Citi · 1 day ago
Wealth Markets Business Manager
New York, NY
Full-time
Onsite
Director/Executive
$170K/yr - $300K/yr
10+ years expCiti is seeking a highly experienced and dynamic individual to join their team as the Markets Business Manager and Americas Product Manager. This Director-level role involves overseeing business management and product management for the NAM and LATAM Wealth Markets teams, focusing on performance reporting, data analytics, and new product development.
BankingFinanceFinancial Services
Responsibilities
Support the Global Head and the Global COO in the day-to-day management of the business in collaboration with regional business partners
Lead the periodic performance reporting for our business including trade volumes, financials, strategic initiatives and regional updates by analysing and collating necessary information
Analyse and model large amounts of internal data to support the creation of meaningful presentations, business plans and initiatives
Prepare all the regular and add-hoc business presentations in collaboration with the Wealth Markets COO team, including weekly business commentary and trade ideas
Organise and manage core business strategy meetings such as offsites, campaigns and other adhoc senior management meetings
Bringing new products to market in a timely manner by managing them through the design and approval process
Ensure that Product Programs are maintained, effectively implemented, reviewed annually and are in compliance with evolving US requirements, local regulations and corporate polices/standards
Collaboration with regional product managers across EMEA and APAC
Provide input into process and control framework enhancements
Assist with responses to Internal Audit, Regulators, and Compliance Testing, as needed
Support milestones related to Corrective Action Plan (CAP) across the business
Qualification
Required
Minimum of 10 years of experience in markets, preferably within private banking or a wealth management setting
Deep understanding of investment products across various asset classes
Knowledge of Microsoft Office Suite
10+ years' experience at a bank/broker dealer
Product knowledge across the Capital Markets product span – Securities, Derivatives and Structured Products
Demonstrated familiarity with FINRA, SEC, OCC, and CFTC regulations
Data visualization and presentation skills
Strong analytical and problem-solving skills
Excellent communication and interpersonal skills
Ability to manage and prioritize tasks effectively
Excellent communication skills, ability to communicate to all levels of management
Strong organizational skills
Works well under pressure, has a demonstrated ability to meet deadlines
Demonstrated ability to work collaboratively across multiple stakeholders and organizations
Treats people with respect and assumes the intentions of others are based on common purpose and shared goals
Strategic, analytical, and systematic thinker who consistently pushes the status quo and constructively challenges the team to drive change and continuous improvement and innovation
Required current US FINRA Registration: Series 7 and Series 66 or and either the Series 9/10 or the Series 24
Must meet ALL US FINRA Registration requirements within 150 days of starting in the role
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
2026-02-04
Business Recorder
2026-02-03
2026-01-20
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