The Program Management Associate is responsible for working with the sales team on wealth book assignments, reassignments and coverage needs. The team is responsible to effectively increase employee productivity through the introduction of technology driven initiatives that unifies our CRM Platform's Sales and Servicing processes and drives client experience. Developed communication and diplomacy skills are required to guide, influence and convince others. Provides advice and counseling to stakeholders related to the wealth coverage needs of the business. This individual must exhibit the skills to collaborate with others and achieve actionable results, the ability to build strong and sustainable relationships, and the capability to interact within all levels of the organization.

RESPONSIBILITIES:

• Maintain a firm grasp on the wealth hierarchy, national coverage, and book assignments including the creation of new wealth profile, pairing, and demographic updates.
• Identifies and delivers risks, key insights and predetermined responses to business partners on coverage gaps, attrition and other data elements needed to properly manage the wealth book assignments
• Implement and analyze the effectiveness of new salesforce enhancements related to wealth teams, hierarchy, and coverage.
• Interact and obtain input from sales team on future coverage needs and influence wealth team recruiting pipeline when coordinating book updates
• Analyze and summarize large data sets through Excel/PPT for management presentations and review
• Tracks actual program costs, identify variances, and reforecast program costs as needed.
• Work with Risk Management to provide strategic guidance on regulatory processes in relation to wealth team coverage.
• Identifies quality standards and metrics relevant to the program and how to meet them.
• Identifies program risks, perform probability and impact analysis, determine responses to risks, track risks, and execute responses as needed.
• 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:

• 2-5 years relevant experience
• Knowledge of Salesforce.com and NetX360 platforms is a plus
• Proficient in MS Office applications (Excel, PowerPoint)

EDUCATION:

• Bachelor's/University degree or equivalent experience

JOB FAMILY GROUP:

Project and Program Management

JOB FAMILY:

Program Management

TIME TYPE:

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.

Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

Citi enables growth and progress for individuals, communities, institutions and governments around the world and has been doing so for more than 200 years. They recognize that their ability to best serve their clients and customers comes from the diverse and engaged employee base and they work tirelessly to deliver opportunities for growth and development to the most talented people. This is a place where the best come to get better.