Senior Investment Advisory Specialist, Sales
1 month ago
At Citi, we're committed to supporting the growth and development of our employees. As a Senior Investment Advisory Specialist, Sales & Advisory Business Execution, you'll have the opportunity to expand your skills and make a difference in the investment sales & advisory process.
Responsibilities:
- Manage specific investment advisory artifacts with inputs from various internal partners.
- Work with key control stakeholders and other internal partners to streamline the investment sales & advisory process.
- Deliverables include elevating internal client and external client experience related to the investment sales & advisory process.
- Support project management of strategic initiatives to improve processes and risk management.
- Present key business intelligence and strategic initiatives to obtain buy-in from key stakeholders.
- Effectively manage risks in the investment sales & advisory process through systemic controls and operational controls.
Qualifications:
- 6-8 years relevant experience in investment products and investment sales & advisory processes.
- Project management, quantitative aptitude, and effective communication skills.
- Good interpersonal skills to oversee cross-disciplinary work streams.
- Extensive project management and strategic analysis experience.
- Interest and experience in the financial services industry, particularly in wealth management and investment products.
- Bachelor's/University degree or equivalent experience, Masters degree preferred.
Citi is an equal opportunity employer:
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.
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