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Director, Wealth Private Bank Lead

https://www.citi.com/ Logo

Citi

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Location:
United States, New York

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Category:
Finance

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Contract Type:
Employment contract

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Salary:

170000.00 - 300000.00 USD / Year

Job Description:

The Wealth Private Bank Lead will be accountable for the accuracy and completeness of the Private Bank financial reporting globally. This role will be responsible for the accuracy and consistency of accounting, analysis and detailed understanding of the underlying transactions impacting the line of business, and ensuring effective controls and processes to support daily, monthly and quarterly results and attestations.

Job Responsibility:

  • Manage multiple teams through other managers
  • Execute functional strategy in area managed
  • Accountable for end results, budgeting, planning, policy formulation
  • Support management and control data flows to and within Finance applications
  • Ensure integrity and completeness of data
  • Prepare and record financial transactions for legal vehicle and regulatory reporting purposes
  • Direct and control strategy and execution of company's activities within major Infrastructure area
  • Partner with revenue areas to improve efficiency, effectiveness, productivity and control
  • Manage all staff within relevant Infrastructure area
  • Assess risk when business decisions are made
  • Drive compliance with applicable laws, rules and regulations

Requirements:

  • 15+ years of relevant experience
  • CPA or equivalent preferred
  • Bachelor's/University degree
  • Master's degree preferred
  • Managerial experience
  • In-depth understanding of industry and direct competitors' products and services
  • Thorough understanding of strategic direction of the function
  • Solid conceptual/practical grounding in function and related subject areas
  • Excellent communication skills

Nice to have:

  • Master's degree
  • CPA certification
What we offer:
  • Medical, dental & vision coverage
  • 401(k)
  • Life, accident, and disability insurance
  • Wellness programs
  • Paid time off packages including vacation, sick leave, and paid holidays
  • Discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
October 25, 2025

Expiration:
November 21, 2025

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:
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