Regional Marketing Lead Analyst

The Regional Marketing Lead Analyst is a strategic marketing professional responsible for developing and driving integrated marketing initiatives that support Citi Private Bank's business growth objectives across North America. Reporting to the Regional CPB Marketing Head, this role partners closely with bankers, investment professionals, product specialists, and business leaders to translate commercial priorities into impactful marketing programs that deepen client relationships, drive engagement, and support business development outcomes.

This individual will own a portfolio of marketing initiatives from strategy through execution, leveraging data, market insights, and stakeholder partnerships to deliver measurable results. The successful candidate combines strong marketing expertise with strategic thinking, project leadership, and the ability to influence across a highly matrixed organization.

The ideal candidate brings a deep understanding of the Ultra High Net Worth (UHNW) client segment and a passion for understanding the evolving needs, expectations, and behaviors of wealthy individuals and families. They are intellectually curious, commercially minded, and highly attuned to shifts in client expectations, competitive dynamics, and emerging engagement trends across wealth management and related industries. This individual combines strategic marketing expertise with creativity and fresh thinking, continuously identifying opportunities to enhance the Citi Private Bank client experience, strengthen client relationships, and differentiate the franchise through innovative, insight-driven marketing programs.

In addition to leading marketing programs, the role will support key operational and business management activities for the broader marketing team, including reporting, planning, budget coordination, and governance processes. However, the primary focus of the position is driving marketing strategy and execution in partnership with the business.

Responsibilities:

• Own and drive a portfolio of regional marketing initiatives aligned to Private Bank growth priorities, client engagement objectives, and business development goals.
• Partner directly with bankers, investment teams, product specialists, and business leaders to understand commercial objectives and translate them into targeted marketing strategies and campaigns.
• Develop integrated marketing plans that support client acquisition, client engagement, cross-sell opportunities, thought leadership promotion, and business growth.
• Lead end-to-end execution of marketing programs across multiple channels, ensuring alignment with business priorities and client needs.
• Identify opportunities to enhance the client experience through innovative marketing approaches, content strategies, and engagement programs.
• Serve as a trusted marketing advisor to business stakeholders, providing guidance on campaign strategy, audience targeting, messaging, and engagement opportunities.
• Drive collaboration across regional, NAM, and global marketing teams to maximize program effectiveness and consistency of execution.
• Monitor performance of marketing initiatives and recommend optimizations based on data, insights, and business outcomes.
• Develop and execute marketing campaigns and initiatives supporting key business priorities, investment themes, market outlooks, and client engagement opportunities.
• Lead planning and execution of client and prospect events, thought leadership activations, and business development programs.
• Partner with internal stakeholders to create and distribute marketing communications, content, and campaign materials aligned with strategic objectives.
• Leverage Salesforce and other marketing tools to support audience segmentation, campaign execution, engagement tracking, and performance measurement.
• Analyze campaign effectiveness and client engagement metrics to identify opportunities for increased impact and ROI.
• Continuously explore innovative engagement approaches and marketing best practices that enhance how Citi Private Bank connects with clients and prospects across the client journey.
• Monitor industry trends, competitor activity, client behaviors, and emerging marketing best practices across financial services, wealth management, luxury, and other high-touch client-centric industries.
• Develop data-driven insights and recommendations that help inform marketing strategy and business decision-making.
• Identify new opportunities to strengthen client engagement, advisor enablement, and overall marketing effectiveness.
• Leverage client research, marketplace insights, and competitive intelligence to uncover opportunities that differentiate Citi Private Bank and support sustainable business growth.
• Bring external perspectives, innovative ideas, and leading practices to marketing strategy discussions, helping elevate the firm’s approach to client engagement and experience.
• Support the Regional CPB Marketing Head with planning, reporting, and execution of key team priorities.
• Assist with management reporting, performance dashboards, and executive updates that track progress against marketing and business objectives.
• Support regional marketing budget management, including forecasting, expense tracking, invoice processing, accruals, and reconciliation.
• Coordinate cross-functional workflows and stakeholder communications to ensure successful delivery of marketing initiatives.
• Contribute to annual planning processes and support measurement of marketing performance and return on investment.
• Ensure all marketing activities adhere to regulatory requirements, risk controls, and Citi policies.
• Partner with Legal, Compliance, Risk, and Control teams to facilitate reviews and approvals of marketing initiatives.
• Maintain strong governance practices throughout campaign planning and execution.
• 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.

Qualifications:

• 6-10 years of marketing experience, preferably within financial services, wealth management, private banking, asset management, or a related industry.
• Demonstrated experience developing and executing strategic marketing programs that drive business outcomes.
• Strong ability to partner with senior business stakeholders and translate business objectives into marketing strategies and campaigns.
• Proven project leadership skills with experience managing multiple initiatives from concept through execution.
• Experience with client engagement programs, event marketing, content marketing, thought leadership campaigns, or integrated marketing initiatives.
• Strong analytical mindset with the ability to interpret performance data and generate actionable insights.
• Excellent communication, presentation, and stakeholder management skills.
• Ability to influence and collaborate effectively across a highly matrixed organization.
• Familiarity with Salesforce, marketing technologies, and marketing performance reporting.
• Deep understanding of the Ultra High Net Worth (UHNW) client segment, including the unique needs, expectations, behaviors, and decision-making dynamics of Private Bank clients and their families.
• Strong knowledge of financial markets, investment concepts, wealth management solutions, and the broader Private Banking landscape, with the ability to translate client insights into effective marketing strategies and engagement programs.
• Naturally curious about the UHNW marketplace, with a pulse on evolving client expectations, competitive trends, emerging engagement strategies, and innovations shaping the wealth management and luxury client experience.
• Demonstrated ability to leverage market intelligence, client research, industry best practices, and competitive insights to identify opportunities that strengthen client engagement, differentiate the Citi Private Bank brand, and support business growth.
• Creative and forward-thinking marketer who continually seeks new approaches to enhance the end-to-end client experience, deepen relationships, and elevate how Citi Private Bank engages with clients across all touchpoints.
• Passion for bringing ideas and best practices from both financial services and other client-centric industries to develop innovative marketing programs that create meaningful client value and competitive advantage.
• Experience supporting planning, reporting, budgeting, and business management activities is a plus.
• Proactive, strategic, and results-oriented with the ability to work independently in a fast-paced environment.
• Willingness to travel approximately 10-15% as business needs require.

Education:

• Bachelor's/University degree, Master's degree preferred (Bachelor's degree in Marketing, Business, Communications, Finance, or a related field is highly preferred)