Description

: The Investments Experience Lead will report directly into the Head of Business Execution supporting the Global Investment Solutions business at Citi Wealth. Investment Solutions is comprised of our global investment product organization, which includes Managed Investments, Markets, Traditional and Alternative Investments, Insurance as well as Product Specialists and Wealth Planning professionals. The Investments Experience Lead will work across the Investment Solutions business to ensure proper alignment of business strategy with Wealth’s strategic objectives and will have end-to-end ownership of investments processes. This role will manage a small team and will also be responsible for identifying and streamlining processes across solutions and platforms teams to improve efficiency and optimize costs. In addition, the role will also be responsible for establishing a unified data strategy and analytics to help establish accountability and transparency across key business metrics. 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.

Qualifications: 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

Education: Bachelor's degree/University degree or equivalent experience

Master's degree preferred

Licenses; Series 7, 66 (or 63/65) and 24

------------------------------------------------------ Job Family Group: Business Strategy, Management & Administration ------------------------------------------------------ Job Family: Business Execution & Administration ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: New York New York United States ------------------------------------------------------ Primary Location Full Time Salary Range: $170, - $300, In addition to salary, Citi’s 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 Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Oct 12, 2025 ------------------------------------------------------