Wealth Relationship Manager SAFE Act - Cerritos

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Citi's Wealth division is looking for a Vice President, Wealth Partnership Management to own and grow strategic corporate partnerships that sit at the heart of our client growth agenda, spanning Citigold, Citi Private, and Wealth  this role, you will act as the primary relationship owner between Citi and key external partners, translating partnership strategy into measurable portfolio growth across all channels.

You will work at the intersection of client management, marketing, and financial planning to deliver outcomes that directly influence the performance of Citi's Wealth business.

• Own the end-to-end partner relationship, serving as the primary point of contact between Citi and corporate partners to sustain profitable portfolio growth across all channels.
• Identify and implement strategic initiatives that translate partnership objectives into measurable sales growth and improved business performance.
• Develop and execute marketing strategies in collaboration with partner and internal teams, creating product concepts and communications that engage clients and strengthen the partnership.
• Manage financial planning and forecasting cycles, monitoring performance against plan and proactively addressing shortfalls with commercially sound solutions.
• Analyze program and portfolio results on a regular basis, translating data into clear recommendations that improve profitability and client outcomes.
• Lead monthly client reporting and actively contribute to portfolio reviews, ensuring all contractual obligations, reporting requirements, and service level agreements are consistently met.
• Coordinate project plans for retail initiatives, including incentive programs, client engagement campaigns, and application growth strategies, delivering each on time and to agreed standards.
• Maintain awareness of regulatory requirements and uphold compliance standards in all business decisions, safeguarding the integrity of the partnership and Citi's reputation.

• 6 to 10 years of experience in marketing, product management, project management, or client relationship management within a financial services or related environment.
• Bachelor's degree in Business, Communications, Marketing, or Finance.
• Ability to communicate clearly and concisely in both written and verbal formats, tailoring messaging to a range of internal and external audiences.
• Commercially focused with the ability to manage financial plans, identify risks to performance, and develop actionable solutions under time pressure.
• Skilled at prioritizing and managing multiple, concurrent projects in a fast-moving environment while maintaining accountability for outcomes.
• Proficient in Microsoft Office, with strong capability in Excel for financial analysis and reporting.
• Collaborative by approach, with the ability to build alignment across teams and influence stakeholders at all levels of an organization.

• Master's degree or MBA in a relevant discipline.
• Experience in the private label credit or bankcard industry, with an understanding of partnership-driven financial products.
• Holding or eligibility to obtain HKSI (Papers 1, 7, and
  8) and IIQE (Papers 1, 3, and
  5) licensing qualifications.

At Citi, you will work within a globally connected Wealth business that partners with some of the world's most ambitious clients. This is a high-impact, senior role where your decisions shape real commercial outcomes, and where you will be supported to grow your career in a performance-driven environment that values expertise, collaboration, and long-term development.

• Strategic ownership of high-value partnerships, with direct influence over the growth and direction of Citi's Wealth portfolio.
• Exposure to Citi's global network and the opportunity to work across Citigold, Citi Private, and Wealth at Work business lines.
• Access to continuous learning and professional development resources to support your growth at a senior level.
• Wellbeing support and financial benefits that reflect the seniority and impact of the role.
• A collaborative team environment where performance, client impact, and shared accountability are the foundations of how we…