1+ months

Citigold Market Manager - Manhattan

New York, NY
  • Primary Location: United States,New York,New York
  • Education: Bachelor's Degree
  • Job Function: Sales
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 25 % of the Time
  • Job ID: 18037796


About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citis Mission and Value Proposition  explains what we do and Citi Leadership Standards explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients and the publics trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

The Citigold Market Manager will lead a team of Citigold Relationship Managers within a market division, ensuring that the team will attract, deepen and manage financial relationships with affluent/high net worth (hnw) clients.  With access to sophisticated products and tools, s/he will utilize a team-based approach to provide holistic solutions to complex financial needs.  The Citigold Market Manager in partnership with the Branch Managers, will lead, manage and coach the Citigold Relationship Managers to provide a differentiated customer experience that supports our Citigold value proposition.  The Citigold Market Manager will inspire, recognize and provide a motivational team spirit amongst the larger Citigold Relationship Manager team.

Position Responsibilities:

         Develop and execute integrated sales, relationship and credit strategies that are aligned with the Division Plans to achieve desired revenue, expense and service goals for this segment,

         Develop, lead and ensure continuous training and development of Citigold Relationship Managers within Division, in conjunction with the Branch Managers.  Develop and manage a learning and development plan for all Relationship Managers.

         Working with the sales and marketing teams, act as the voice for the Citigold Relationship Managers to develop and drive programs that will strengthen and deepen client relationships.

         Coordinate and deliver/support Citigold Relationship Manager Training

o   Conference Calls

o   Workshops

o   Team meetings

o   Univerciti Training

         Provide formal individual coaching to the Citigold Relationship Managers.  Track sales results after coaching to identify impact, transfer learning's and share best practices across the division.

         Foster teamwork within the segment to ensure a positive employee and overall customer experience.

         Coordinate Cross-business integration and cooperation between the Citigold Relationship Managers and segment/specialist partners (including, but not limited to Lending Consultants and CPWM advisor, Small Business Partners, Commercial Banking Relationship Manager, etc) to ensure the client's complete financial goals are identified and a holistic set of solutions are provided.

         Drive Saver and Investor acquisition and retention through communications of marketing programs and active participation/support of Division/Area Micro Marketing Activities.  Plan, execute and analyze Division Wide Micro Marketing Programs focused on the Saver and Investor Market.

         Analyze trends within the local/niche branch markets and customer profiles to identify potential sales opportunities

         Partner with branch teams and segment partners to build and deepen client relationships to gain incremental wallet share of the affluent segment through a superior customer experience.

         Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.

         Support the portfolio growth within the division by ensuring the Citigold Relationship Managers identify cross-sell opportunities, deepening relationships and increasing client acquisition- being an active participant as needed.

         Implement programs that recognize, reward and reinforce outstanding employee performance.

         Resolve escalated customer issues within the segment promptly and effectively.

         Fulfill OSJ supervision responsibilities for the Citigold Relationship Managers as needed.



         10+ years financial services experience working with the affluent/hnw segment (both retail banking and investments)

         Strong leadership skills with significant experience managing large teams

         Demonstrated track record of achieving business goals

         Proven sales leader with ability to coach others on sales strategy and approach

         Strong influence management skills

         Superior interpersonal skills and collaboration skills

         Excellent verbal and written communication skills

         Strong analytical/problem solving skills

         Outstanding computer skills

         Bachelor's degree in business (preferred) or equivalent work experience

         Licenses:  Series 6, 26, 63


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Citigold Market Manager - Manhattan

New York, NY

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