Assistant Vice President, Digital Wealth Portfolio
Citi
About Us
Citibank is a leading Wealth Management financial institution dedicated to serve as a trusted partner to our clients by responsibly providing financial service. We are seeking a highly capable and motivated Assistant Vice President to contribute to strategic growth and innovation in the rapidly evolving digital wealth landscape. This role requires a blend of strong execution capabilities, an analytical mindset, and a passion for delivering unparalleled client experiences.
Responsibilities
Contribution to Strategic Objectives: Contribute to the strategic definition and achievement of business objectives, supporting revenue growth and P&L targets within the portfolio.
Strategy Formulation Support: Support the formulation and evolution of comprehensive business strategies, providing market insights and contributing to the identification of emerging opportunities in digital wealth.
Execution of Strategic Initiatives: Assist in the end-to-end design, planning, and execution of strategic initiatives, coordinating activities and collaborating with external partners and internal stakeholders.
Investment Portfolio & Digital Wealth Growth Support: Support the implementation of portfolio management strategies and promotional frameworks to enhance investment penetration and contribute to digital wealth revenue and net new investment asset growth.
Sales Enablement & Empowerment Contribution: Contribute to the development and deployment of sales enablement tools, comprehensive training programs, and strategic support to optimize campaign effectiveness and client engagement.
Digital Client Journey Enhancement: Contribute to the continuous evolution of the client's digital journey, supporting initiatives that drive product adoption, cross-selling synergies, and operational efficiencies across all digital platforms.
Market & Client Proximity Support: Support efforts to maintain market and client proximity, assisting in the development, launch, and scaling of innovative products, digital capabilities, and high-impact marketing programs.
Regulatory Compliance & Governance Adherence: Adhere to established governance frameworks, collaborating with legal, risk, and compliance teams, to ensure all digital sales processes comply with stringent internal policies and evolving external regulatory standards.
Operational Excellence Contribution: Contribute to the optimization of sales, service, and operational functions, supporting a culture of excellence, efficiency, and unwavering compliance with all institutional policies and regulatory mandates.
Digital Capabilities Development Support: Assist in leveraging data analytics and market intelligence to generate business insights that inform and support the development of next-generation digital capabilities.
Qualifications
Experience: 5-8 years of experience in investment product management, digital wealth management, or related financial services roles, with a demonstrable track record of contributing to business growth and transformation.
Business Acumen: Strong investment business acumen, with a proactive approach to identify and support opportunities for market expansion and revenue generation.
Collaboration & Influence: Strong interpersonal and collaborative skills, with an ability to work effectively within cross-functional teams and influence stakeholders towards shared objectives.
Analytical Prowess: Strong analytical capabilities, adept at distilling complex data into actionable insights and contributing to data-driven proposals, with an ability to adapt to dynamic market landscapes, technological shifts, and regulatory changes.
Operational & Program Management Support: A commitment to operational excellence, ensuring attention to detail and supporting strategic initiatives through established agile methodologies and program management practices.
Forward-Thinking & Execution Support: Demonstrates a forward-thinking approach, contributing to the anticipation of market trends and competitive dynamics, and supporting the execution of strategies with precision.
Client-Centricity: A profound and unwavering commitment to client-centricity, evidenced by a deep empathetic understanding of client needs and behaviors, translating into the creation of superior value propositions and experiences.
Education
Bachelor's degree in Business, Finance, Marketing, or a related field.
Relevant industry certifications (e.g., CFA) are a plus.
What We Offer
An opportunity to contribute to the future of digital wealth management at a leading financial institution.
A dynamic and collaborative work environment.
Competitive compensation and benefits package.
Professional development and growth opportunities.
If you are a highly motivated professional with a passion for innovation and a proven track record of contributing to business outcomes, we encourage you to apply.
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Product Management and Development------------------------------------------------------
Job Family:
Digital Product Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
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