Citi Looking for Global Wealth Management – Banking & Lending Product Finance Officer (Hybrid) at O’Fallon, Missouri Full Time

Global Wealth Management (GWM) Banking/Lending Products Finance Officer – (C15)

Citi Global Wealth Management (GWM) is a unified wealth platform that serves clients across the wealth continuum. GWM serves ultra-high-net-worth individuals and family offices through Citi Private Bank (CPB), operates in the affluent and high-net worth segments through Citigold® and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work (WAW). We also have leading investment solutions platform, which allows us deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Citi clients.

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The role reports into the Lead Finance Officer of GWM Global Products and oversees the financial performance aspects of Banking and Lending products, as well as develops and supports the implementation of capital and return optimization actions. This role supports the GWM Banking and Lending head and partners closely with the business senior leadership team and line of business finance staff. The Banking and Lending Finance Officer will act as a trusted and strategic advisor to the banking and lending product leadership.

Responsibilities:

• Responsible for in depth analysis on banking and lending product financial performance and returns across multiple regions within the GWMM business lines.
• The role will also work closely with finance partners across Private Bank, Wealth at Work and Citigold to drive consistency and best practices around key planning and analysis activities and processes as it relates to banking and lending products.
• Provide analytical insight to senior management, including identification and assessment of key financial and business risks and opportunities to ensure financial targets are achieved.
• Identify and assess key financial and strategic issues including a comprehensive review of GWM’s balance sheet and P&L by loan and liability type as well as by product, risk, geographic region and legal entity.
• Drive Business performance and capital allocation, as well as develop and lead return optimization efforts. Work closely with business partners, treasury and capital planning to continuously improve focus and execution on product and client segment returns.
• Partner with business, finance partners in GWM and PBWM, as well as other internal service providers to continually enhance product and client segment cost allocation and performance insight.
• Collaborate with cross-functional partners in Products, Investments, Analytics, FP&A, Treasury, Legal and Compliance to achieve key business objectives
• Partner with Treasury on how to best leverage assets and deploy appropriate funding strategies and opportunities, as well as managing issues related to capital
• Build out and lead diverse team of finance professionals across the US and analytical centers outside the U.S. Attract, develop and retain top talent across geographies
• Drive finance transformation efforts in conjunction with broader Citi Finance initiatives
• Appropriately assess risk in business decisions, safeguarding Citi’s reputation, its clients and assets, by demonstrating sound ethical judgment

Qualifications:

• 15+ years of financial experience and leadership progression in the wealth industry and/or a global financial services organization
• Strong leadership skill and business acumen. Executive presence; ability to interact and influence senior management
• Superior communication and presentation skills; ability to drive change and support transformation and process improvement across all functional areas
• Exceptional problem solving and analytical skills, as well as strong controls mindset
• Excels in environment of tight deadlines and a fast-paced, team-oriented environment

Education:

• Bachelors/University degree, Master’s degree preferred; managerial experience

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Job Family Group:

Finance

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Job Family:

Finance Management

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Time Type:

Full time

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Primary Location:

Ofallon Missouri United States

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Primary Location Salary Range:

$170,000.00 – $300,000.00

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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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