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Cfo - Wealth

https://www.citi.com/ Logo

Citi

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Location:
United States , New York

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Category:
Banking

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Contract Type:
Not provided

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Salary:

250000.00 - 500000.00 USD / Year
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Job Responsibility:

  • Serve as the lead financial architect and strategic co-pilot to the Head of Wealth, shaping long-term business strategy and translating it into actionable financial plans that drive exceptional performance
  • Deliver data-driven, forward-looking market and competitive intelligence to identify emerging opportunities, mitigate risks, and ensure Citi Wealth maintains a dominant market position
  • Act as the primary financial counsel to senior leadership on pivotal decisions, including market entry, product innovation, capital allocation, and strategic investments
  • Represent the financial integrity and strategic vision of the Wealth business in negotiations and presentations to internal and external stakeholders, including C-suite executives and regulators
  • Champion a culture of innovation by supporting the modernization of the finance function
  • Drive the adoption of AI, automation, and advanced analytics to unlock predictive insights, enhance efficiency, and create a world-class, digitally-enabled finance organization
  • Lead large-scale change initiatives, partnering with Technology and other Finance disciplines to re-engineer financial processes for greater agility, scalability, and insight
  • Challenge the status quo and drive a forward-thinking agenda that anticipates the future of finance and its role in wealth management
  • Orchestrate a sophisticated capital allocation and expense management strategy, balancing aggressive investment in growth initiatives with rigorous financial discipline to maximize profitability and shareholder return
  • Lead the financial narrative for the Wealth business, overseeing forecasting, planning, and insightful analytics that illuminate performance drivers and guide strategic adjustments
  • Uphold and enhance a robust control environment, ensuring the firm's reputation is safeguarded by embedding risk assessment and compliance into the core of all business decisions
  • Lead, inspire, and develop a high-performing global team of senior finance professionals, setting a clear and ambitious strategic direction
  • Cultivate a world-class finance organization by attracting, retaining, and mentoring top talent, building a pipeline of future leaders for the firm
  • Foster a culture of accountability, collaboration, and excellence, empowering the team to navigate complex challenges and achieve ambitious goals

Requirements:

  • 15+ years of progressive financial leadership experience, with a significant portion within a large-scale Wealth Management or Private Banking institution
  • Minimum 5 years of proven CFO or equivalent experience, serving as a strategic partner to executive-level business leaders
  • A visionary leader with a proven ability to anticipate market shifts, analyze competitive landscapes, and position a business for future growth
  • Demonstrated experience in leading large-scale digital transformation and change management within a complex financial services environment
  • Deep expertise in financial stewardship, including strategic planning, capital allocation, advanced analytics, and risk management
  • Exceptional executive presence and communication skills, with the ability to influence and build consensus among a diverse range of senior stakeholders
  • Proven ability to lead and develop large, global teams of high-caliber professionals
  • Master's degree or equivalent advanced degree is highly preferred
What we offer:
  • medical, dental & vision coverage
  • 401(k)
  • life, accident, and disability insurance
  • wellness programs
  • paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Additional Information:

Job Posted:
April 24, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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