• Job Description

  Req#: 24775447

  Position Overview:

  We are seeking a visionary and strategic leader to run our Global Wealth Management Next Best Action Platform. This platform aims to deliver high-quality, customized advice at scale, ensuring optimal client engagement through the right frequency and appropriate channels. The role involves establishing a standard of engagement for advisors, bankers, and relationship managers, while continuously learning from client behaviors and preferences. The ideal candidate will drive the development and implementation of a dynamic system that personalizes client interactions, identifies unique opportunities, and creates a feedback loop for ongoing improvement.

  Key Responsibilities:

  - Platform Leadership:

  - Oversee the development and operation of the Next Best Action Platform to ensure it delivers high-quality, customized advice at scale.

  - Establish optimal engagement standards for advisors, bankers, and relationship managers tailored to each client.

  - Continuously enhance the platform based on client behaviors and preferences.

  - Personalization and Engagement:

  - Identify and customize opportunities to meet the unique needs of each client.

  - Develop an optimization engine to rank and score investment ideas, personal ideas, service alerts, and market events.

  - Feedback and Improvement:

  - Create a virtual feedback loop to provide transparency on the platform’s effectiveness.

  - Focus on ongoing improvement by analyzing what works and what doesn’t.

  - Implement mechanisms for collecting and acting on feedback.

  - Integration and Distribution:

  - Deliver personalized advice through various interfaces and channels, including email, task assignment, click-to-dial, and other actions.

  - Ensure seamless integration of the platform with existing systems and workflows.

  - Campaign Management:

  - Drive the measurement and efficacy of hundreds of campaigns.

  - Analyze campaign performance to inform future strategies and optimizations.

  Qualifications:

  - Education:

  - Bachelor’s degree in Finance, Business, Computer Science, or related field; advanced degree preferred.

  - Experience:

  - 15+ years of experience in wealth management with a deep understanding of the industry.

  - Proven track record of delivering similar platforms in previous roles.

  - Strong background in AI and machine learning applications in financial services.

  - Experience with personalization engines, CRM systems, and campaign management.

  - Proven ability to work within a large global organization.

  - Demonstrated ability to partner effectively with technology, legal, compliance, and risk teams to deliver results.

  - Skills:

  - Exceptional strategic thinking and problem-solving skills.

  - Ability to work collaboratively with cross-functional teams.

  - Strong understanding of client engagement and wealth management processes.

  - Excellent communication and interpersonal skills.

  - Proficiency in data analysis and optimization techniques.

  Key Attributes:

  - Visionary Leader: Able to create and drive a compelling vision for the Next Best Action Platform.

  - Client-Centric: Focused on delivering personalized, high-quality advice and enhancing client engagement.

  - Innovative Thinker: Constantly seeking ways to improve and optimize the platform.

  - Collaborative Partner: Works effectively with advisors, bankers, relationship managers, and other stakeholders.

  - Data-Driven: Uses data to inform decisions and measure the platform’s success.

  ------------------------------------------------------

  Job Family Group:

  Decision Management

  ------------------------------------------------------

  Job Family:

  Business Analysis

  ------------------------------------------------------

  Time Type:

  Full time

  ------------------------------------------------------

  Primary Location:

  Tampa Florida United States

  ------------------------------------------------------

  Primary Location Full Time Salary Range:

  $170,000.00 - $300,000.00

  
  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.

  ------------------------------------------------------

  Anticipated Posting Close Date:

  Aug 15, 2024

  ------------------------------------------------------

  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

• About the company

  While we're a global bank, our mission is simple: We responsibly provide financial services that enable growth and economic progress. We strive to earn and maintain the public's trust by constantly adhering to the highest ethical standards. We ask our colleagues to ensure that their decisions pass three tests: they are in our clients' interests, create economic value, and are always systemically responsible. When we do these things well, we make a positive financial and social impact in the communities we serve and show what a global bank can do.

Notice