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Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families. We provide global insights informed by deep local knowledge and help deliver the complete financial management strategies that today’s wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family o6ices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their wealth. Lending is a key product o6ering within Citi Wealth. Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. This role reports into a newly created role the Global Head of Business Strategy and Governance, which is a member of the Citi Wealth Lending Leadership team.

Responsibilities:

+ Support Global Head of Business Strategy and Governance translate business plans into regional action plans (via Sprint format) with mechanisms for key measurements in place to monitor progress

+ Support the execution of strategic projects, tracking progress and ensuring alignment with overall business goals.

+ Partner with regional lending leadership team to conduct research on market trends, competitive landscapes, and customer behavior.

+ Preparation of presentations and reports to communicate findings and recommendations to senior management and stakeholders.

+ Lead the product lifecycle mapping across all products to help identify areas for review and e6iciency uplift

+ Support Wealth Lending Head with ad-hoc requests

Key Skills / Qualifications:

+ 8+ years of relevant experience in financial services – ideally with Lending experience in a High Net Worth or Ultra High Net Worth organization

+ Strong ability to analyze data, identify trends, and develop data-driven insights.

+ Ability to identify problems, analyze their root causes, and develop e6ective solutions.

+ Strategic thinker - Understanding of business strategy, market dynamics, and competitive landscapes.

+ Excellent written and verbal communication skills to convey complex information clearly and concisely.

+ Ability to work e6ectively with cross-functional teams and various stakeholders.

+ Proficient in tools like Excel, PowerPoint, and potentially other data analysis software.

+ Consistently detail-oriented, goal-oriented and able to work in a team.

Education:

+ Bachelor's degree/University degree

+ Master's degree preferred

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Job Family Group:

Business Strategy, Management & Administration

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Job Family:

Strategy & Development

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$176,720.00 - $265,080.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Aug 06, 2025

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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._

_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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) ._

_View Citi’s EEO Policy Statement (https://www.citigroup.com/global/eeo-aa-policy) and the Know Your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf) poster._

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.