functional initiatives to achieve significant business outcomes
Exceptional analytical skills with the ability to translate complex financial and operational data into clear, actionable strategic insights and recommendations
Advanced proficiency with enterprise-level financial management systems, procurement platforms, project management tools, and sophisticated financial reporting platforms
Demonstrated ability to influence senior stakeholders, champion best practices, and foster a culture of operational excellence and continuous improvement
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
2026-01-20
2026-01-15
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