The Citi Global Wealth Business was created to combine our Private Bank business comprising of clients with a net worth of $25mm and join this with our Citi Gold and Citi Private Client business (net worth of $200k v. $1mm). The goal of the creation of this business is to provide clients access to more products and digitize our offering to our clients. The Wealth Operations organization are looking to harmonize their processes and create strategies and synergies across our people, product and our platform.The candidate will be working on the Operations Change Management team, to govern and manage Tech change Book of Work as well as drive strategy across the Wealth program for operations. Closely liaising with the Operational leads to drive synergies and implement process re-engineering changes, technology platform changes, and working on new and emerging technologies.As part of Change Management team, you will have a unique exposure to worlds of Technology, Business, Operations, PMO and Business Management through meaningful projects that have real impact on our business and clients Our seasoned professionals will provide you with a training and mentorship required to succeed in this role. You will experience a supportive and collaborative work environment and have exposure to our senior leaders. You will work on high impact and global projects to further develop your banking industry knowledge and soft skills such as communication, teamwork and leadership through, which are critical to success in today’s fast-paced, ever changing business landscape. After completing this program, you will also have solid real-world, hands-on experience in technology projects and banking industry.Responsibilities:
Focus on the end-to-end operational processes to eliminate manual intervention, streamline the process creating efficiency and reducing cycle time
Partner with technology teams to deliver best in class solutions and enhancements to Operation teams
Understand, analyze and drive transformational decisions based on Data
Partner with the Ops product teams to update Operations process flows and lead process reengineering campaigns
Work closely with tech partners and work on emerging technologies such as NLP and AI to help create opportunities for the business
Track initiatives across partnered teams to ensure successful deliveries
Identify opportunities for Digitization and Automation including RPA and Workflow Management opportunities
Track initiatives across partnered teams to ensure successful deliveries
Drive design and implementation of new operating model for Operations, and associated processes and procedures
Develop and implement relevant operating model changes in order to pivot the Operations organization towards digitization and enhanced client experience
Promote a culture of continuous improvement and cultivating a robust service and control environment
Qualifications:
5-8 years of experience in the financial or consulting industry, change management, process re-engineering or client onboarding role specifically within Operations
Track record of implementing operational metrics and dashboards to support strategic decision making
Strong familiarity with Process Management, six sigma, process flow diagramming and governance, specifically within Operations
Experience program managing large scale global and complex initiatives and implementations
Ability to effectively partner with Ops leads, technology partners, senior management and business counterparts
Strategic thinker and visionary who can also roll up sleeves to ensure proper execution
Exceptional written & verbal communication skills
Very Strong Presentation, PowerPoint & Excel skills
Excellent leadership and negotiation skills
Demonstrated organization skills with the ability to multi task effectively in a high volume environment while maintaining adherence to deadlines and priorities
Self-motivated and directed, proactive and action-oriented, must demonstrate personal accountability
Key Required Competencies
Strong knowledge and experience working with large data sets, determining the key data points and being able to concisely summarize it for senior management.
Knowledgeable with creating dashboards/KPIs including using key industry tools such as SharePoint, QlikView, Tableau and others.
Strong analytical skills with the ability to synthesize and package data and present findings for senior mgmt.
Project Management experience in working in Waterfall / AGILE methodologies
Strong knowledge of process flow diagramming and knowledge of relevant tools (e.g. Visio, Signavio)
Strong expertise in both PowerPoint & Excel (Advanced)
Education:
Bachelor’s/University degree or equivalent experience, potentially Masters degree
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.Job Family Group:Business Strategy, Management & AdministrationJob Family:Strategy & DevelopmentTime Type:Full timePrimary Location:Tampa Florida United StatesPrimary Location Full Time Salary Range:$113,840.00 - $170,760.00In 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:Jan 31, 2025Citi 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm) .View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCPEEOSupplementFinalJRFQA508c.pdf) .View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeoaapolicy.pdf) .View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp%20EnglishformattedESQA508c.pdf)Citi is an equal opportunity and affirmative action employer.Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
