Citi

Marketing Operations Lead, Wealth Marketing

Citi

full-time

Posted on:

Location Type: Hybrid

Location: Charlotte • New York • North Carolina • United States

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Salary

💰 $134,960 - $202,440 per year

Job Level

Senior

About the role

  • Strategically lead and optimize comprehensive financial planning, budget management, and headcount oversight for the global marketing function, ensuring optimal allocation of resources to strategic priorities.
  • Serve as the central and influential liaison to key partners across Finance, Business Management, and Procurement, championing marketing's needs and aligning operational strategies.
  • Drive and oversee the end-to-end vendor engagement lifecycle, encompassing strategic onboarding, contract negotiation, performance management, and meticulous invoice tracking to ensure maximum value and compliance.
  • Champion and enforce operational governance across the marketing organization, developing and implementing robust reporting mechanisms, essential documentation, and stringent compliance protocols.
  • Proactively track, manage, and optimize marketing resources, allocations, and critical funding approvals in close partnership with regional leads and business heads, aligning expenditure with strategic impact.
  • Collaborate seamlessly with Legal and Risk departments to ensure unwavering marketing compliance with all regulatory requirements, internal controls, and evolving policy changes, safeguarding the firm's reputation.
  • Implement and champion advanced project management tools, interactive dashboards, and sophisticated performance trackers to elevate leadership visibility, foster data-driven decision-making, and drive accountability.
  • Lead initiatives to drive significant simplification and standardization across key marketing workflows, including strategic planning cycles and Quarterly Business Reviews (QBRs), enhancing efficiency and agility.
  • Develop and integrate comprehensive marketing performance tracking and reporting frameworks that provide actionable insights into the effectiveness of campaigns and initiatives.
  • Establish and enforce best practices for third-party risk management and operational oversight.
  • Design, implement, and monitor robust in-business controls to mitigate operational risks effectively.
  • Appropriately assess risk in all business decisions, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Requirements

  • 10+ years of progressive leadership experience in business management, finance, or marketing operations within a global, highly matrixed organization, preferably in financial services.
  • Deep expertise in strategic budget planning, advanced vendor lifecycle management, robust operational controls, and enterprise-level governance frameworks.
  • Proven track record of driving transformational change, successfully managing large-scale processes, and leading complex cross-functional initiatives to achieve significant business outcomes.
  • Exceptional analytical skills with the ability to translate complex financial and operational data into clear, actionable strategic insights and recommendations.
  • Advanced proficiency with enterprise-level financial management systems, procurement platforms, project management tools, and sophisticated financial reporting platforms.
  • Demonstrated ability to influence senior stakeholders, champion best practices, and foster a culture of operational excellence and continuous improvement.
Benefits
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial planningbudget managementvendor lifecycle managementoperational controlsgovernance frameworksanalytical skillsfinancial reportingstrategic planningrisk managementcompliance
Soft skills
leadershipinfluencingcollaborationcommunicationstrategic thinkingproblem-solvingoperational excellencecontinuous improvementdata-driven decision-makingtransparency