- Citigroup (New York, NY)
- …The unified business supports ultra-high-net-worth individuals and family offices through Citi Wealth , operates in the affluent and high-net worth segments ... captures wealth management in the workplace through Citi Global Wealth at Work ....adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong… more
- Citigroup (New York, NY)
- …The Wealth at Work Enterprise Team is part of the Global Citi Wealth organization. We focus on providing wealth management for busy professionals ... tested with several tier one law and consulting firms. Wealth at Work 's services are now being... culture and growing team. A key strategy for Citi Wealth is to collaborate internally and… more
- Citigroup (New York, NY)
- …the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices ... captures wealth management in the workplace through Citi Global Wealth at Work ....counsel related to the technology or operations of the business . Work impacts an entire area, which… more
- Citigroup (New York, NY)
- …the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices ... captures wealth management in the workplace through Citi Global Wealth at Work ....things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of… more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work ...a cross-functional team including, but not limited to, the Citi Global Wealth business (eg, ... client constituencies. This person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk Management… more
- Citigroup (New York, NY)
- … Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work , Citi Private Client ... Citi Wealth is a leading provider...are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next… more
- Citigroup (New York, NY)
- …the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices ... captures wealth management in the workplace through Citi Global Wealth at Work ....contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial… more
- Citigroup (New York, NY)
- …in own field and adapts them for application within own job and the business . Recognized subject matter expert within one area. Strong commercial awareness is a ... expertise. Typically a small number of people within the business that provide the same level of expertise. Excellent...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- Citigroup (New York, NY)
- …to the development of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter and industry expertise within ... contribute to the objectives of the function and overall business . Evaluates moderately complex and variable issues with substantial...and/or facilitating services to others in area of specialization. Work and performance of all teams in the area… more
- Citigroup (New York, NY)
- …value through well-defined use cases. **Collaboration and Stakeholder Engagement:** + Work closely with cross-functional teams, including business leaders, data ... AI (GenAI) model onboarding and Retrieval-Augmented Generation (RAG) solutions across diverse business use cases. This role requires a deep understanding of AI… more
- Citigroup (New York, NY)
- …for seamless client onboarding . Communicating client feedback to the Spring by Citi business team to shape product strategy and roadmap **Development Value** ... and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments, and institutions with a broad range of… more
- Citigroup (New York, NY)
- Wealth is a Division of Citi ...to deliver a consistent Wholesale underwriting methodology across the Citi business lines. QUALIFICATIONS: + 15+ years ... managed investments, portfolio management, lending, and banking. Job Background/Context: The Wealth Lending business offers a diverse product range including… more
- Citigroup (New York, NY)
- …the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices ... captures wealth management in the workplace through Citi Global Wealth at Work ....skills + Respond to referrals and introductions generated through business partners and recommend the best offering to clients… more
- Citigroup (New York, NY)
- …is responsible for providing independent assurance over the key risks and processes for Citi 's Wealth line of business and associated servicing and ... the firm meets audit standards and regulations and to work with business leaders to determine solutions...from affluent to ultra-high-net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi … more
- Citigroup (New York, NY)
- …address compliance issues and develop robust controls. + **Stakeholder Collaboration:** Work closely with business units, operations, technology, legal, ... to lead our NAM Regulatory Reporting and Client Tax Operations team within the Wealth division. The Head of NAM Regulatory Reporting and Client Tax Operations will… more
- Citigroup (New York, NY)
- …delivering innovation in overall product analysis, design, development, and production support for the Wealth business . Citi Global Wealth is a leading ... worth and ultrahigh net worth clients around the world. Citi Global Wealth prides itself on its...sources. + Manage regulatory agenda in line with broader business goals and work with other key… more
- Citigroup (New York, NY)
- …and Financial Planning teams to source opportunities, prepare client pitches, and deliver Citi 's full suite of banking and wealth management solutions to our ... to the development of new techniques and the improvement of processes and work -flow for the area or function. Integrates subject matter and industry expertise within… more
- Citigroup (New York, NY)
- …who will be primarily responsible for driving cross-division collaboration and business development with focus on NAM region. Strong communication and diplomacy ... external clients. Individual will be accountable for significant direct business results that will be accomplished through building internal...and client conversion from the Banking division to the Wealth division and from the Wealth division… more
- Citigroup (New York, NY)
- …and solutions oriented partner. As a Deposits & Treasury Management Sales Specialist, you will work closely with the Wealth at Work banking teams within ... solutions. This individual will be closely engaged with the Wealth at Work banking teams, as well...deposits & custody team, product partners and colleagues throughout Citi + Appropriately assess risk when business … more