Regional Marketing Leader: Thought Leadership & Events

Citigroup Inc.; San Francisco (CA); On-site; USD 163,600 - 245,400; Full time

Job summary

Citi Private Bank in San Francisco is seeking a Marketing Senior Analyst (SVP) to drive a 360-degree marketing approach across events, content, and digital channels. Lead thought leadership, client events, and regional marketing strategies while collaborating with senior leaders and investment teams.

The role emphasizes strategic contribution beyond execution with a strong grounding in financial services, cross-functional collaboration, and a proactive mindset.

Qualifications

• Significant marketing experience in financial services/private banking/wealth management.
• Proven ability to develop and curate thought leadership agendas—identifying speakers, topics, and formats that resonate with UHNW audiences.
• Broad marketing skill set spanning events, content strategy, social media, and digital channels.
• Strong understanding of financial products and the UHNW client landscape.
• Ability to mentor junior colleagues and collaborate across functions.
• Highly organized with attention to detail and ability to manage multiple priorities.
• Self-starter working with minimal supervision and strong ownership.
• Highly self-motivated with proactive mindset and initiative.
• Creative thinker translating complex financial narratives into compelling client experiences.
• Excellent written and verbal communication; confident presenting to senior stakeholders.
• Ability to influence stakeholders across levels in a matrixed organization.
• Ability to track KPIs to evaluate marketing effectiveness and ROI.
• Experience in a matrixed, regulated environment across multiple markets.
• Proficiency with CRM tools (Salesforce) and digital marketing platforms.
• Adaptability and travel ~20% of NAM markets.

Responsibilities

• Shape NAM Private Bank's thought leadership agenda and content themes; identify speakers and build event agendas.
• Own end-to-end event management from concept to post-event follow-up within NAM and the West.
• Contribute to social media and digital marketing strategy; develop content calendars.
• Track marketing performance metrics and ROI; report to senior stakeholders.
• Prepare client and event briefings for senior management and business leaders.
• Conduct competitive benchmarking to identify differentiation opportunities in UHNW private banking marketing.
• Ensure compliance, risk, and regulatory adherence across activities.

Skills

Event management

Content strategy

Digital marketing

Stakeholder management

Education

Bachelor’s degree

Tools

Salesforce

Job description

Citi Private Bank in San Francisco is seeking a Marketing Senior Analyst (SVP) to drive a 360-degree marketing approach across events, content, and digital channels. Lead thought leadership, client events, and regional marketing strategies while collaborating with senior leaders and investment teams.

The role emphasizes strategic contribution beyond execution with a strong grounding in financial services, cross-functional collaboration, and a proactive mindset.