Marketing Operations & Financial Lead, Wealth Marketing at Citi

Charlotte, North Carolina, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Apr, 26

Salary

0.0

Posted On

16 Jan, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Strategic Financial Stewardship, Budget Management, Vendor Lifecycle Management, Operational Governance, Compliance, Resource Management, Risk Management, Data-Driven Decision Making, Project Management, Performance Tracking, Third-Party Management, Operational Controls, Analytical Skills, Stakeholder Management, Collaboration, Problem Solving

Industry

Financial Services

Description

Strategic Financial Stewardship: Strategically lead and optimize comprehensive financial planning, budget management, and headcount oversight for the global marketing function, ensuring optimal allocation of resources to strategic priorities. Enterprise Liaison & Influence: Serve as the central and influential liaison to key partners across Finance, Business Management, and Procurement, championing marketing's needs and aligning operational strategies. Vendor Lifecycle Optimization: Drive and oversee the end-to-end vendor engagement lifecycle, encompassing strategic onboarding, contract negotiation, performance management, and meticulous invoice tracking to ensure maximum value and compliance. Operational Governance & Compliance: Champion and enforce operational governance across the marketing organization, developing and implementing robust reporting mechanisms, essential documentation, and stringent compliance protocols. Resource Management & Allocation: Proactively track, manage, and optimize marketing resources, allocations, and critical funding approvals in close partnership with regional leads and business heads, aligning expenditure with strategic impact. Risk & Regulatory Fortification: Collaborate seamlessly with Legal and Risk departments to ensure unwavering marketing compliance with all regulatory requirements, internal controls, and evolving policy changes, safeguarding the firm's reputation. Data-Driven Decision Enablement: Implement and champion advanced project management tools, interactive dashboards, and sophisticated performance trackers to elevate leadership visibility, foster data-driven decision-making, and drive accountability. Process Simplification & Standardization: Lead initiatives to drive significant simplification and standardization across key marketing workflows, including strategic planning cycles and Quarterly Business Reviews (QBRs), enhancing efficiency and agility. Integrated Performance & Reporting: Develop and integrate comprehensive marketing performance tracking and reporting frameworks that provide actionable insights into the effectiveness of campaigns and initiatives. Third-Party Management Excellence: Establish and enforce best practices for third-party risk management and operational oversight. Robust In-Business Controls: Design, implement, and monitor robust in-business controls to mitigate operational risks effectively. 10+ years of progressive leadership experience in business management, finance, or marketing operations within a global, highly matrixed organization, preferably in financial services. Deep expertise in strategic budget planning, advanced vendor lifecycle management, robust operational controls, and enterprise-level governance frameworks. Proven track record of driving transformational change, successfully managing large-scale processes, and leading complex cross-functional initiatives to achieve significant business outcomes. Exceptional analytical skills with the ability to translate complex financial and operational data into clear, actionable strategic insights and recommendations. Advanced proficiency with enterprise-level financial management systems, procurement platforms, project management tools, and sophisticated financial reporting platforms. Demonstrated ability to influence senior stakeholders, champion best practices, and foster a culture of operational excellence and continuous improvement. Bachelor's/University degree, Master's degree preferred Financially fluent and operationally rigorous. Collaborative and detail-oriented. Strong communicator with stakeholder management skills. Structured thinker who thrives in complex environments. Trusted partner and problem solver. ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Jan 22, 2026 ------------------------------------------------------

Responsibilities

The role involves leading financial planning and budget management for the global marketing function while serving as a liaison to key partners across various departments. Additionally, it includes overseeing vendor engagement and ensuring compliance with operational governance.