Senior Sales
4 weeks ago
Citi is seeking a highly skilled and experienced professional to join our team as a Vice President, Sales & Advisory Business Execution Lead Analyst. This role will be responsible for driving improvement of investments sales & advisory processes and workflows, integrating subject matter and industry expertise to achieve business objectives.
Key Responsibilities:- Manage specific investment advisory artifacts with inputs from various internal partners
- Work with key control stakeholders and other internal partners to streamline investment sales & advisory process
- Deliverables include elevating internal client and external client experience related to investment sales & advisory process
- Work with internal partners to support project management of strategic initiatives to improve processes and risk management
- Sharp and concise presentation of key business intelligence and strategic initiatives to obtain buy-in from key stakeholders and keep them updated
- Work with key control stakeholders and other internal partners to effectively manage risks in the investment sales & advisory process through systemic controls and where systemic controls are not viable, through effective operational controls
- Foster and maintain relationships with business stakeholders, support, testing and development team members
- Identify key project risks, whether stated or not, and manage to resolution or escalate accordingly
- Has the ability to operate with a limited level of direct supervision
- Can exercise independence of judgement and autonomy
- Acts as SME to senior stakeholders and/or other team members
- Appropriately assess 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
- 8-10 years relevant experience in investment products, and investment sales & advisory processes
- Required skills include project management, quantitative aptitude, and the ability to effectively synthesize and communicate complex business issues through concise presentation 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, in particular in the areas of wealth management and investment products
- Must be extremely organized, motivated and a self-starter
- Ability to prioritize is key as is ability to juggle several tasks at once
- Must work well under pressure whilst, enthusiastic, hard-working and positive
- Desire to improve processes
- Excellent oral and written communication skills and ability to facilitate discussions
- Ability to quickly grasp and master new concepts/requirements and related product/functional knowledge
- Team player and relationship management skills
- Ability to work under pressure and manage tight deadlines
- Ability to learn/understand some technical implications of system design
- Willingness to ask questions, challenge the process and seek out answers
- Ability to work independently, multi-task, and take ownership of various parts of a project or initiative
- Excellent analytical and problem solving skills
- Bachelor's/University degree or equivalent experience, Masters degree preferred
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