JobsRegional Marketing Senior Lead Analyst
Job description
The Marketing Senior Analyst (SVP) is a key member of the NAM Private Bank Marketing team, focusing on transitioning from an event-centric model to a comprehensive marketing approach. This role requires a proactive individual with a strong background in financial services and marketing, who can contribute strategically while managing logistics for high-profile client events. The successful candidate will work closely with senior leaders and investment teams to ensure marketing initiatives align with business growth objectives. This position also involves supporting regional marketing strategies and client engagement across the Western Region.
Requirements
- Approximately 10+ years of relevant experience in marketing within financial services, private banking, or wealth management.
- Bachelor’s degree in Marketing, Business, Finance, Communications, or a related field.
- Proven ability to develop and curate thought leadership agendas that resonate with UHNW audiences.
- Broad marketing skill set spanning events, content strategy, social media, and digital channels.
- Strong understanding of financial products, services, and the UHNW client landscape.
- Ability to mentor junior colleagues and collaborate effectively across functions.
- Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously.
- Self-starter who works effectively with minimal supervision, demonstrating strong ownership and accountability.
- Excellent written and verbal communication skills, with the ability to engage with senior stakeholders.
- Proficiency with CRM tools and digital marketing platforms.
Responsibilities
- Shape the NAM Private Bank's thought leadership agenda by identifying compelling content themes and curating relevant speakers.
- Own and manage all aspects of client and prospect events, including logistics, compliance reviews, and post-event follow-up.
- Contribute to the NAM Private Bank's social media and digital marketing strategy by developing content calendars and identifying relevant topics.
- Track and report on the impact of marketing activities across key metrics to demonstrate marketing effectiveness.
- Prepare detailed client and event briefings for senior management to ensure alignment with broader business strategies.
- Conduct competitive benchmarking to identify best practices and emerging trends in UHNW private banking marketing.
- Embed regulatory, legal, and compliance considerations into all marketing activities.
Benefits
- Citi offers a comprehensive benefits package including competitive pay, stock programs, healthcare coverage, retirement plans, paid time off, parental leave, and programs supporting employee wellbeing and professional development.
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