VP, Wealth Partnerships & Growth

Sacbar; Cerritos (CA); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Strategic partnership ownership

Global network exposure

Professional development resources

Wellbeing and financial benefits

Collaborative team environment

Job summary

Citi’s Wealth division seeks a Vice President, Wealth Partnership Management to own and grow strategic corporate partnerships across Citigold, Citi Private, and Wealth at Work. You will be the primary relationship owner translating strategy into portfolio growth across channels, working at the intersection of client management, marketing, and financial planning to influence Citi's Wealth performance.

You will lead initiatives, develop marketing concepts with internal teams, manage forecasts, and

Qualifications

• 6 to 10 years of experience in marketing, product management, project management or client relationship management within financial services or related environment.
• Bachelor's degree in Business, Communications, Marketing, or Finance.
• Ability to communicate clearly in written and verbal formats, tailoring messaging to audiences.
• Commercially focused with ability to manage financial plans, identify risks, and develop actionable solutions under time pressure.
• Skilled at prioritizing and managing multiple projects in a fast-moving environment with accountability for outcomes.
• Proficient in Microsoft Office, with strong capability in Excel for financial analysis and reporting.
• Collaborative by approach, with ability to build alignment across teams and influence stakeholders at all levels.

Responsibilities

• Own the end-to-end partner relationship, primary point of contact between Citi and corporate partners to sustain profitable portfolio growth across all channels.
• Identify and implement strategic initiatives translating partnership objectives into measurable sales growth and better business performance.
• Develop and execute marketing strategies with partner and internal teams to engage clients and strengthen partnerships.
• Manage financial planning and forecasting cycles, monitor performance against plan, address shortfalls with sound solutions.
• Analyze program and portfolio results, translate data into clear recommendations to improve profitability and client outcomes.
• Lead monthly client reporting and contribute to portfolio reviews, ensuring all contractual obligations and SLAs are met.
• Coordinate project plans for retail initiatives, including incentive programs and client engagement campaigns, delivering on time and to standard.
• Maintain awareness of regulatory requirements and uphold compliance standards in all decisions.

Skills

Marketing

Product management

Project management

Client relationship management

Communication

Financial analysis with Excel

Stakeholder collaboration

Education

Bachelor's degree in Business/Communications/Marketing/Finance

MBA

Job description

Citi’s Wealth division seeks a Vice President, Wealth Partnership Management to own and grow strategic corporate partnerships across Citigold, Citi Private, and Wealth at Work. You will be the primary relationship owner translating strategy into portfolio growth across channels, working at the intersection of client management, marketing, and financial planning to influence Citi's Wealth performance.

You will lead initiatives, develop marketing concepts with internal teams, manage forecasts, and