Assistant Vice President, Digital Wealth Portfolio

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Job Overview

About Us

Citibank is a leading Wealth Management financial institution dedicated to serve as a trusted partner to our clients by responsibly providing financial service. We are seeking a highly capable and motivated Assistant Vice President to contribute to strategic growth and innovation in the rapidly evolving digital wealth landscape. This role requires a blend of strong execution capabilities, an analytical mindset, and a passion for delivering unparalleled client experiences.

Responsibilities

• Contribution to Strategic Objectives: Contribute to the strategic definition and achievement of business objectives, supporting revenue growth and P&L targets within the portfolio.
• Strategy Formulation Support: Support the formulation and evolution of comprehensive business strategies, providing market insights and contributing to the identification of emerging opportunities in digital wealth.
• Execution of Strategic Initiatives: Assist in the end-to-end design, planning, and execution of strategic initiatives, coordinating activities and collaborating with external partners and internal stakeholders.
• Investment Portfolio & Digital Wealth Growth Support: Support the implementation of portfolio management strategies and promotional frameworks to enhance investment penetration and contribute to digital wealth revenue and net new investment asset growth.
• Sales Enablement & Empowerment Contribution: Contribute to the development and deployment of sales enablement tools, comprehensive training programs, and strategic support to optimize campaign effectiveness and client engagement.
• Digital Client Journey Enhancement: Contribute to the continuous evolution of the client's digital journey, supporting initiatives that drive product adoption, cross-selling synergies, and operational efficiencies across all digital platforms.
• Market & Client Proximity Support: Support efforts to maintain market and client proximity, assisting in the development, launch, and scaling of innovative products, digital capabilities, and high-impact marketing programs.
• Regulatory Compliance & Governance Adherence: Adhere to established governance frameworks, collaborating with legal, risk, and compliance teams, to ensure all digital sales processes comply with stringent internal policies and evolving external regulatory standards.
• Operational Excellence Contribution: Contribute to the optimization of sales, service, and operational functions, supporting a culture of excellence, efficiency, and unwavering compliance with all institutional policies and regulatory mandates.
• Digital Capabilities Development Support: Assist in leveraging data analytics and market intelligence to generate business insights that inform and support the development of next-generation digital capabilities.

Qualifications

• Experience: 5-8 years of experience in investment product management, digital wealth management, or related financial services roles, with a demonstrable track record of contributing to business growth and transformation.
• Business Acumen: Strong investment business acumen, with a proactive approach to identify and support opportunities for market expansion and revenue generation.
• Collaboration & Influence: Strong interpersonal and collaborative skills, with an ability to work effectively within cross-functional teams and influence stakeholders towards shared objectives.
• Analytical Prowess: Strong analytical capabilities, adept at distilling complex data into actionable insights and contributing to data-driven proposals, with an ability to adapt to dynamic market landscapes, technological shifts, and regulatory changes.
• Operational & Program Management Support: A commitment to operational excellence, ensuring attention to detail and supporting strategic initiatives through established agile methodologies and program management practices.
• Forward-Thinking & Execution Support: Demonstrates a forward-thinking approach, contributing to the anticipation of market trends and competitive dynamics, and supporting the execution of strategies with precision.
• Client-Centricity: A profound and unwavering commitment to client-centricity, evidenced by a deep empathetic understanding of client needs and behaviors, translating into the creation of superior value propositions and experiences.

Education

• Bachelor's degree in Business, Finance, Marketing, or a related field.
• Relevant industry certifications (e.g., CFA) are a plus.

What We Offer

• An opportunity to contribute to the future of digital wealth management at a leading financial institution.
• A dynamic and collaborative work environment.
• Competitive compensation and benefits package.
• Professional development and growth opportunities.

If you are a highly motivated professional with a passion for innovation and a proven track record of contributing to business outcomes, we encourage you to apply.

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.