Citi CPB North America Advisory Operations Lead in Jersey City, New Jersey

  • Primary Location: United States,New Jersey,Jersey City

  • Education: Bachelor's Degree

  • Job Function: Operations

  • Schedule: Full-time

  • Shift: Day Job

  • Employee Status: Regular

  • Travel Time: No

  • Job ID: 17011848


About Citi:

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients.

Citi’s Mission and Value Proposition at explains what we do and Citi Leadership Standards at explain how we do it. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve. Our Leadership Standards is a common set of skills and expected behaviors that illustrate how our employees should work every day to be successful and strengthens our ability to execute against our strategic priorities.

Diversity is a key business imperative and a source of strength at Citi. We serve clients from every walk of life, every background and every origin. Our goal is to have our workforce reflect this same diversity at all levels. Citi has made it a priority to foster a culture where the best people want to work, where individuals are promoted based on merit, where we value and demand respect for others and where opportunities to develop are widely available to all.

Job Purpose:

The CPB North America Advisory Operations Lead will be responsible for a team of 30 staff supporting the Private Bank and Citi PWM Advisory business. The advisory operations team supports 43,800 accounts and $37.2.0B aums across all lines of businesses - the implementation/overlay, billing and cash processing functions by bringing market best practices, ideas and processes into the Private Bank to help make the Private Bank experience. They will partner closely with the Private Bank Global Managed Investments leadership team, PWM product management and O&T Colleagues to deliver client focused solutions.

Key Responsibilities:

  • Manage the risk associated with a service driven, control minded advisory operations team that delivers measurable competitive advantage in support of Private Bank Global Managed Investments

  • Partner with Business stakeholders to understand business needs create roadmap to ensure current and future client demand is meet and exceeded

  • Provide management reporting to Business partners on AUMs, positions and performance of managed account provider.

  • Coordination with custodians on behalf of Business partners to solve inquires or escalate and resolve issues

  • Daily overlay / implementation management for all UMA programs Citi offers - encompassing portfolio rebalancing, client contributions and redemptions, and ensuring that accounts track within asset allocation expectations

  • Review and analysis of end to end processes and demonstrable ability to deploy industry best practices and process reengineering to meet business needs

  • Promote a culture of continuous improvement and cultivating a robust service and control environment

  • Represent Advisory Operations at various internal committees, audits and forums related to the managed account end to end process



  • Demonstrated track record supporting managed accounts

  • Pershing NetX and APL experience is preferred however not required

  • Familiarity with regulatory environment

  • Exceptional communication skills and the ability to synthesize and articulate complex issues and concepts

Required Skills:

  • The successful candidate must 5+ years of experience within asset management or wealth management operations.

  • Knowledge of the investment industry and managed accounts

  • Previous experience managing a team


  • Series 99 or series 7 an advantageExcellent written, verbal communication, time management and prioritization skills


  • Ability to partner across organizational lines

  • Highly effective influencing, relationship management and collaboration skills