Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many of the world’s most successful and influential individuals and families.
We provide global insights informed by deep local knowledge and help deliver the complete financial management strategies that today’s wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively
Lending is a key offering within Citi Wealth. Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our team provides lending solutions across all three client segments including Citi Private Bank, Wealth at Work, Citi Private Client and Citigold as part of their wider Citi relationship. The Global Head of Lending Products a team of professionals that oversee and manage the lending product frameworks across both the Wholesale and Retail Credit regime. Together the teams are a global center of excellence for Lending Products.
The role is a member of the Citi Wealth Lending Leadership team and a key role in oversight of creating, updating and maintaining our lending frameworks and guidelines within a growing organization.
Responsibilities include:
- Oversee Product Management teams to help integrate the teams and create a Center of Excellence for the global business.
- Curate a high performing team culture through coaching, hiring and retaining high performing team members for Product Management, Collateral and Subject Matter Experts.
- Oversight and management of the product frameworks and guidelines across all Citi Wealth Lending products to ensure appropriate risk appetite while balance market competitiveness
- Understand and articulate the market specific products, competitive environment, platform gaps, challenges, and opportunities.
- Key partnership with 2LOD in uplift and ongoing management of the product frameworks and guidelines.
- Collaborating with large groups of cross functional resources to advance business objectives to ensure the business growth is achieved with the appropriate levels of governance in place (in partnership with Wealth Lending Governance team)
- Cross jurisdictional collaboration with Lending Advisory and 1st line Underwriting colleagues globally to ensure a seamless global delivery of lending solutions.
- Establish a reputation of execution and excellence internally with partners.
- Supporting the Lending Leadership team with large scale projects and business priorities.
Qualifications:
- 15+ years of experience in High Net Worth and Ultra High Net Worth Lending
- Solid knowledge of financial markets, investments, banking and loan products
- Experience across Wealth lending products, including but not limited to, Alternatives Lending, Aircraft, CRE and Art Financing and Unsecured would be ideal but not required
- Strong knowledge of both Wholesale and Retail credit frameworks
- Excellent communication (written and verbal) and interpersonal skills
- Strong financial and cash flow modelling
- Ability to work under pressure and deliver within tight deadlines to drive execution for the business
- Strong negotiation skills
- Strong initiative and interactive approach to problem solving
- Displays flexibility and independence in a demanding environment
- Completion of formal credit training program preferred
Education:
- Bachelor's/University degree, Master's degree preferred
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Job Family Group:
Private Client Product Services------------------------------------------------------
Job Family:
IF Regional Management------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$250,000.00 - $500,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Jul 09, 2025------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Citi Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.
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Healthcare Strength — Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
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Retirement Support — Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
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Wellbeing & Lifestyle Benefits — Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.
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Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.
