Wealth - Investments Business Execution Lead - Director

Citi•New York, NY

27d

About The Position

Execute against key priorities and strategy for the Investment Solutions business across multiple countries/jurisdictions Ensure strategic goals that guide future growth and development of Wealth are prioritized and translated into tactical business plans with mechanisms for key measurements in place to monitor progress Ownership of end-to-end business processes across products and platforms to drive improvement in advisor and client experience while optimizing costs Unify data strategy and analytics across Investments and develop consistent dashboards utilized by multiple teams across Investments Act as delegate for Business Execution head when required in certain meetings Oversee the design, enhancement, implementation, reporting, and oversight of business workflows, procedures, and the assessment of existing environments and anticipated changes Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions Conduct management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc. Manages resources including hiring, and maintaining a diverse and effective workforce. Apply a broad and comprehensive understanding in multiple functional areas and their underlying business principles.

Requirements

15+ years of relevant experience in financial services
Strategically-minded with track record of execution excellence
Hands-on orientation with the demonstrated ability to drive customer journey improvements
Proven financial acumen, critical thinker with ability to provide an impartial, consultative and solutions oriented approach
Demonstrated strategic planning, financial reporting and budgeting skills
Consistently detail-oriented, goal-oriented and able to work in a team
Excellent communication skills required in order to influence a wide range of audiences
Prior success working in a large, highly-matrix and complex organization; ability to work in a fast-paced, dynamic environment
Consistently demonstrate clear and concise written and verbal communication
Technical knowledge and understanding of end to end business operating systems.
Customer focus; record of achievement in applying a customer mindset to shape solutions and approaches
Bachelor's degree/University degree or equivalent experience
Licenses; Series 7, 66 (or 63/65) and 24

Nice To Haves

Master's degree preferred

Responsibilities

Execute against key priorities and strategy for the Investment Solutions business across multiple countries/jurisdictions
Ensure strategic goals that guide future growth and development of Wealth are prioritized and translated into tactical business plans with mechanisms for key measurements in place to monitor progress
Ownership of end-to-end business processes across products and platforms to drive improvement in advisor and client experience while optimizing costs
Unify data strategy and analytics across Investments and develop consistent dashboards utilized by multiple teams across Investments
Act as delegate for Business Execution head when required in certain meetings
Oversee the design, enhancement, implementation, reporting, and oversight of business workflows, procedures, and the assessment of existing environments and anticipated changes
Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions
Conduct management responsibilities for a team, including management of people, budgeting and planning, performance evaluation, compensation, hiring, disciplinary actions, etc.
Manages resources including hiring, and maintaining a diverse and effective workforce
Apply a broad and comprehensive understanding in multiple functional areas and their underlying business principles