Regional Marketing Senior Lead Analyst

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

The Marketing Senior Analyst (SVP) is a pivotal member of the NAM Private Bank Marketing team, sitting at the intersection of strategic thinking and hands-on execution. Reporting to the NAM Head of Marketing, Citi Private Bank, this individual will be a proactive, self-starting contributor who helps drive the team's evolution from an event-centric model to a comprehensive, 360-degree marketing approach.

This is not a purely executional role. We are looking for someone who brings genuine intellectual curiosity, commercial acumen, and creative ambition—someone who can shape a thought leadership agenda, identify compelling speakers and content themes, and translate complex financial services narratives into resonant client experiences. The ideal candidate is equally comfortable owning the logistics of a flagship UHNW client event and contributing to a digital content strategy.

The successful candidate will have a strong grounding in financial services, a broad marketing skill set spanning events, content, and digital channels, and the confidence to move beyond execution into strategic contribution. They will work closely with senior business leaders, investment teams, and global marketing colleagues to ensure every initiative is purposeful, differentiated, and aligned to the Private Bank's growth objectives across NAM.

In addition to supporting all existing NAM Private Bank marketing initiatives, this role will also support the Private Bank business across the Western Region helping to drive regional marketing strategies and client engagement.

Responsibilities

• Thought Leadership Strategy & Content Development: Take a leading role in shaping the NAM Private Bank's thought leadership agenda - identifying compelling content themes, curating relevant speakers (internal and external), and building event agendas that go beyond the conventional. Translate complex market and investment narratives into engaging, client-relevant content across formats including panels, roundtables, white papers, and digital content.
• End-to-End Event Management: Own and manage all aspects of client and prospect events within the immediate geographic region and across NAM—from strategic concept and invitation process through compliance reviews, logistics, venue and menu selection, on-site client interaction, budget management, and post-event follow-up. Maintain and leverage the Salesforce CRM database to support event targeting and relationship tracking.
• Social Media & Digital Channel Strategy: Contribute to and help plan the NAM Private Bank's social media and digital marketing strategy. Develop content calendars, identify relevant topics and formats, and work with global digital teams to ensure the Private Bank's voice is consistent, authoritative, and engaging across LinkedIn and other relevant platforms.
• Marketing Performance & ROI Tracking: Track and report on the impact of marketing activities across key metrics—including event attendance, client engagement, pipeline support, and digital performance. Use post-event feedback and data-driven insights to continuously refine best practices and demonstrate the value of marketing to senior stakeholders.
• Stakeholder Engagement & Senior Briefings: Prepare detailed client and event briefings for senior management and business leaders, ensuring a conducive atmosphere for dialogue and alignment with broader business strategies. Act as a trusted marketing partner to bankers, investment teams, and product specialists across the region and NAM, including regional leadership across the West.
• Competitive Intelligence & Market Benchmarking: Research and conduct competitive benchmarking to identify best practices, emerging trends, and opportunities for differentiation in UHNW private banking marketing. Bring fresh perspectives and proactively recommend new approaches to the team.
• Compliance, Risk & Regulatory Adherence: Embed regulatory, legal, and compliance considerations into all marketing activities. Collaborate with legal and compliance teams to ensure all content, events, and campaigns adhere to applicable laws, internal policies, and regional regulatory environments. Demonstrate sound ethical judgment in all business practices.

Qualifications

• Significant experience in marketing within financial services, private banking, or wealth management, with approximately 10+ years of relevant experience preferred
• Bachelor’s degree in Marketing, Business, Finance, Communications, or a related field
• Proven ability to develop and curate thought leadership agendas—identifying speakers, topics, and formats that resonate with sophisticated UHNW audiences
• Broad marketing skill set spanning events, content strategy, social media, and digital channels
• Strong understanding of financial products, services, and the UHNW client landscape
• The ability to mentor junior colleagues and collaborate effectively across functions
• Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously
• Self-starter who works effectively with minimal supervision, demonstrating strong ownership, accountability, and sound judgment
• Highly self-motivated, with a proactive mindset and the ability to identify opportunities and drive initiatives independently
• Creative thinker who can translate complex financial narratives into compelling, differentiated client experiences
• Excellent written and verbal communication skills; confident presenting to and engaging with senior stakeholders
• Ability to influence stakeholders across all levels and build strong cross-functional partnerships in a matrixed organization
• Ability to pinpoint and track key performance indicators to evaluate marketing effectiveness and ROI
• Experience working in a matrixed, regulated environment across multiple markets
• Proficiency with CRM tools (e.g. Salesforce) and digital marketing platforms
• Adaptability and resilience, with the ability to navigate ambiguity and evolving business priorities
• Willingness to travel approximately 20% of the time across NAM markets

Job Family Group

Marketing

Job Family

In‑Business Marketing

Time Type

Full time

Primary Location

San Francisco California United States

Primary Location Full Time Salary Range

$163,600.00 - $245,400.00

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.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Jul 30, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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