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Citi Jobs (NOW HIRING)

Citigroup, Inc.

Citi Wealth Planner

Dallas, TX · On-site

$170K - $300K/yr

Citi Wealth Planner The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring ...

Citigroup, Inc.

Citi Wealth Planner

New York, NY · On-site

$170K - $300K/yr

Citi Wealth Planner The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring ...

Citigroup, Inc.

Citi Commerce, Product Lead

New York, NY · On-site

$138K - $182K/yr

Citi is evolving its current commerce offerings and branching into new avenues of growth by offering merchants access to high value cardmembers across Citi's digital properties and partner placements.

The New York Mets

Citi Field Tour Guide

Queens, NY · On-site

$19/hr

The ideal candidate is someone who sees Citi Field for all its treasures, and their ability to share the rich history of the New York Mets. This job is much more than reading facts off a sheet. Tour ...

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Citi information

What is the typical team structure for roles at Citi, and how do employees collaborate across departments?

At Citi, most roles operate within a matrix organizational structure, where employees work in cross-functional teams that may include colleagues from risk management, technology, operations, and client services. Collaboration is highly encouraged, often involving regular meetings, shared digital workspaces, and project-based initiatives. Employees are supported by both direct managers and dotted-line reporting to project leads, which helps foster professional growth and knowledge sharing across departments. This collaborative environment not only supports individual development but also drives innovation and efficiency throughout the organization.

What are the key skills and qualifications needed to thrive as a Citibank Financial Analyst, and why are they important?

To thrive as a Citibank Financial Analyst, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Proficiency in financial modeling tools like Excel, data analytics platforms, and familiarity with Bloomberg Terminal or similar financial systems is often required. Outstanding communication, attention to detail, and problem-solving skills set top candidates apart in this role. These competencies are crucial for delivering insightful financial analysis, supporting strategic decisions, and ensuring regulatory compliance in a fast-paced banking environment.

What is the difference between Citi vs Commercial Banker?

AspectCitiCommercial Banker
CredentialsBachelor's degree; relevant certifications like FINRA licensesBachelor's degree; financial certifications often preferred
Work EnvironmentCorporate office, client meetings, financial analysisBank branches, client sites, financial consulting
Employer & IndustryGlobal banking, financial servicesBanking, commercial finance
Common Search & ComparisonYesYes

Both Citi and Commercial Bankers work within the banking industry, focusing on financial services. Citi is a large global bank offering a wide range of financial products, while Commercial Bankers typically work for banks or financial institutions providing business loans and financial solutions to companies. The roles often overlap in client interaction and financial analysis, but Citi roles may involve broader corporate banking functions and international exposure.

What are Citi jobs?

Citi jobs refer to employment opportunities at Citigroup Inc., a leading global financial services company. Citigroup offers a wide range of positions in areas such as banking, finance, technology, risk management, operations, and customer service. Citi jobs can include roles like investment banker, financial analyst, software engineer, relationship manager, and risk officer, among others. Working at Citi provides employees with opportunities for career growth, learning, and the chance to work in a diverse, global environment.
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Citi Wealth Planner

Citi Wealth Planner

Citigroup, Inc.

Dallas, TX • On-site

$170K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 hours ago

Job description

Job Description
Citi Wealth Planner
The Citi Wealth Planner partners closely with Private Bankers and other Citi Private Bank (CPB) team members to develop, deliver and implement customized wealth structuring services, which include proactive estate planning solutions based upon each client/prospect's individual circumstances.
Essential Duties & Responsibilities
Demonstrates technical expertise and ability to provide guidance on wealth structuring matters, including:
• Estate, gift and income tax planning
• Transition event planning
• Business succession planning
• Charitable planning and related vehicles
• Insurance planning
Focuses on enhancing CPBs overall practice by sharing best practices and technical information; aiding the development of marketing materials and writing technical pieces for internal and external distribution. Cultivates relationships with professional contacts, such as attorneys and CPAs, resulting in additional business opportunities.
Qualifications:
Education:
JD degree required
Knowledge/Abilities:
A minimum of eight years of trust and estate industry experience required. Strong knowledge and proven technical proficiency in the legal, and tax issues relative to the trust and estate field. Proven strong communication skills to interact effectively with current and potential clients and their advisors. Proven presentation skills. Self-starter with creative problem-solving skills. Competence in working through complex organizations to solve problems and deliver superior client service.
Job Family Group:
Private Client Product Services
Job Family:
Trust Wealth Planning
Time Type:
Full time
Primary Location:
Dallas Texas United States
Primary Location Full Time Salary Range:
$170,000.00 - $300,000.00
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.
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:
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.

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