In this role, you will establish new relationships and foster existing relationships with wealth management channels including Broker Dealers and Registered Investment Advisors (RIA) through proactive telephone calls, emails, arranging meetings, and conducting sales presentations.
In this role, the selected candidate will execute investment strategies through mutual funds and exchange traded funds in order to maximize returns commensurate with an acceptable level of risk for each risk profile.
The candidate selected will have extensive knowledge of project management, space-planning budgeting and job portfolio management, manage a team that is responsible for the overall activity, product and the total satisfaction of the client.
In this role, the selected candidate will manage and be the direct point of contact for client projects; update and maintain pending transaction database to ensure the data is current, correct and complete.
In this role, you will conduct an analysis of product pricing variables (UPC, SEC, FOB, taxes, and other laid in costs) and profitability objectives. Conducts a review of cost components with vendors and secures agreement on product pricing structure(s).
The Product Management Portfolio Manager is accountable for product performance across a broad range of IT Infrastructure products, consumed throughout Citi in all locations globally. It is a key strategic role owning product roadmaps, performance and capabilities.