Chief Operating Officer - Wealth

Citi•New York, NY

About The Position

Work, and the Private Bank, enabling us to advise affluent, high-net worth and ultra-high The COO plays the important role of partnering with the Head of Wealth to run the day-to- day operation of the business. This role drives excellence across all our Wealth business platforms through effective Business Execution in support of our client-facing and product businesses, budget and expense management, Risk & Controls for Wealth, Transformation In addition, the COO is focused on our Client Platform improvements and business digitization and ensuring we are at the front line of technology with regards to our Data, Analytics and AI Innovation. The COO aligns the work of various functional teams supporting our continued progress towards client excellence, operational excellence, and risk & controls. Works closely with the Head of Wealth and senior leadership team to execute our Wealth strategy. Establish and manage a robust governance framework for the execution and tracking of Strategic Initiatives. Leads Change Management initiatives across Wealth as designated by the Head of Wealth. Responsible for the strategic planning, execution, and seamless integration of US Retail Bank into the Wealth organization, a priority for 2026. In partnership with Business, Finance and HR, responsible for business planning, business reviews and business performance, budgeting, and expense management. Leadership of Wealth's workforce management council and associated deliverables to meet transformation and regulatory requirements. Coordinates with the business the Wealth Technology book of work and partners with Technology to drive implementation. Oversees Data Management for Wealth, in partnership with the Chief Data Office. COO leads our business supervision and oversight function. In addition, the COO strengthens our 1st LOD focus on AML/financial crimes detection in support of our Wealth businesses. Partners with the Controls team to ensure compliance with external regulations, internal policies, and local country compliance (including KYC). Focus on high quality internal controls. Supports Wealth businesses for Audit and Regulatory inquiries or reviews. Responsible for the management of our Real Estate footprint. Ensures a realistic succession plan is in place for key roles in the COO organization. Demonstrated experience in stakeholder management. Able to develop a level of credibility to influence leaders across the organization. Understanding corporate governance frameworks as well as regulatory requirements. Prior business management experience, ideally in Wealth. Disciplined execution supporting business growth and expense management goals. Operational excellence and process orientation. Change leadership to articulate Wealth COO Strategy, communicate it effectively, inspire teams and drive change. Demonstrated evidence of building an organization's capacity by embedding talent management into the business as a core strategy. Demonstrated people leadership skills

Requirements

Demonstrated experience in stakeholder management
Able to develop a level of credibility to influence leaders across the organization
Understanding corporate governance frameworks as well as regulatory requirements
Prior business management experience, ideally in Wealth
Disciplined execution supporting business growth and expense management goals
Operational excellence and process orientation
Change leadership to articulate Wealth COO Strategy, communicate it effectively, inspire teams and drive change
Demonstrated evidence of building an organization's capacity by embedding talent management into the business as a core strategy
Demonstrated people leadership skills
Licenses required - Series 7 and 24

Responsibilities

Partnering with the Head of Wealth to run the day-to- day operation of the business
Driving excellence across all our Wealth business platforms through effective Business Execution in support of our client-facing and product businesses, budget and expense management, Risk & Controls for Wealth, Transformation
Focusing on our Client Platform improvements and business digitization and ensuring we are at the front line of technology with regards to our Data, Analytics and AI Innovation
Aligning the work of various functional teams supporting our continued progress towards client excellence, operational excellence, and risk & controls
Working closely with the Head of Wealth and senior leadership team to execute our Wealth strategy
Establishing and managing a robust governance framework for the execution and tracking of Strategic Initiatives
Leading Change Management initiatives across Wealth as designated by the Head of Wealth
Responsible for the strategic planning, execution, and seamless integration of US Retail Bank into the Wealth organization, a priority for 2026
In partnership with Business, Finance and HR, responsible for business planning, business reviews and business performance, budgeting, and expense management
Leadership of Wealth's workforce management council and associated deliverables to meet transformation and regulatory requirements
Coordinates with the business the Wealth Technology book of work and partners with Technology to drive implementation
Overseeing Data Management for Wealth, in partnership with the Chief Data Office
Leading our business supervision and oversight function
Strengthening our 1st LOD focus on AML/financial crimes detection in support of our Wealth businesses
Partnering with the Controls team to ensure compliance with external regulations, internal policies, and local country compliance (including KYC)
Focusing on high quality internal controls
Supporting Wealth businesses for Audit and Regulatory inquiries or reviews
Responsible for the management of our Real Estate footprint
Ensuring a realistic succession plan is in place for key roles in the COO organization