10 days old

Strategy Lead - Citi Global Wealth

New York, NY 10176
The role of Strategy Lead is critical to the success of the North American Global Wealth business. This role will be responsible for the ownership and management of several strategic projects and analyses related to the growth and design or our Global Wealth organization.

The position will partner closely with all parts of the Private Bank including business heads, sales teams, business managers, product managers, and function owners.

Our choice candidate will be a detail oriented strategic thinker with a passion for solving complex problems, dealing with ambiguity, financial modeling, organizational design, and who possesses an unrelenting customer obsession and a strong desire to make their mark on the organization.

**Key Responsibilities:**

+ Serve as an internal consultant and trusted advisor to senior leaders across the Global Wealth business

+ Partner with business and product heads to shape the strategic direction for our business

+ Identify and build the business case for growth opportunities supported by quantitative and qualitative analysis

+ Conduct market research and competitive analyses on the wealth management industry

+ Construct financial models and proposals used for making key business decisions

+ Lead large-scale strategic initiatives and projects

+ Collaborate with senior business leaders to create key management presentations for various audiences

+ Support and influence internal strategic planning and business development activities


+ Bachelors Degree Required

+ MBA or Advanced Degree Preferred

+ 5 10 years of work experience. Wealth Management, Investment Banking, Strategy/Management Consulting, or FP&A experience preferred

+ Advanced competency in MS Excel and PowerPoint is required

+ Experience in building and maintaining financial models

+ Candidate must be a self-starter with the ability to operate independently and make decisions

+ Ability to build relationships and partner across a complex organization

+ Ability to multi-task and manage multiple simultaneous projects

+ Ability to influence seniors and stakeholders outside of your span of control

+ Excellent time management, follow-through, and project delivery skills

+ Exceptional written and verbal communication skills, able to simplify complexity

+ Exceptional analytical skills

+ Strategic thinker

+ Strong attention to detail

+ Highly organized

+ Owner of outcomes

+ Team player


**Job Family Group:**

Business Strategy, Management & Administration


**Job Family:**

Business Administration


**Time Type:**


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Posted: 2022-05-13 Expires: 2022-06-12

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Strategy Lead - Citi Global Wealth

New York, NY 10176

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