Lead Portfolio Strategist
hace 4 días
Job Summary:
The Lead Portfolio Strategist is a senior professional position responsible for providing full leadership and direction to a team of employees in an effort to execute against key portfolio strategies in coordination with the Consumer Sales team.
Key Responsibilities:
- Manage a staff of 6 to 10 managers, including interviewing and hiring through to ongoing performance management, developing and managing retail and professional sales plan strategies for national / territory field execution and delivering training initiatives.
- Assist in developing short and long product-level strategies to ensure delivery of the financial plan.
- Responsible for field execution of credit initiatives and achievement of credit goals and objectives.
- Work with key stakeholders to develop and implement a strategy/contact model for the Field Sales Representatives that will meet the guidelines established by the Partner and Partner Management teams.
- Collect and communicate market intelligence around best practices, client feedback, and market competition in the assigned geography and vertical.
- Develop and maintain relationships with internal and Retail Partners, respond in a timely manner to escalated credit issues and concerns, and develop new and enhanced programs to increase new accounts.
- Develop and manage cost center budgets and expenses.
- 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.
Requirements:
- 6-10 years of relevant experience.
- Sales/Credit experience required.
- Field Sales and/or client development experience required.
- Project Management experience preferred.
- Working knowledge of related industry practices and standards.
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