Citi
About Citi Wealth
Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global footprint in Asia, Europe, Mexico, and North America. Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands.
Job Description
The Investments Experience Lead will report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth. Investment Solutions is comprised of our global investment product organization, which includes Managed Investments, Markets, Traditional and Alternative Investments, Insurance as well as Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work across the Investment Solutions business to ensure proper alignment of business strategy with Wealth’s strategic objectives and will have end-to-end ownership of investments processes. This role will manage a small team and will also be responsible for identifying and streamlining processes across solutions and platforms teams to improve efficiency and optimize costs. In addition, the role will also be responsible for establishing a unified data strategy and analytics to help establish accountability and transparency across key business metrics.
Responsibilities
Execute against key priorities and strategy for the Investment Solutions business across multiple countries/jurisdictions
Ensure strategic goals that guide future growth and development of Wealth are prioritized and translated into tactical business plans with mechanisms for key measurements in place to monitor progress
Ownership of end-to-end business processes across products and platforms to drive improvement in advisor and client experience while optimizing costs
Unify data strategy and analytics across Investments and develop consistent dashboards utilized by multiple teams across Investments
Act as delegate for Business Execution head when required in certain meetings
Oversee the design, enhancement, implementation, reporting, and oversight of business workflows, procedures, and the assessment of existing environments and anticipated changes
Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions
Conduct management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc.
Manage resources including hiring, and maintaining a diverse and effective workforce.
Apply a broad and comprehensive understanding in multiple functional areas and their underlying business principles.
Qualifications
15+ years of relevant experience in financial services
Strategically-minded with track record of execution excellence
Hands-on orientation with the demonstrated ability to drive customer journey improvements
Proven financial acumen, critical thinker with ability to provide an impartial, consultative and solutions oriented approach
Demonstrated strategic planning, financial reporting and budgeting skills
Consistently detail-oriented, goal-oriented and able to work in a team
Excellent communication skills required in order to influence a wide range of audiences
Prior success working in a large, highly-matrix and complex organization; ability to work in a fast-paced, dynamic environment
Consistently demonstrate clear and concise written and verbal communication
Technical knowledge and understanding of end to end business operating systems.
Customer focus; record of achievement in applying a customer mindset to shape solutions and approaches
Education
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
Licenses; Series 7, 66 (or 63/65) and 24
Job Details
Job Family Group: Business Strategy, Management & Administration Job Family: Business Execution & Administration Time Type: Full time Primary Location: New York, New York, United States Primary Location Full Time Salary Range: $170,000.00 - $300,000.00
In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant/Other Skills
Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Oct 12, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global footprint in Asia, Europe, Mexico, and North America. Wealth delivers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking. Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands.
Job Description
The Investments Experience Lead will report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth. Investment Solutions is comprised of our global investment product organization, which includes Managed Investments, Markets, Traditional and Alternative Investments, Insurance as well as Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work across the Investment Solutions business to ensure proper alignment of business strategy with Wealth’s strategic objectives and will have end-to-end ownership of investments processes. This role will manage a small team and will also be responsible for identifying and streamlining processes across solutions and platforms teams to improve efficiency and optimize costs. In addition, the role will also be responsible for establishing a unified data strategy and analytics to help establish accountability and transparency across key business metrics.
Responsibilities
Execute against key priorities and strategy for the Investment Solutions business across multiple countries/jurisdictions
Ensure strategic goals that guide future growth and development of Wealth are prioritized and translated into tactical business plans with mechanisms for key measurements in place to monitor progress
Ownership of end-to-end business processes across products and platforms to drive improvement in advisor and client experience while optimizing costs
Unify data strategy and analytics across Investments and develop consistent dashboards utilized by multiple teams across Investments
Act as delegate for Business Execution head when required in certain meetings
Oversee the design, enhancement, implementation, reporting, and oversight of business workflows, procedures, and the assessment of existing environments and anticipated changes
Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions
Conduct management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc.
Manage resources including hiring, and maintaining a diverse and effective workforce.
Apply a broad and comprehensive understanding in multiple functional areas and their underlying business principles.
Qualifications
15+ years of relevant experience in financial services
Strategically-minded with track record of execution excellence
Hands-on orientation with the demonstrated ability to drive customer journey improvements
Proven financial acumen, critical thinker with ability to provide an impartial, consultative and solutions oriented approach
Demonstrated strategic planning, financial reporting and budgeting skills
Consistently detail-oriented, goal-oriented and able to work in a team
Excellent communication skills required in order to influence a wide range of audiences
Prior success working in a large, highly-matrix and complex organization; ability to work in a fast-paced, dynamic environment
Consistently demonstrate clear and concise written and verbal communication
Technical knowledge and understanding of end to end business operating systems.
Customer focus; record of achievement in applying a customer mindset to shape solutions and approaches
Education
Bachelor's degree/University degree or equivalent experience
Master's degree preferred
Licenses; Series 7, 66 (or 63/65) and 24
Job Details
Job Family Group: Business Strategy, Management & Administration Job Family: Business Execution & Administration Time Type: Full time Primary Location: New York, New York, United States Primary Location Full Time Salary Range: $170,000.00 - $300,000.00
In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant/Other Skills
Most Relevant Skills: Please see the requirements listed above. Other Relevant Skills: For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date
Oct 12, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
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. View Citi’s EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr