Regional Private Bank Marketing Strategist

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

Benefits offered by this job

Discretionary and formulaic incentive

Medical, dental & vision coverage

401(k)

Life, accident, and disability保险

Wellness programs

Paid time off packages

Job summary

Citi is seeking a Marketing Senior Analyst (SVP) for NAM Private Bank Marketing in San Francisco to drive a 360‑degree marketing strategy. The role blends thought leadership, content development, and end‑to‑end event management with senior partner collaboration.

The successful candidate brings a broad marketing skill set, from events to digital channels, and the confidence to move beyond execution into strategic contribution for UHNW clients across NAM. Travel approximately 20% is expected.

Qualifications

• Significant experience in marketing within financial services or wealth management.
• Bachelor’s degree in Marketing, Business, Finance, Communications, or related field.
• Proven ability to develop and curate thought leadership agendas.
• Broad marketing skill set spanning events, content strategy, social media, and digital channels.
• Strong understanding of financial products and UHNW client landscape.
• Ability to mentor junior colleagues and collaborate across functions.
• Highly organized with attention to detail and multiple priorities.
• Self-starter with ownership, accountability and sound judgment.
• Creative thinker translating complex narratives into engaging client experiences.
• Excellent written and verbal communication; comfortable with senior stakeholders.
• Ability to influence stakeholders and build cross-functional partnerships.
• Track KPIs and ROI; experience in metric-driven marketing.
• Experience in a matrixed, regulated environment across multiple markets.
• Proficiency with CRM tools (Salesforce) and digital platforms.
• Adaptability and willingness to travel ~20%.

Responsibilities

• Thought Leadership Strategy & Content Development: shape NAM Private Bank's leadership agenda and build event content.
• End-to-End Event Management: concept through post‑event follow‑up within NAM and across regions.
• Social Media & Digital Channel Strategy: plan content calendars and collaborate with global teams.
• Marketing Performance & ROI Tracking: measure events, engagement, and pipeline impact.
• Stakeholder Engagement & Senior Briefings: prepare client/event briefings for leadership.
• Competitive intelligence & market benchmarking to differentiate UHNW marketing.
• Compliance, risk & regulatory adherence across activities and campaigns.

Skills

Marketing

Strategic thinking

Content development

Events management

Social media

Digital channels

Stakeholder management

Leadership

Communication

Analytical skills

Education

Bachelor’s degree in Marketing, Business, Finance, Communications, or related field

Tools

Salesforce

Job description

Citi is seeking a Marketing Senior Analyst (SVP) for NAM Private Bank Marketing in San Francisco to drive a 360‑degree marketing strategy. The role blends thought leadership, content development, and end‑to‑end event management with senior partner collaboration.

The successful candidate brings a broad marketing skill set, from events to digital channels, and the confidence to move beyond execution into strategic contribution for UHNW clients across NAM. Travel approximately 20% is expected.