Citi

Counselor

• Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients
• They should be experienced in the implementation and oversight of investment solutions, and in providing advice and guidance on markets and actionable investment ideas
• Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra-high net worth clients of Citi Private Bank, and should be entrepreneurial and capable of bringing in new clients/investment relationships
• Candidates for the position should be collaborative and team oriented, able to leverage a wide array of internal partners
• Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank
• Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions
• Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service and cross-marketing opportunities
• Work across currencies, asset classes, markets and jurisdictions
• Engage and advise clients on brokerage activity and execute trades seamlessly
• Appropriately assess risk when business decisions are made, 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

Investment Counselor

Account Manager

• Lead as the subject matter expert across a broad sales Area of assigned branches
• Partner with cross retail segment Area peers spanning Wealth Management, Consumer and Mortgage and initiate collaboration to optimize relationships to execute sales plan
• Accountable to scorecard metrics and KPI’s as defined by Senior Management
• Support the development of small business knowledge and skills to assigned branch Area team through execution of joint sales activities, ongoing training, and identifying referral opportunities
• Call on your assigned book of high valued clients, to deepen the relationship and retain their business
• Educate and introduce clients to the appropriate products and services that fit their needs
• Manage credit requests up to $250K, and work closely with Sr. Business Bankers on lending relationships over $250K
• Develop and execute an integrated and comprehensive sales plan to achieve scorecard results
• Proactively manage portfolio of assigned high value clients
• Collaborate with Consumer and Wealth business partners to deepen client relationships
• Work closely with the credit/risk team and Branches to facilitate loan closings

Business Relationship Manager

Manager

• support multiple aspects of the lending lifecycle including loan closing and servicing coordination
• facilitate complex client onboarding, data management, and quality control
• contribute to the build and development of processes, standards, procedures, controls, training, and implementation of transaction management
• aid in the design and implementation of technology including testing and rollout
• provide training and support to transaction management staff and business constituents
• partner with originating and coverage business lines, credit risk, operations, and legal
• ensure quality of data, controls, and processes meet internal policies and regulatory requirements/expectations
• work with lines of business to define and implement operational metrics and risk and control reviews
• constantly improve processes, controls and efficiencies within the group and front to back across loan lifecycle
• participate in projects to enhance performance and efficiency
• manage and maintain a deal closing pipeline of loan transactions
• coordinate and close loan transactions/lifecycle events

Transaction Manager

Vice President

• Builds relationships with client network and operational teams
• Ensures timely completion of Know Your Client (KYC) and other regulatory requirements
• Helps clients to access Citi’s global network
• Works with RMs and product partners to on-board new clients/new subsidiaries
• Coordinates credit requests and approvals
• Engages with product partners and Citi’s global network
• Ensures periodic support discussions are held with clients
• Maintains correct client legal and marketing hierarchies
• Partners with Credit Admin team to ensure credit documentation is kept current
• Assists in implementation of cash transactions for Banker
• Appropriately assess risk when business decisions are made

Relationship Associate – Assistant Vice President

Sales

• Resolve escalations prior to going to a manager
• Train new hires and junior level staff
• Provide technical guidance to resolve problems
• Provide manager with feedback for performance reviews
• Identify and implement process improvements to enhance efficiencies
• Persuade and influence others through communication and diplomacy skills
• Appropriately assess risk when business decisions are made

Team Coordinator, Fixed Income Cash Sales, Middle Office, AVP

Analyst

• manage preparing and reviewing loan documentation
• providing support to a variety of tasks related to the loan process
• independently processing and closing loans within a complex loan operations environment
• providing day-to-day loan transactional processing
• booking cash transactions and making payments
• performing loan reconciliations and input of general ledger entries
• resolving problems by identifying and selecting solutions through the application of acquired technical experience
• designing and analyzing moderately complex loan documentation reports to satisfy management requirements
• minimizing risk to the bank through increased knowledge of procedural requirements

Loan Documentation and Processing Associate

Director

• Manage a team of project management professionals
• Provide leadership, oversight and hands-on delivery and coordination of large-scale programs
• Directly manage the Lending Project Management team
• Lead end‑to‑end program and project execution
• Coordinate cross‑functional delivery, manage dependencies and risks
• Ensure initiatives are delivered on time and within scope
• Develop and manage integrated programs of work
• Facilitate and resolve large-scale, cross-program issues
• Establish and maintain strong governance, reporting and communication cadence
• Promote consistency, leverage, and continuous improvement across program execution
• Partner with senior stakeholders to define objectives

Senior Program Group Manager – Director

Business Analyst

• Supervise a business analytic team supporting one large system or multiple systems
• Provide direction and technical leadership on complex, high-impact projects
• Resolve issues that have impact beyond own area
• Work as a team to achieve objectives and negotiate with internal and external parties
• Acts as SME to senior stakeholders and/or other team members
• Ability to manage teams
• Assess risk when business decisions are made
• Clarify technical or functional doubts to Business and Technology teams
• Participate in the design of test cases and accompany tests in DEV and QA

Senior Business Analyst – Compras

Operations

• Responsible for the day to day management of executing to milestones and budget on one or more projects
• Assess creation of project plan, charter, stakeholder management plan, acceptance plan, and central project issue log
• Work with Project Sponsor to ensure business case/cost benefit analysis is in line with business objectives
• Confirm project plans meet business needs as described in the project initiation documents
• Ensure all stakeholders are identified and included in scope definition activities
• Understand project schedule and key milestones
• Escalate project risks to the Project Director, or Project Sponsor, when appropriate
• Ensure vendor performance is monitored and actions taken if performance warrants
• Provides sophisticated analysis with interpretive thinking to define problems and develop innovative solutions
• Directly affects the business by influencing strategic functional decisions through advice, counsel, or provided services

VP Operations Lead Analyst

• Own end-to-end execution of assigned product development initiatives across the Wallets & Agentic Commerce roadmap, including partner integrations, feature launches, and platform enhancements
• Translate strategic direction set by leadership into detailed business requirements, test plans, and delivery plans
• Manage product development intake, backlog grooming, and prioritization in coordination with Technology and other cross-functional partners
• Serve as the primary day-to-day product development point of contact across Technology, Fraud, Networks, Rewards, Business Development, and Marketing to drive initiative delivery
• Facilitate alignment across cross-functional teams to resolve blockers, manage dependencies, and keep workstreams on track
• Partner closely with external wallet platforms and payment partners (such as Apple, Google, PayPal, Paze, MACS, and OpenAI) on feature integration and launch readiness
• Coordinate with the Value, Lending, and Commerce cross-functional team on shared initiatives and dependencies
• Author detailed business requirements, product and feature specifications, and User Acceptance criteria for assigned initiatives
• Define and validate end-to-end customer journeys for wallet provisioning, checkout experiences, authentication flows, and agentic payment interactions
• Identify and document edge cases, servicing impacts, fraud considerations, and Customer Experience (CX) implications for new product features
• Partner with User Experience (UX) / design teams to ensure customer experience standards are met across digital wallet and agentic commerce touchpoints
• Support partner engagement activities including feature scoping, integration planning, and launch coordination with wallet platforms and Payment Service Providers (PSPs)
• Participate in partner working sessions and represent product requirements clearly and effectively
• Monitor product performance post-launch and identify opportunities for optimization
• Work with analytics partners to continuously evaluate wallet provisioning funnels and customer adoption metrics

Senior Vice President, Product Development – Wallets, Agentic Commerce

• Provide operations support services including record/documentation maintenance
• Serve as the liaison between operations staff, relationship managers, project managers, custodians and clients
• Follow established procedures to complete complex assignments and resolve problems
• Provide team assistance, including serving as subject matter expert
• Conduct basic analysis and research as well as workflow management
• Communicate pertinent information to senior managers and support activities that help mitigate organizational loss or impact

Ops Support Assistant – Bilingual English/Spanish

• Partner with Trading, Risk, Operations, Finance, and Technology to gather, analyze, and document complex business and regulatory requirements related to margin, collateral, and risk calculations
• Translate business needs into clear, actionable artifacts (user stories, BRDs/FRDs, data mappings, process flows)
• Perform gap analysis of current vs. target-state processes, data flows, and controls
• Support design decisions aligned with target-state architecture, including microservices-based and event-driven platforms
• Support systems calculating and optimizing margin requirements using models such as VAR, SIMM, and Credit Stress
• Analyze trade, market data, and MTM flows, ensuring consistency, completeness, and accuracy across the lifecycle
• Partner closely with Quant, Risk, and Data teams to validate methodologies, assumptions, and outputs
• Contribute to the design and enhancement of data quality, completeness, accuracy, and timeliness controls
• Ensure alignment with internal governance, regulatory expectations, and audit requirements
• Proactively identify risks, dependencies, and control gaps, escalating where appropriate
• Work closely with development leads and engineers throughout the SDLC
• Participate in agile ceremonies, backlog refinement, sprint planning, reviews, and UAT
• Coordinate with global and offshore teams to ensure consistent delivery and documentation standards
• Support production releases, validation activities, and post-deployment reviews
• Communicate complex concepts clearly to both technical and non-technical stakeholders
• Influence across teams without formal authority to drive alignment and delivery
• Contribute to roadmap discussions, platform modernization initiatives, and continuous improvement efforts

Senior Business Analyst – Vice President

Art Director

• Lead and develop a team of Design Leads, Copy Leads, designers, and copywriters
• Define and execute the creative vision for high-priority marketing campaigns
• Oversee the end-to-end marketing communications approval process
• Present creative strategy and campaign impact to senior leadership
• Partner with internal stakeholders and external creative agency relationships
• Identify and implement new marketing technologies and process improvements
• Champion ADA compliance across all marketing collateral
• Evaluate creative risk and uphold governance standards across all marketing activity

Senior Creative Director, Multi-Media

• Lead and manage the data & measurement roadmap for the Commerce Media Network (e.g., releases, KPIs, owners)
• Develop and operationalize closed-loop measurement approaches leveraging Citi data and partner signals
• Identify KPIs from online media data sources (Programmatic, Onsite) and combine them into a single measurement view
• Drive standardization of post-campaign reporting, and test-and-learn frameworks
• Develop attribution models and frameworks to establish measurement for Commerce Media campaigns
• Provide strategic leadership to grow the Commerce Media business through new analytical capabilities and advertisers
• Build and integrate Gen AI capabilities to accelerate measurement and insights generation
• Partner with Finance and Product teams to track actuals versus forecast for business growth and revenue on a granular basis
• Develop and deliver insightful reports, dashboards, and presentations to key stakeholders, translating complex analytical findings into clear, concise, and actionable recommendations.
• Partner closely with Product Development, Sales, Ad Ops, Audience Analytics, Marketing, and Technology teams to integrate analytical insights into product design, marketing campaigns, and business development initiatives.
• Appropriately assess risk when business decisions are made, 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, as well as effectively.

Senior Lead, Measurement and Insights Analytics

Project Manager

• Develop detailed project plans that meet business strategy goals and demonstrate in-depth understanding of existing technology services Digital Workplace Client Services to achieve our Strategic commitments.
• Lead a team of Project managers, providing managerial oversight and managing work slate in addition to general management responsibilities such as performance evaluation and management, employee selection, compensation, budget management and resource planning
• Resolve project/technical issues that have impact beyond own area and apply in-depth understanding of concepts and procedures within own area and basic knowledge of other areas
• Provide services by using insights from stakeholder/partner relationships, actively seeking information to understand issues, expectations and needs
• Ensure essential procedures are followed and contributes to defining standards and recommend reengineering efforts for continuous improvement
• Provide evaluative judgment based on analysis of information in complicated, unique and dynamic situations, drawing on diverse range of internal and external sources
• Persuade and influence others through communication and diplomacy skills and negotiate with external parties as needed
• Appropriately assess risk when business decisions are made, 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.