Margin Clerk jobs in Plano, TX

Brief Description of the Organization

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients' and the public's trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve.

Citi's Personal Banking and Wealth Management (PBWM) division is building a purpose-driven team to serve its globally diverse, digitally forward customers in top cities around the world. We're looking for exceptional candidates who think digitally and differently, resolve problems in unconventional ways and strive to provide a remarkable experience for our clients.

Overview of the Role

Citi's PBWM Technology (PBWMT) organization serves the PBWM global suite of products providing a full range of innovative and comprehensive set of services. Our businesses also offer industry-leading advanced technology, a strong worldwide presence, and a powerful global franchise.

About Citi Global Wealth

Citi Global Wealth (CGW) is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth continuum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals. Citi Global Wealth serves over 500,000 clients across its global footprint in Asia, Europe, Mexico, and North America. It delivers the full range of wealth products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Global Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands.

The Position

The SVP, Digital Product & Solutions - Margin Lending Lead will be responsible for working with the business to develop digital strategy for Margin Lending digital experience across Origination, Loanable Value, Underwriting, Loan Servicing and Collateral Monitoring. The SVP will be a champion of progress and have the ability to drive and execute strategically aligned, and core capabilities that will enable this transformation. Key to success will be leading and driving alignment across senior internal business partners to accelerate their digital strategies across digital channels. This role will require an innovative, strategic approach and ensuring alignment across countries and stakeholders to ensure the success of the pivot to a digital centric, wealth management strategy. This individual is a strategic professional who closely follows the latest trends. Excellent communication skills is required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work within the team/project.

Primary responsibilities of the role will entail the following:

• Own and drive digital margin lending journey and experience for Wealth by developing the overall strategy with Regional and Global Heads and technology partners.
• Own and drive alignment with business teams, technology and third-party vendors to ensure deliver and implement strategic initiatives and capabilities across Wealth.
• Manage and execute digital margin lending roadmap to ensure optimal client experience and journey to support the Digital Wealth Strategy.
• Own & drive key KPIs such as NPS, digital adoption & usage, digital sales, etc. by working with key stakeholders in CX, Technology & Country Digital teams. Look at avenues to optimize our processes & costs across the region.
• Ensure digital margin lending solutions are regionally & globally scalable and launched in the most efficient manner by working in agile working environment with both the Design & Technology teams.
• Conduct pre & post live reviews of every digital feature released, ensure the performance, functionality and experience goals were met or exceeded.
• Partner with AML, risk & control, fraud, technology, cybersecurity and compliance teams to ensure the highest security & governance standards for all our digital customer journeys.

Key Responsibilities:

• Collaborate to define the omni-channel client journey strategy.
• Help to develop and implement standard global operating practices including common service taxonomy, measurement capabilities and prioritization.
• Develop an authoritative knowledge of journey specific client trends and market practices; leverage insights to foster innovative design practices for key initiatives.
• Directly lead individual client journey transformation programs across the organization.
• Diagnose, design and implement effortless omni-channel solutions across key client facing
• capabilities in order to maximize improvement in customer loyalty & engagement.
• Develop strategic roadmap for select priorities, identify opportunities and organize working teams.
• Manage complex work activities across large, cross-functional teams.
• Work closely across functions to develop and track program business case opportunities.
• Mentor and train project management resources as a senior coach in the use of change management techniques & tools.
• Establish effective knowledge transfer capabilities to enable the long-term sustainability & imbedding of omni-channel client journey delivery as a way of doing business.
• Actively facilitate problem solving sessions in support of project delivery.
• 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, as well as effectively supervise the activity.

Qualifications:

• At least 10 years broad experience in digital / finance / technology roles, influencing up to and including CEO level, including managing large complex cross-company digital capabilities, with a demonstrated track record of having worked on large, strategic cross-functional projects and proven ability to take ownership and drive output independently.
• High level of maturity and strong leadership skills are necessary to interface and manage multiple stakeholders at a senior leadership level to drive and accelerate execution.
• Skilled transformation leader. Extensive strategic program management experience.
• Versed in the diagnosis, design and execution of omni-channel service capabilities.
• Excellent communication & presentation skills, comfortable interacting with all levels of leadership.
• Highly experienced problem solver and facilitator with experience driving change in complex corporate environments.
• Comfortable working with diverse, large-scale teams and driving objective-focused facilitation.
• Critical skills include process mapping, data collection & analysis, policy review and root cause identification.
• Capable of leading diagnostic and co-creation sessions with internal partners to transform critical journeys.
• Demonstrated analytical and financial skills to identify and drive impactful client experience transformation across critical omni-channel journeys.
• Advanced project management skills.

Education:

• Bachelor's/University degree, Master's degree preferred.

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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 .

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