BANAMEX - Dirección propuesta de valor Wealth Management

• Manage a team of product managers to accomplish established goals and conduct personnel duties for team (e.g. performance evaluations, hiring and disciplinary actions)
• Partner with senior leadership and key stakeholders to develop performance metrics that measure success against business strategy and corporate goals and lead efforts to set quarterly and annual targets for each metric
• Design and implement sales processes/tools from client acquisition through onboarding and ongoing relationship building
• Partner with global finance team and manage data collection process to ensure data is captured correctly for reporting
• Partner with performance management teams to ensure business performance aligns with overall goals
• Track performance metrics, develop timely business review presentations, and provide stakeholders with analysis of performance, trends, and drivers for performance
• Design end-to-end business and professional development for sales professionals as well as identify performance issues and engage stakeholders to ensure action plans are created to remediate problems
• Communicate/provide additional materials to ensure field can implement and/or execute against key priorities and initiative across lines of business and maintain knowledge of competitor product offerings and advance Citi’s product as leader
• Ensure the focus of risk management, documentation, and compliance as well as the on-going and transfer of expertise across the team
• Complete quarterly analysis of business YTD performance and present business heads with analysis and insights on performance trends
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

• 10+ years of relevant experience
• Required licensing/registration: Series 7, Series 9, Series 10, Series 24, Series 63, Series 65
• Experience in financial services preferred
• Experience in project management to manage, execute, and communicate business performance
• Extensive knowledge of banking and financial services industry
• Extensive knowledge of sales and service process
• Demonstrated leadership and people management skills
• Ability to creatively design end-to-end sales processes and assistance

• Bachelor’s degree/University degree or equivalent experience
• Master’s degree preferred

Responsable de diseñar y ejecutar la propuesta de valor para los segmentos de Banca Patrimonial y Banca Privada.

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