Teams at Citigroup

Supports the Citi Commerce product roadmap for advertising and offers capabilities. Translates commercial needs into business requirements and technical specifications, partners with technology teams, coordinates AdTech integrations, supports testing and compliance approvals, monitors post-launch performance, and recommends optimizations. The role requires strong digital advertising technology knowledge and collaboration across product, engineering, vendors, legal, risk, and commercial stakeholders.

Manage and grow affluent and high-net-worth client relationships through financial planning, needs discovery, referrals, and tailored banking, credit, investment, and mortgage solutions. Acquire new clients, deepen wallet share, conduct high-touch meetings and events, coordinate with product specialists and branch partners, and ensure regulatory, KYC, AML, and risk-management compliance. The role also involves coaching colleagues and influencing business decisions.

Build and deepen relationships with affluent and high-net-worth clients through financial planning, discovery, profiling, and tailored banking, credit, and investment solutions. Acquire new clients, expand portfolios, generate referrals, organize client events, and provide high-touch engagement. Collaborate with product specialists and branch partners while ensuring KYC, AML, SAFE Act, regulatory, compliance, and risk-management requirements are followed.