Wealth National Client Onboarding Specialist - New York

Posted 2 Days Ago
Be an Early Applicant
2 Locations
88K-133K Annually
Senior level
Fintech • Financial Services
The Role
The Wealth National Client Onboarding Specialist leads strategic planning to boost market share, assists sales management, oversees compliance with regulations, and provides mentorship. Responsibilities include improving processes, supporting high-profile clients, and maintaining control measures.
Summary Generated by Built In

The Sales Support Senior Analyst is an intermediate level position responsible for leading the formulation and implementation of long and short-term strategic plans and objectives to increase market share/penetration and maximize opportunities for growth throughout the marketplace. The Sales Support Senior Analyst provides product specialists with qualified referrals for cross-sell. Employees in this role also assist in closing deals across all products, oversee and ensure safe and sound underwriting/credit practices and overall leadership of a sound lending activity.
Responsibilities:

  • Assume informal/formal mentorship role within teams, coach/train new recruits and advise/counsel others in area of specialization
  • Provide sales assistance by designing and implementing process improvements
  • Support new products, promotions, and projects defined by the business
  • Review and provide training material to sales and operations
  • Support sales activities for high profile clients
  • Provide administrative assistance for sales management teams
  • Ensure sales team compliance with local regulations
  • 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.

Qualifications:

  • 5-8 years of relevant experience
  • Required Licensing: Series 7 and 63/66
  • Working knowledge of related industry practices and standards
  • Consistently demonstrates clear and concise written and verbal communication

Education:

  • Bachelor’s degree/University degree or equivalent experience

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

------------------------------------------------------

Job Family Group:

Consumer Sales

------------------------------------------------------

Job Family:

Consumer Sales Support

------------------------------------------------------

Time Type:

------------------------------------------------------

Primary Location:

New York New York United States

------------------------------------------------------

Primary Location Full Time Salary Range:

$88,400.00 - $132,600.00

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 citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

------------------------------------------------------

Anticipated Posting Close Date:

Feb 26, 2025

------------------------------------------------------

Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View the "EEO is the Law" poster. View the EEO is the Law Supplement.

View the EEO Policy Statement.

View the Pay Transparency Posting

Top Skills

Series 63
Series 66
Series 7
The Company
HQ: Kwun Tong, Kowloon
223,850 Employees
Hybrid Workplace

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

Similar Jobs

Apex Fintech Solutions Logo Apex Fintech Solutions

Lead Onboarding Specialist (Institutional)

Fintech • Software • Financial Services
Hybrid
3 Locations
850 Employees
101K-126K Annually

Apex Fintech Solutions Logo Apex Fintech Solutions

Lead Onboarding Specialist (Advisory)

Fintech • Software • Financial Services
Hybrid
3 Locations
850 Employees
Hybrid
New York, NY, USA
289097 Employees

AutogenAI Logo AutogenAI

Onboarding Specialist

Artificial Intelligence
New York, NY, USA
142 Employees
85K-114K Annually

Similar Companies Hiring

Bectran, Inc Thumbnail
Software • Machine Learning • Information Technology • Fintech • Automation • Artificial Intelligence
Schaumburg, IL
51 Employees
Energy CX Thumbnail
Utilities • Professional Services • Greentech • Financial Services • Energy • Consulting • Business Intelligence
Chicago, IL
55 Employees
MassMutual India Thumbnail
Insurance • Information Technology • Fintech • Financial Services • Big Data
Hyderabad, Telangana

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account