Marketing Operations & Financial Lead, Wealth Marketing

Citi•Charlotte, NC

About The Position

Strategic Financial Stewardship: 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. Enterprise Liaison & Influence: Serve as the central and influential liaison to key partners across Finance, Business Management, and Procurement, championing marketing's needs and aligning operational strategies. Vendor Lifecycle Optimization: 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. Operational Governance & Compliance: Champion and enforce operational governance across the marketing organization, developing and implementing robust reporting mechanisms, essential documentation, and stringent compliance protocols. Resource Management & Allocation: 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. Risk & Regulatory Fortification: 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. Data-Driven Decision Enablement: 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. Process Simplification & Standardization: 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. Integrated Performance & Reporting: Develop and integrate comprehensive marketing performance tracking and reporting frameworks that provide actionable insights into the effectiveness of campaigns and initiatives. Third-Party Management Excellence: Establish and enforce best practices for third-party risk management and operational oversight. Robust In-Business Controls: Design, implement, and monitor robust in-business controls to mitigate operational risks effectively.

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.
Financially fluent and operationally rigorous.
Collaborative and detail-oriented.
Strong communicator with stakeholder management skills.
Structured thinker who thrives in complex environments.
Trusted partner and problem solver.

Nice To Haves

Master's degree preferred

Responsibilities

Strategically lead and optimize comprehensive financial planning, budget management, and headcount oversight
Serve as the central and influential liaison to key partners across Finance, Business Management, and Procurement
Drive and oversee the end-to-end vendor engagement lifecycle
Champion and enforce operational governance across the marketing organization
Proactively track, manage, and optimize marketing resources, allocations, and critical funding approvals
Collaborate seamlessly with Legal and Risk departments to ensure unwavering marketing compliance
Implement and champion advanced project management tools, interactive dashboards, and sophisticated performance trackers
Lead initiatives to drive significant simplification and standardization across key marketing workflows
Develop and integrate comprehensive marketing performance tracking and reporting frameworks
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