Wealth - Trust Services Referral Program Lead

• Supports planning, directing and coordination of day-to-day activities of running the Trust Services Referral Program
• Program management by applying a broad and comprehensive understanding in multiple functional areas as well as underlying business principles
• Identifies stakeholders in key organizations and build and manage relationships with each stakeholder
• Responsible for metrics that drive governance, program success, and NNIA identification as a result of trust referrals
• Collaborate skill set focusing on positive outcomes for client-facing roles (Bankers, Wealth Planners, Advisors)
• Support Advisors, Bankers, Wealth Planners, Relationship Managers and Financial Planners on understanding the Trust Referral process and procedures
• Responsible for negotiating contracts with third-party trust providers and managing the relationship in adherence with Citi's Third-Party Risk Management policy
• Directs the creation of multiple work efforts and manage their alignment to business goals
• Leads the facilitation and coordination of necessary technology platform enhancements to drive trust referral success
• Leads the identification and drive resolution of issues, including those outside established programs of work
• Drives adherence to program processes, procedures, methods, and standards for program delivery across Wealth business lines within multiple jurisdictions
• Directs the communication of status, issue, and risk disposition to all stakeholders, including senior management, on a timely basis
• Directs the identification of risks which impact program delivery and ensure mitigation strategies are developed and executed when necessary
• Responsible for engaging with Risk & Control, 2LOD, and 3LOD to address gaps, audits and exams
• Partners with Senior Management to identify and mitigate resource gaps
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets

• 8-10 years of experience in business-facing roles and strategic projects and/or program management
• Demonstrate a consistent track record having worked in collaboration with teams/cross-functional areas and large, strategic projects
• Previous business-facing roles, consulting, technology and/or management
• Proven experience engaging external business relationships
• BA, MBA are a plus
• Bachelor's/University degree or equivalent experience, potentially Masters degree and managerial experience

MBA

• 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
• discretionary and formulaic incentive and retention awards