Lead Portfolio Strategist

hace 4 días


Ciudad de México, Ciudad de México Citi A tiempo completo

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.

  • Portfolio Strategist

    hace 2 meses


    Ciudad de México, Ciudad de México F1605 Franklin Templeton Investment Services (Mexico), S de RL A tiempo completo

    About the RoleWe are seeking a highly skilled Portfolio Strategist to join our team at F1605 Franklin Templeton Investment Services (Mexico), S de RL. As a key member of our investment team, you will be responsible for assisting with the implementation and management of investment strategies.Key ResponsibilitiesEnsure investment management and trading...

  • Portfolio Strategist

    hace 2 meses


    Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo

    About the RoleWe are seeking a highly skilled Portfolio Strategist to join our team at Thomson Reuters. As a key member of our organization, you will play a critical role in driving business growth and success.Key ResponsibilitiesConduct in-depth analysis of products in our portfolio to identify opportunities for improvement and growth.Develop and maintain a...

  • Portfolio Strategist

    hace 2 meses


    Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo

    About the RoleIn this opportunity as a Portfolio Strategist, you will:Conduct ongoing analysis of financial products in the portfolioUnderstand key characteristics of customers and their financial needsProactively monitor internal sources of data to assess and inform financial proposition healthWork closely with cross-functional teams to gather and analyze...


  • Ciudad de México, Ciudad de México Citibank A tiempo completo

    The Senior 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. The overall objective of this role is to ensure the seamless delivery of support services to Citibank clients...


  • Ciudad de México, Ciudad de México CitiGroup A tiempo completo

    The Senior 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. The overall objective of this role is to ensure the seamless delivery of support services to Citi clients and to...

  • Portfolio Strategist

    hace 2 semanas


    Ciudad de México, Ciudad de México Thomson Reuters A tiempo completo

    About the RoleWe are seeking a skilled Portfolio Analyst to join our team. As a key member of our product marketing team, you will be responsible for analyzing customer, product, and market-driven data to improve competitive positioning, customer satisfaction, product adoption, and revenue.Key ResponsibilitiesConduct ongoing analysis of products in our...


  • Ciudad de México, Ciudad de México Zendesk A tiempo completo

    Job OverviewPosition SummaryAs a vital member of Zendesk's Pricing and Packaging Team, the Lead Market Pricing Strategist plays an essential role in defining and executing Zendesk's revenue optimization strategies. Reporting directly to the Senior Director of Pricing and Packaging, this position offers significant visibility and the opportunity for...


  • Ciudad de México, Ciudad de México Ingenia Agency A tiempo completo

    Ingenia Agency seeks a Digital Commerce Strategist to lead sales efforts and drive marketing initiatives. Key responsibilities include team leadership, marketing and ecommerce expertise, brand development, and commercial area growth.Key skills and qualifications:Team leadership and managementMarketing and ecommerce expertiseBrand development and...

  • Lead Portfolio Manager

    hace 1 semana


    Ciudad de México, Ciudad de México Dr. Reddy's Laboratories Ltd A tiempo completo

    Job SummaryWe are seeking an experienced Lead Portfolio Manager to oversee the development and management of our generic portfolio. The successful candidate will be responsible for leading the ideation and selection of APIs and formulation dose forms, as well as coordinating with cross-functional teams to drive decision-making processes.Key...


  • Ciudad de México, Ciudad de México dentsu A tiempo completo

    Job Title: Sr. Brand StrategistThe purpose of this role is to collaborate with the strategy lead to develop strategic outputs, including creative briefs, research reports, and analyses, as well as selling narratives and go-to market plans.Key Responsibilities:Oversee the creation of briefs and conduct briefings on multiple brands, while mentoring and...

  • Senior Brand Strategist

    hace 3 semanas


    Ciudad de México, Ciudad de México dentsu A tiempo completo

    Job Title: Senior Brand StrategistThe purpose of this role is to collaborate with the strategy lead to develop strategic outputs, including creative briefs, research reports, and analyses, as well as selling narratives and go-to market plans.Key Responsibilities:Develop and deliver high-quality briefs and conduct briefings on multiple brands, while mentoring...


  • Ciudad de México, Ciudad de México Michael Page A tiempo completo

    Strategic Sourcing Opportunities At Michael Page, we are seeking a skilled Procurement Strategist to lead our procurement efforts. As a key member of our team, you will be responsible for developing and executing procurement strategies that drive business growth and profitability. Key Responsibilities: * Develop and implement strategic sourcing strategies...

  • Talent Strategist

    hace 6 días


    Ciudad de México, Ciudad de México Mercer A tiempo completo

    Lead Talent Strategy and Employee ExperienceAt Mercer, we are seeking a seasoned Senior Human Resources Consultant to join our team as a Talent Strategist. This role will be responsible for leading our clients in developing and implementing effective talent management strategies.Key Responsibilities:Collaborate with clients to understand their unique talent...

  • Senior UX Strategist

    hace 2 semanas


    Ciudad de México, Ciudad de México Omnitracs A tiempo completo

    Job Title: Senior UX StrategistAbout the Role:We are seeking a highly skilled Senior UX Strategist to join our team at Omnitracs. As a key member of our design team, you will be responsible for leading the development of user-centered design solutions that meet the needs of our customers.Key Responsibilities:Develop and implement UX strategies that drive...


  • Ciudad de México, Ciudad de México Clip A tiempo completo

    Job Title: Lending Business StrategistAt Clip, we're looking for a skilled Lending Business Strategist to join our team. As a key member of our lending business, you'll play a critical role in developing and executing a product strategy that aligns with our overarching business goals.Key Responsibilities:Develop and execute a product strategy that aligns...


  • Ciudad de México, Ciudad de México MX006 Mercer Human Resource Consulting S.A. de Cv A tiempo completo

    At MX006 Mercer Human Resource Consulting S.A. de Cv, we are seeking a talented Digital Marketing Strategist to join our team.About the RoleWe are looking for a highly experienced digital marketer to help shape our global digital marketing strategy and drive business objectives. As a Digital Marketing Strategist, you will be a key member of our digital...


  • Ciudad de México, Ciudad de México dentsu A tiempo completo

    Job Title: Senior Brand StrategistThe purpose of this role is to collaborate with the strategy lead to develop strategic outputs, including creative briefs, research reports, and analyses, as well as selling narratives and go-to market plans.Key Responsibilities:Develop and mentor others in writing briefs and conducting briefings on multiple brands.Act as a...


  • Ciudad de México, Ciudad de México Servicios Comerciales Amazon Mexico S. de R.L. de C.V. A tiempo completo

    Overview:The Brand Partnership Studio's mission is to enable brands to genuinely connect with live audiences, primarily on Twitch.As the Senior Creative Strategist, you will oversee a dedicated team in Mexico, acting as both the creative and operational leader for the region.Key Responsibilities:Develop and deliver persuasive proposals in response to client...

  • Lead Parts Engineer

    hace 3 semanas


    Ciudad de México, Ciudad de México Ge Power Portfolio A tiempo completo

    Job Title: Lead Parts Engineer**Job Summary:**We are seeking a highly skilled Lead Parts Engineer to join our team at GE Power Portfolio. As a key member of the Parts Engineering team, you will be responsible for providing technical support for Engineered and Transactional flowpart quotes and orders.**Key Responsibilities:**Support Should Cost initiatives...


  • Ciudad de México, Ciudad de México Siemens Gamesa A tiempo completo

    Take the lead in shaping sustainable energy solutionsAt Siemens Gamesa, we're committed to making a difference in the energy landscape. As a Service Reliability Strategist, you'll play a critical role in ensuring our products and systems are reliable, maintainable, and serviceable for the benefit of our customers.Elevate our service conceptsDrive reliability...