Banamex Subdirector (C13) - Especialista Mercado de Capitales - Banca Patrimonial

The Product Manager is a senior management level position responsible for managing a broad range of Product Management employees, setting strategy and providing direction, leadership and budgetary management, etc. Additionally, this role will be responsible for the development of product plans, strategies, and tactics while coordinating product lines through product life-cycles in coordination with the broader Product Management team. The overall objective of this role is to coordinate the promotion of products to develop new markets, increase share of market and obtain competitive position.

Responsibilities:

• Manage a team of Product Managers to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
• Oversee strategic program roadmaps, development, launches, and marketing to gain maximum benefit from each product, as well as survey and analyze competitive industry landscapes to identify relative trends, threats, and opportunities to apply in strategy development and execution
• Manage day-to-day product marketing for core products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results
• Execute the client value propositions, positioning, segmentation, pricing, targeting, channel strategies, and competitive differentiation to achieve preferred status as partner to Citi clients
• Develop plans and execute functional strategies for a country, group of countries, region, or business requiring coordination and integration across units as well as provide input into strategic decisions affecting job family or function within region or business
• Manage client and competitor market research, develop product innovation roadmap, and address fundamental trials of product commoditization to create an advanced set of solutions
• Oversee all aspects of program life cycle management including market demands, technology trends, and the competitive field as well as help drive innovation by working with external partners/alliances to develop products, manage ongoing relationships, and prepare agreements
• Contribute to achievement of acquisition targets, product financial performance, revenue performance, and expense management goals as well as oversee identification and execution of opportunities and gaps business plans
• Develop and communicate a business plan to approach the marketplace, and coordinate and implement team procedures, client problem resolutions and client management
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 6-10 years of relevant experience
• Required Licensing/Registration: Series 7
• Experience in marketing, credit, acquisitions, product development, and/or analytics
• Experience leading cross-functional teams to define and achieve high value business goals
• Working knowledge of market dynamics, products, and competitive climate
• Demonstrated project management skills
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Demonstrated problem-solving and decision-making skills
• Consistently demonstrates clear and concise written and verbal communication
• Demonstrated analytical skills
• Ability to work in a team-oriented environment
• Demonstrated influencing skills

Education:

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

Objetivo Principal de la Posición

Servir como enlace estratégico entre las áreas de Tesorería, Mercados, casas de bolsa externas y los canales de Banca Patrimonial y Privada, proporcionando asesoría técnica y operativa en productos de renta variable (equity cash y warrants). El objetivo es potenciar la oferta de estos productos y soluciones de inversión para los clientes del segmento, asegurando una ejecución eficiente y alineada con las mejores prácticas del mercado, con un enfoque en cumplimiento regulatorio y normativo.

Experiencia y conocimiento laboral

• 6 a 10 años de experiencia en áreas operativas afines tesorería, mercados financieros, y/o trading.
• Conocimiento profundo de los procesos operativos y técnicos del Mercado de capitales.
• Experiencia probada y conocimiento de Productos – portafolios de Inversión (Sociedades de Inversión, Productos Estructurados, Mercado de Capitales, Mercado de Dinero, IPOs, etc)
• Experiencia en atención y servicio al cliente.
• Destacada capacidad de relación y Asesoría financiera.

• Estar familiarizado con la regulación local aplicable a productos de inversión (prácticas de venta).
• Habilidad para interpretar análisis fundamentales y técnicos del mercado para asesorar en estrategias de inversión.

Nivel de estudios:

• Licenciatura en Finanzas, Economía, Ingeniería o carreras afines.
• Deseable contar con estudios de posgrado o certificaciones profesionales como CFA, CAIA o similares.

Habilidades y Competencias:

• Excelentes habilidades de comunicación para transmitir conceptos complejos de manera clara y efectiva.
• Orientación al cliente y enfoque en la entrega de soluciones de alto valor agregado.
• Altos estándares de control.
• Pensamiento analítico y estratégico para la identificación de oportunidades de inversión.
• Capacidad para trabajar en equipos multidisciplinarios y coordinar entre diferentes áreas de la organización.
• Adaptabilidad y proactividad para responder a las dinámicas cambiantes del mercado financiero.
• Conocimiento y habilidad para manejo de bases de datos (uso avanzado de Excel)
• PLUS: Conocimientos de programación (Python, R, Matlab, etc).
• Manejo del idioma inglés en nivel avanzado (conversación y lectura).
• Certificación AMIB figura 5/figura 3 vigente.

Funciones principales:

• Servir como punto de contacto principal entre la Banca Patrimonial y las áreas de Tesorería, Mercados y Casas de Bolsa externas, para temas relacionados con el Mercado de Capitales.
• Diseñar y proponer soluciones de inversión personalizadas que integren productos de renta variable, alineadas con los objetivos y perfil de riesgo de los clientes.
• Brindar capacitación y soporte técnico a los banqueros patrimoniales sobre las características, beneficios y riesgos de los productos ofrecidos.
• Colaborar en la estructuración y lanzamiento de nuevos productos de inversión (i.e. Warrants), asegurando su viabilidad operativa y cumplimiento regulatorio.
• Monitorear el desempeño de los productos y estrategias implementadas, realizando ajustes y recomendaciones según las condiciones del mercado.

Otros:

• Promover la integridad y confianza:

• Garantizar un ambiente de control apegado a la normatividad local y corporativa aplicable.
• Garantizar un ambiente sano, positivo y proactivo.
• Asegurar el 100% de cumplimiento de todos los requisitos regulatorios, internos e Institucionales.
• Asegurar la consecución de metas del área.

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