Background & Job Description Summary Citi's Wealth Business caters to a diverse clientele across the entire wealth spectrum, offering comprehensive products and services. These include Banking, Mortgages, Investment Finance, Capital Markets, Managed Investments, Custody, Trust, and Estate Planning. Our clients range from Ultra High Net Worth Individuals and Families, Family Offices, Professional Firms/Associates/Partners, to Registered Investment Advisors, Hedge Funds, and Private Equity firms.
Within Citi's Wealth Business, the Global Balance Sheet Management team is dedicated to optimizing capital, liquidity and transfer pricing. The team drives balance sheet optimization initiatives, conducts critical analysis, and provides strategic guidance on capital, liquidity, and balance sheet utilization for the business.
We are seeking a highly motivated and analytically strong individual to join Citi’s Global Balance Sheet Management team and spearhead our efforts to drive liquidity optimization for Wealth products. This position demands excellent communication skills for guiding, influencing, and persuading senior stakeholders. The ideal candidate is an experienced, energetic professional with strong, proven data analytical skills, a deep understanding of data flows between systems, and effective project management abilities. They must be capable of partnering with Treasury, Risk, Operations, Service teams, business units, and other stakeholders to ensure the timely execution of liquidity optimization initiatives. This role requires a self-starter who can effectively work and lead in a team environment, often under significant time constraints. A robust background in Treasury, along with knowledge and experience in liquidity and transfer pricing topics, are essential prerequisites.
Key Responsibilities
Qualifications And Competencies
Education
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Job Family Group: Product Management and Development
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Job Family: Product Management
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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: $129,840.00 - $194,760.00
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: ------------------------------------------------------
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.
View Citi’s EEO Policy Statement and the Know Your Rights poster.*
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