The Business Expansion Team at Wealth at Work is a dynamic group dedicated to driving growth across the expansion verticals. This team is specifically focused on designing and implementing strategic pathways that enhance the scalability of our wealth offering to the client base. By identifying opportunities for development and optimizing existing services, the team ensures that each vertical can meet market demands and client’s expectations. The team will work collaboratively with cross-functional groups to align strategic initiatives across the organization. The Business Expansion, Employee Program Lead plays a pivotal role in the design and implementation of our wealth offering tailored to employees internally and for our clients. This candidate will play a pivotal role in enhancing employee benefits, ensuring alignment with organizational goals, and delivering value-driven solutions that support employee financial wellness and satisfaction. The role also involves fostering strong partnerships and collaboration across Citi and leveraging synergies to deliver a comprehensive One Citi solution to our clients. **PRINCIPAL RESPONSIBILITIES:** + **Program Design and Development:** + Lead the design and development of comprehensive wealth management programs for employees, ensuring offerings are competitive, relevant, and aligned with industry standards. + Collaborate with cross-functional teams to integrate employee feedback and market research into program offerings + **Client Engagement:** + Engage with external and internal clients to understand their specific needs and tailor wealth offers that enhance their employee value proposition. + Deliver presentations and workshops to clients, showcasing the benefits and features of the employee wealth programs. + **Strategic Planning:** + Develop and implement strategic plans for the wealth offerings, ensuring alignment with organizational objectives and client expectations. + Monitor industry trends and competitor offerings to keep programs innovative and relevant. + **Communication and Marketing:** + Work closely with our partners in Marketing to create marketing materials and communication strategies to promote employee wealth programs internally and externally. + Design and develop training sessions and informational seminars to educate employees and clients about the program benefits. + **Performance Monitoring:** + Establish metrics to evaluate the effectiveness of the wealth programs and implement improvements based on feedback and performance data. + Prepare and present regular reports to stakeholders on program success and areas for enhancement. + **Stakeholder Collaboration:** + Work closely with HR and control partners to ensure programs comply with regulations and meet organizational policies. + Foster strong relationships with internal and external partners to enhance program offerings. **EXPERIENCE AND QUALIFICATIONS:** + Strategic and creative thinker with an ability to translate strategy into clear objectives and tactical actions that drive results. + 10+ years of strategy experience, business management, or a field of relevant experience in a global financial institution. + Excellent verbal and written communication skills with ability to adapt the style to suit the audience. + Leadership skills combined with the ability to influence peers and stakeholders formally and informally are essential. + Innovative problem solver and analytical thinker: a passionate, get-things-done attitude with a sense of ownership and a team-player approach while being able to establish views and opinions for complex decision-making processes, supported by data. + Proven ability to develop and maintain partnerships across a global institution, working in a fast-paced and dynamic environment, in agile teams and applying agile methods and principles. + Experience, ability, and positive attitude to utilize data to gain insights and drive decision-making: ownership, analysis, management, system integration and consolidation with adherence to a strong governance framework. + Experience in developing junior team members as well as junior staff outside of the team. + Ability to work across complex businesses and matrix management structures while managing and prioritizing across multiple workstreams and deadlines across projects, reporting to different stakeholders. + Experience in close collaboration with business and technology partners, ensuring an ongoing transformative culture. ------------------------------------------------------ **Job Family Group:** Business Strategy, Management & Administration ------------------------------------------------------ **Job Family:** Strategy & Development ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ **Primary Location:** New York New York United States ------------------------------------------------------ **Primary Location Full Time Salary Range:** $170,000.00 - $300,000.00 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 19, 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. 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