Business Strategy and Initiatives Manager

This role will Jointly supporting both the Business Execution and Wealth Strategy functions with the following key responsibilities:

• Advance strategic operational and business initiatives to drive business growth and improve the Banker/ Advisor and client experience
• Support global strategies with an emphasis on responsible growth, utilizing data and analytics, driving process discipline, inspecting business performance, and holding teams accountable to objectives
• Engage with leaders and key partners to drive best practices while streamlining efficiency and consistency throughout the wealth organization
• Collaborate with Control Partners (Risk, Compliance, Legal and Audit) to identify and mitigate risk 

Qualifications:

• 8+ years of experience in the Financial Services industry in asset management/wealth management required
• Excellent interpersonal, written and oral communication skills with ability to communicate and influence across a broad range of levels
• Bachelor’s degree required, MBA preferred
• Required Licensing/Registration: SIE, Series 7, Series 63

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In addition to salary, Citi’s offerings may also include, for eligible employees, 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.

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Anticipated Posting Close Date:

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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.

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