15+ years executive experience in wealth management
Proven track record at managing director level
Deep expertise in ai and machine learning applications
This role is responsible for defining the transformative future of how clients engage with Citi Wealth across all digital and emerging channels
Job Summary
This role is responsible for defining the transformative future of how clients engage with Citi Wealth across all digital and emerging channels.
The successful candidate will drive the integration of cutting-edge technology to ensure insights, bespoke content, and proactive advice are delivered intelligently.
Citi offers competitive employee benefits including medical, dental & vision coverage, 401(k), life insurance, and paid time off packages.
Matching Summary
This role is responsible for defining the transformative future of how clients engage with Citi Wealth across all digital and emerging channels.
Salary
Base: $250,000.00 - $500,000.00; Bonus/Equity: Discretionary and formulaic incentive and retention awards available; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs, and paid time off
Skills & Requirements
Must-have
15+ years executive experience in wealth management
Proven track record at Managing Director level
Deep expertise in AI and machine learning applications
Strategic vision for global digital platform transformation
Experience with high net worth client segments
Nice-to-have
Passion for cutting-edge innovation and design
Understanding of Web3 and metaverse technologies
Strong behavioral science application skills
Experience managing external fintech partnerships
Advanced degree in Design Thinking or Data Science
Key Requirements
Bachelor's degree required; MBA preferred
15+ years progressive executive experience
Managing Director level leadership background
Strong understanding of global regulatory compliance