Vice President, Wealth Client Segments Performance Initiatives Leader (Hybrid)

Hispanic Technology Executive Council
New York, NY, United States
$129.8K-$194.8K a year
Full-time
We are sorry. The job offer you are looking for is no longer available.

The Wealth Client Segments Control Testing Utility is responsible for the testing of controls designed and owned by the Citis Wealth Segments businesses.

This position reports to the Wealth Client Segments Control Testing Head within the Control Testing Utility and is an execution-oriented individual contributor position accountable for driving controls testing performance and improvement initiatives.

The Wealth Client Segments Performance Initiatives Leader is a subject matter expert on projects, initiatives management, use of analytics and tracking to keep the teams book of work current and maintain absolute accuracy and timeliness of strategic initiative progress / status tracking tools.

Excellent communication skills required to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required to guide, influence, and convince others, particularly colleagues in other areas and occasional external customers.

Accountable for significant controls testing results and advice regarding the controls execution. Necessitates a degree of responsibility over technical strategy.

Responsible for supporting the Wealth Client Control Testing Head on performance initiatives related tasks, including interaction with other performance initiatives leaders within the larger organization.

Responsibilities :

  • Supports the Wealth Client Segments Control Testing Utility by leading strategic rollouts, managing the areas book of work, and tracking performance against established goals.
  • Serves as subject matter expert for the book of work file and strategic initiative progress / status tracking tools ensure all are kept as up to date as possible and always fully accurate.
  • Develops, maintains, and publishes a schedule of when data becomes available to be able to refresh the book of work and strategic initiative progress / status tracking tools including Testing QC fails.
  • Educates team leaders and testing analysts regarding their responsibilities and how to make required inputs to the book of work file and / or other trackers.
  • Drives the adoption of best practices and improvements to the book of work file and / or other trackers maintained by this individual to assist senior management decision making and execution.
  • Research week-over-week gaps and changes in Testing (IDs, monitoring descriptions, monitoring frequencies, etc.), and attempts to diagnose / resolve prior to contacting testing leads.
  • Identifies opportunities to improve efficiencies in sourcing, producing, updating, and communicating relevant updates to the book of work file and strategic initiative progress / status tracking tools.
  • Identifies and proposes improved strategic initiatives progress / status tracking tools, mechanisms, reporting, and communications to the team leader if approved, drive implementation.
  • Responsible for checking that goals are being met for timely delivery of key projects and proactive escalation of any roadblocks, including awareness of all reporting and communications deadlines.
  • Maintains relationships and drives accountability with partners and stakeholders to drive testing's success in support of the business's strategy.
  • Appropriately assesses 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.
  • Supports other relevant work efforts of the department where needed and as directed by their manager.

Qualifications :

  • 5+ years relevant experience, 3+ years in Risk & Controls roles.
  • Subject matter expert on development dashboards, reporting and analytics.
  • Excellent understanding of MCA (Managers Control Assessment) frameworks and processes.
  • Exceptional skills in MS Excel required and advanced skills in other data-related applications a plus.
  • Advanced skills in MS Word, MS PowerPoint, and MS SharePoint.
  • Effective communication, written and presentation skills.
  • Strong people and relationship management skills with the ability to influence others and foster a sense of collaboration.
  • Exemplary analytical and continuous improvement skills.
  • Independent thinker and able to perform a credible challenge of businesses / functions.
  • Ability to work effectively on virtual teams, including across different geographies and time zones.

Travel Requirement :

Less than 10%.

Education :

Bachelors / University degree, Masters degree preferred.

Primary Locations : NYC, Jersey City

NYC, Jersey City

Job Family Group : Risk Management

Risk Management

Job Family :

Business Risk & Control

Time Type : Full time

Full time

Primary Location :

New York New York United States

Primary Location Full Time Salary Range :

$129,840.00 - $194,760.00

In addition to salary, Citis 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 :

Oct 03, 2024

Citi 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 .

View the " EEO is the Law " poster. View the EEO is the Law Supplement .

View the EEO Policy Statement .

View the Pay Transparency Posting

6 hours ago
Related jobs
Promoted
Hispanic Technology Executive Council
New York, New York

The Wealth Client Segments Performance Initiatives Leader is a subject matter expert on projects, initiatives management, use of analytics and tracking to keep the teams book of work current and maintain absolute accuracy and timeliness of strategic initiative progress/status tracking tools. Respons...

Promoted
VirtualVocations
Brooklyn, New York

A company is looking for a VP, Client Services to manage client relations and service solutions in the commercial real estate sector. ...

MUFG Americas
Queens, New York

Responsible for maintaining an understanding of various Corporate Banking/Financial Institutions/IB client relationships, working with various local product areas & other global stakeholders to understand business ties, and taking ownership of client due diligence review as part of assessing rel...

Goldman Sachs
New York, New York

Engaging with clients to provide information around Goldman Sachs Asset Management’s risk management culture and risk governance frameworks as part of client pitches or in periodic due diligence meetings . Engaging with portfolio managers and traders, covering a broad range of asset classes, global ...

JPMorgan Chase Bank, N.A.
New York, US

Job Responsibilities * Drive prioritization, implementation and measurement of key priorities, goals, and targets for the business that includes managing projects that impact Advisors and their management across multiple stakeholders * Effectively strategize and develop implement...

JPMorganChase
Queens, New York

As a Wealth Management Financial Products and Regulatory Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, you will provide critical analysis and discussion of wealth management-specific regulatory issues, ongoing support of investment products distributio...

Goldman Sachs
New York, New York

It consists of four broad functional areas, Client Operations, Investment Operations, Enterprise Operations and Management and Shared Services, all of whom work in a dynamic environment where control, client service and excellence in execution are fundamental principles. We are a leading global fina...

BNY Mellon
New York, New York

We’re seeking a future team member for the role of Vice President, Performance and Brand Marketing to join our Wealth Management Marketing team. Vice President, Performance and Brand Marketing. Lead day-to-day execution and provide strategic input for BNY Wealth social media handles, managing conten...

Publicis Groupe
New York, New York

You will lead and oversee the efforts to acquire new clients and grow revenue which includes identifying growth opportunities, building and maintaining relationships with potential clients, and pitching our services. Driving revenue growth and pitch conversion: The ultimate goal of the growth team a...

THE BANK OF NEW YORK MELLON CORPORATION
New York, New York

Through a unique service model focused on five Active Wealth practices — Investing, Borrowing, Spending, Managing Taxes, Protecting Legacies — they help clients in the and abroad achieve stronger after-tax performance to help maintain their wealth over generations. As a leading wealth manager, BNY ...