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Citi Global Wealth Banking & Treasury Management Advisory Specialist

Job Req ID 22518836 Location(s) New York, New York; Chicago, Illinois; Beverly Hills, California; San Francisco, California Job Category Private Client Product Services
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Citi Global Wealth Banking & Treasury Management Sales team is a well-established group of seasoned professionals across the Americas that advises, consults with and delivers core banking & treasury management solutions to Citi Private Bank Clients and Wealth at Work Clients. The Banking & Treasury Management Advisory team supports the Banking & Treasury Sales effort by partnering to curate, develop and deliver strategic and relevant advisory content in the form of benchmarking, best practices, thought leadership, and white papers etc. This content monetizes our acquired intellectual property and industry knowledge into value for our clients and innovative benchmarking tools that provide unique insights and serve to elevate engagement with clients’ treasury and finance organizations. As a Citi Global Wealth Banking & Treasury Management Advisory Specialist, you will support the sales team and report to the Advisory Head to help implement the strategic direction of the Citi Global Wealth Treasury Management Business. This entails developing and providing thoughtful, innovative and relevant Banking & Treasury Management advisory content for our business clients. These efforts will enhance sales specialist expertise, help deepen existing client relationships, assist with business development and further strengthen Citi Private Bank and Wealth at Work as a trusted advisor to our clients. This will be an important role within the team reporting to the Treasury Management Advisory Head with close interaction taking place both internally across the organization as well as with key CPB and Wealth at Work clients.  

The successful candidate must have a strong analytical skill set, experience and knowledge across treasury management, general business banking & deposit product solutions, marketing and business development.

Objectives/Fundamental Responsibilities:

  • Monitor Current and Emerging Industry Trends in Banking & Treasury Management
  • Strategic Idea Generation
  • Development of Sales & Industry Best practices (Treasury Management, Business Banking etc.)
  • Develop and Coordinate client roundtable events
  • Create internal communication and marketing pieces, including quarterly newsletters and relevant collateral updates
  • High level of focus on Peer to Peer Segment Focused treasury management benchmarking and analytics across key segments
  • Support other quantitative, value driven analysis and content creation in our advisory offerings to clients
  • Conduct exploratory data analysis and feature engineering on large data sets provided by all participating firms, stitch together findings and information across different data sets into simplified client value propositions.
  • Enhance and automate benchmarking reporting process to achieve greater efficiency and drive towards further expansion in other target business segments
  • Architecting & Publishing White Papers, Thought Leadership, Internal / External blogs etc.  
  • Enhancing existing and creation of targeted marketing material
  • Engaging with C-Suite Treasury Executives to conduct client interviews / surveys
  • Provide timely market intel to Product Management including; client feedback, product gaps, industry &  competitive landscape
  • Identification of potential new business banking treasury management target segments
  • Uncover Existing Client Deepening & Value Creation Opportunities
  • Close collaboration with Banking Sales, Product, Marketing, Private Banker Teams, Business Managers, Commercial and Corporate Bank Partners.
  • Maintain project plan to track deliverables related to benchmarking and other advisory projects
  • Representation at internal/external client conferences


  • Possess a minimum of 8-10 years of banking industry experience
  • B.A./B.S.(required) / MBA (a plus)
  • Certified Treasury Professional (CTP) designation (a plus)
  • Polished & High Degree of Professionalism
  • Personable, Collaborative, Inclusive, Team Player
  • Pro-active, Highly Motivated, Detail Oriented
  • Strong Communication, Written, Listening skills
  • Ability to clearly understand & articulate client needs & strategy into key requirements & actionable solutions
  • Knowledge / Proficiency in some of the following - PowerPoint, Excel Macros/VBA, Business Analytics tools, PowerBI, Tableau, Python
  • Demonstrated understanding across treasury management, corporate or private or commercial banking, marketing, product management, advisory, business development
  • Knowledge of Treasury Management solutions, key ERP systems & sales life cycle
  • Treasury Management Experience with Law Firms, Private Equity, Real Estate & Family Offices (a plus)
  • Awareness of Private Banking (preferable but not required)
  • Strong Excel, Power Point, Visio (presentation building tools),


Job Family Group:

Private Client Product Services


Job Family:

Banking Cash Management


Time Type:

Full time


Primary Location:

New York New York United States


Primary Location Salary Range:

$175,000.00 - $250,000.00


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.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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