Product Strategy & Plan Lead Specialist (C14/SVP)

Bastion Law, PLLC; Irving (TX); On-site; USD 144,000 - 217,000; Full time

Job summary

Bastion Law, PLLC seeks a skilled Product Strategy & Planning Senior Specialist in Irving, Texas. This role focuses on strategic initiatives, partnership management, and ensuring efficient client outcomes. The ideal candidate will have extensive experience in financial services and strong analytical and communication skills.

Benefits

Medical, dental & vision coverage

401(k) plan

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Qualifications

• 10+ years of experience in financial services.
• Experience with partnership management and strategic planning.
• Ability to communicate and influence at all levels.

Responsibilities

• Manage strategic partners across a variety of responsibilities.
• Drive process and policy improvements for client execution.
• Oversee regulatory remediations focusing on client service.

Skills

Communication

Analytical Thinking

Strategic Planning

Problem Solving

Interpersonal Skills

Education

Bachelor's degree in Finance, Economics or Accounting

Master's degree preferred

Job description

Institutional Credit Management ("ICM") was established within Citigroup with the objective to provide integrated "end-to-end" credit underwriting, identification, measurement, management and monitoring for wholesale credit businesses across the enterprise.

Credit Product Strategy & Operations (CPSO) is ICM function with the mandate to improve the effectiveness of the operating model and policies across wholesale lending and to ensure the closure of regulatory remediations and internal credit-related issues.

The SVP Position will prioritize efforts related to ourproduct strategy and processeswith a focus on those having material impacts across In-Business Credit Risk (IBCR) verticals. This role requires subject matter expertise of wholesale credit and a broad understanding of the WCR policy, systems, processes and controls, quality assurance, and practices relevant to wholesale lending.

The role requires close liaison with various other business areas and functions including wider ICM teams, first and second line teams, Business Managers, Control teams, as well as partner areas such as Product and Technology.

The Prod Strat & Plan Sr Specialist is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Typically a small number of people within the business that provide the same level of expertise. Excellent communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Accountable for significant direct business results or authoritative advice regarding the operations of the business. Necessitates a degree of responsibility over technical strategy.

Responsibilities:

• The Product Strategy & Planning Senior Specialist manages strategic partners across a variety of responsibilities including strategy, ongoing management and operational improvements

• Directs, designs and implements initiatives leading the end- to- end planning and execution

• Process and Policy improvements to drive efficiencies and excellence in client execution

• Directing technology requirements to compel stronger and more reliable client outcomes and data improvements

• Owning or contributing to Regulatory Remediations and Internal Issues closures with a focus on sustainable and efficient solutions that best serve clients while sustaining safety and soundness

• Build and maintain strong partnerships across functional, business, and product teams

• Manages activities that require some forward looking vision and analysis and typically thinks beyond the existing solutions, assumptions or current knowledge of sophisticated areas that ultimately affect the business/geographic region or a major segment of it

• Develops short to medium-term plans and executes functional strategies for a large/complex country, cluster of countries, or business requiring coordination and integration across units and provides input into strategic decisions affecting Product Strategy & Planning within a region or business

• Acts as mentor to new and less experienced colleagues

• 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:

• 10+ years of experience

• Knowledge of financial services industry

• Strategic mindset that closely follows latest trends in own field and adapts them for application within own job and the business

• Experience with partnership management, business development, and strategic planning

• Complex judgments and solutions based on sophisticated analytical thought comparing and selecting complex alternatives

• In-depth analysis with interpretive thinking will be required

• Applies ingenuity and creativity to problem analysis and resolution for complicated and/or unique situations

• Consistently demonstrates clear and concise written and verbal communication

• Excellent interpersonal, written and verbal communication skills and the ability to communicate and influence at all levels

• Demonstrated ability to develop materials including presentations for senior leadership

• Extremely high level of attention to detail

• Demonstrated ability to interact and work with senior leaders across the organization

• Excellent organization skills, with the ability to work under pressure and prioritize within tight deadlines

• Ability to work as part of a team, with a high degree of collaboration with cross functional teams

• Ability to influence broadly and think outside the box

• An influencer who communicates clearly and frequently to both technical analysts and non-technical business leaders

• Required Licensing/Registration: Series 7

Education:

• Bachelor's degree in Finance, Economics or Accounting or relevant experience, Master's degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

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Job Family Group:

Product Management and Development

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Job Family:

Product Strategy and Planning

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Time Type:

Full time

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Primary Location:

Irving Texas United States

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Primary Location Full Time Salary Range:

$144,480.00 - $216,720.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Anticipated Posting Close Date:

Jun 10, 2025

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