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Wealth Management Digital Ecosystem Strategy Lead

Job Req ID 22474305 Primary Location New York, New York Job Category Marketing
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Wealth Management Digital Ecosystem Strategy Lead, SVP - C14

The Wealth Management Digital Ecosystem Strategy Lead, SVP is responsible for driving growth in the wealth management business via Citi’s digital ecosystem. Their focus will be on building measurability into these experiences and orchestrating improvements to help the business reach out growth and engagement goals.

This role sits on the business strategy team within Citi’s new U.S. Wealth Management organization. We offer banking & investing products across the spectrum from self-directed investing to advice as well as financial planning, advice, and other benefits and services tailored to tailored to affluent and high net worth customers through Citigold and Citigold Private Client as well as the new B2B deposit product offer, Citi Alliance. This is an excellent opportunity to be part of a high growth business at one of the world’s leading banks.

The ideal candidate has a background in banking for wealth management and experience in digital and content management. They should be able to balance business goals with customer experience. We are looking for someone who is accustomed to working with large cross-functional teams and can clearly articulate business goals and manage many competing priorities.


  • Strategic oversight of Citi’s wealth management digital ecosystem & responsibility for driving organic growth through and wealth microsites

  • Identify and communicate business challenges and goals related to digital ecosystem and measurement to marketing and agency partners and develop client-centric solutions that deliver results for the business

  • Manage metrics on client engagement on the digital ecosystem

  • Build processes to ensure coordination across digital platforms, business and marketing

  • Amplify and introduce approved content at the right points in the customer journey to drive business results

  • Lead projects across their lifecycle: identifying and structuring the problem, analyzing root causes, developing solutions, communicating project results, and obtaining buy-in for change

  • Partner with and leverage research team to understand consumer insights for brief development and learn from brand research as a way to consistently enhance digital placement of content, events and digital ecosystem

  • Manage day-to-day relationship with our agencies and provide direction that is clear and based on concrete rationale.

  • Effectively partner with internal business teams to manage expectations, solve for issues that may arise and consistently add value.

  • Proactively solve issues to ensure consistently breakthrough, relevant, consumer-centric creative.

  • Take ownership over competitive insights for your products/services – ensure working team is aware of new campaigns and implications for Citi.

  • 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.


  • 10+ years of experience in marketing, digital client experience and engagement, analytics and managing diverse teams

  • Passionate about client growth and marketing and curious about new developments in the industry

  • Passionate about how you build delightful and engaging client experiences to draw further client growth

  • Leadership presence: commands respect and will earn trust of senior leaders

  • Strategic Thinker

  • Ability to problem solve, sound business judgment, and demonstrated result orientation

  • Outstanding analytical and quantitative capabilities; history of academic and professional excellence and achievement

  • Creativity and independent thinking

  • Multi-tasks productively and reliably, while managing conflicting priorities

  • Consistently demonstrates clear and concise written and verbal communication

  • Collaborative work style; effectively interacts with partners across organizational boundaries/hierarchies

  • Highly motivated and with enthusiasm for Financial Services industry and desire to master the business

  • Sound working knowledge of financial modeling

  • Highly proficient in MS PowerPoint and Excel


  • Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.


Job Family Group:



Job Family:

Advertising, Branding and Media


Time Type:

Full time


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.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting


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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