Wealth Relationship Manager SAFE Act - Cerritos

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

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi's Wealth division is looking for a Vice President, Wealth Partnership Management to own and grow strategic corporate partnerships that sit at the heart of our client growth agenda, spanning Citigold, Citi Private, and Wealth at Work. In this role, you will act as the primary relationship owner between Citi and key external partners, translating partnership strategy into measurable portfolio growth across all channels. You will work at the intersection of client management, marketing, and financial planning to deliver outcomes that directly influence the performance of Citi's Wealth business.

Responsibilities

• Own the end-to-end partner relationship, serving as the primary point of contact between Citi and corporate partners to sustain profitable portfolio growth across all channels.
• Identify and implement strategic initiatives that translate partnership objectives into measurable sales growth and improved business performance.
• Develop and execute marketing strategies in collaboration with partner and internal teams, creating product concepts and communications that engage clients and strengthen the partnership.
• Manage financial planning and forecasting cycles, monitoring performance against plan and proactively addressing shortfalls with commercially sound solutions.
• Analyze program and portfolio results on a regular basis, translating data into clear recommendations that improve profitability and client outcomes.
• Lead monthly client reporting and actively contribute to portfolio reviews, ensuring all contractual obligations, reporting requirements, and service level agreements are consistently met.
• Coordinate project plans for retail initiatives, including incentive programs, client engagement campaigns, and application growth strategies, delivering each on time and to agreed standards.
• Maintain awareness of regulatory requirements and uphold compliance standards in all business decisions, safeguarding the integrity of the partnership and Citi's reputation.

Required qualifications & skills

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

Beneficial skills & qualifications

• Master's degree or MBA in a relevant discipline.
• Experience in the private label credit or bankcard industry, with an understanding of partnership-driven financial products.
• Holding or eligibility to obtain HKSI (Papers 1, 7, and 8) and IIQE (Papers 1, 3, and 5) licensing qualifications.

What we offer

At Citi, you will work within a globally connected Wealth business that partners with some of the world's most ambitious clients. This is a high-impact, senior role where your decisions shape real commercial outcomes, and where you will be supported to grow your career in a performance-driven environment that values expertise, collaboration, and long-term development.

• Strategic ownership of high-value partnerships, with direct influence over the growth and direction of Citi's Wealth portfolio.
• Exposure to Citi's global network and the opportunity to work across Citigold, Citi Private, and Wealth at Work business lines.
• Access to continuous learning and professional development resources to support your growth at a senior level.
• Wellbeing support and financial benefits that reflect the seniority and impact of the role.
• A collaborative team environment where performance, client impact, and shared accountability are the foundations of how we work.

Job Family Group:

Consumer Sales

Job Family:

Consumer Business Development

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

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

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