- Citigroup (Paramus, NJ)
- …and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ... Citi Global Wealth brings together the...advice to our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access to … more
- Citigroup (New York, NY)
- The individual in this Citi Wealth role will work as a senior leader across the Citi Global Wealth businesses and functions coordinating regulatory ... person will work closely with Business Leaders in the Citi Global Wealth businesses, Independent Compliance Risk...and the finesse to work with industry leaders and senior executives. + Capability to contribute to both the… more
- Citigroup (Queens, NY)
- The Head of US Citigold/ Citi Private Client Wealth Supervision manages a team of over 50 FINRA-licensed colleagues responsible for the supervisory oversight of ... investments sales activity and client suitability across Wealth 's Citigold/ Citi Private Client Retail Branch Network....risk mitigation actions are in place and escalate to senior management as appropriate + Provide supervision of Risk… more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the...in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on 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 through … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (New York, NY)
- Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ... and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through Citi Global Wealth … more
- Citigroup (New York, NY)
- The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, ... supports an entire department + Manages day to day calendar(s) of senior management + Coordinates all aspects of executive level manager appointments, meetings,… more
- Citigroup (New York, NY)
- …the highest ethical standards and making a positive impact on the communities we serve. Wealth brings together the full power of Citi to serve the entire ... financial relationship with a higher level of service and wealth management. Citi Private Bank is dedicated...end to end service design and experience strategy. This senior leader will be responsible for defining and driving… more
- Citigroup (New York, NY)
- …Private Bank, Wealth at Work, and Citigold). **Job Description** This is a senior analyst role in the USPB & Wealth Business Treasury Capital and Liquidity ... **Group Description** Citi Treasury manages the balance sheet, capital, and...risk identification/management, product innovation and funding strategy. USPB & Wealth Business Treasury focuses on asset/liability management, balance sheet… more
- Citigroup (New York, NY)
- …relationships with a diverse group of senior stakeholders across Internal Wealth and various Citi businesses and functions, to ensure adequate information ... more seamlessly deliver relevant product expertise and 2) Strategic alignment of Citi Wealth 's client-facing resources with global wealth creation trends to… more
- Citigroup (New York, NY)
- **The Organization:** Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the ... world. Citi Global Wealth takes pride of its...families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth , law… more
- Citigroup (New York, NY)
- …management, IRR and overall B/S return optimization. With the recent re-organization, Wealth business constitutes of Citigold, Citi Private Bank (CPB) and ... Wealth Business Treasury is a global team that...CTI /LFOs on execution. This requires strong communication and senior stakeholder management skills. The C13 resource also needs… more
- Citigroup (New York, NY)
- …which is comprised of the Private Bank, Wealth at Work and Citigold segments. Wealth brings together the full power of Citi to serve the entire continuum of ... The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi 's… more
- Citigroup (New York, NY)
- …Testing Utility is responsible for the testing of controls designed and owned by the Citi 's Wealth Segments businesses. This position reports to the Wealth ... accountable for driving controls testing performance and improvement initiatives. The Wealth Client Segments Performance Initiatives Leader is a subject matter… more
- Citigroup (New York, NY)
- …that will be accomplished through building internal relationships, especially with senior bankers, to drive deeper relationships with their clients and prospects. ... and client conversion from the Banking division to the Wealth division and from the Wealth division...clients to deepen relationships and drive better penetration for Citi across multiple divisions + Help manage client education,… more
- Citigroup (New York, NY)
- **Job Description:** The Wealth Business Management Lead is responsible for overseeing operational readiness and governance for the digital investments business, ... audits, and financials related to critical and complex wealth initiatives. The role requires a deep understanding of...business outcomes. The role involves frequent internal negotiation at senior levels across Risk, Legal, Control and Service, and… more
- Citigroup (Queens, NY)
- …+ Can exercise independence of judgement and autonomy. + Acts as SME to senior stakeholders and /or other team members. + Appropriately assess risk when business ... + Perform daily reviews of reports to support the WLRSU Team to ensure Wealth RRs registration is compliant with FINRA Rules **Qualifications:** + FINRA Series 7,… more
- Citigroup (New York, NY)
- …skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Queens, NY)
- Citi 's Wealth business serves the needs of clients across the entire wealth spectrum. It has been created by combining the Wealth Management businesses ... and insurance control related regulatory interactions globally, including items related to Citi regulatory commitments with Wealth impact. + Drive robust data… more
- Citigroup (New York, NY)
- Citi Wealth is a premier ...reporting efforts, ensuring that everyone from client advisors to senior management have the data and insights necessary to ... decisions. **Position Overview** The Business Intelligence and Enablement for Lead Citi Global Wealth will play a pivotal role in transforming data into… more