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About the Role

The Marketing Senior Analyst (SVP) is a pivotal member of the NAM Private Bank Marketing team, driving the evolution from an event-centric model to a comprehensive, 360-degree marketing approach. This role requires intellectual curiosity, commercial acumen, and creative ambition to shape a thought leadership agenda and translate complex financial services narratives into resonant client experiences.

Responsibilities

• Take a leading role in shaping the NAM Private Bank's thought leadership agenda, identifying compelling content themes, curating relevant speakers, and building event agendas.
• Translate complex market and investment narratives into engaging, client-relevant content across various formats.
• Own and manage all aspects of client and prospect events, from strategic concept to post-event follow-up.
• Maintain and leverage the Salesforce CRM database for event targeting and relationship tracking.
• Contribute to and help plan the NAM Private Bank's social media and digital marketing strategy.
• Develop content calendars and identify relevant topics and formats for digital channels.
• Track and report on the impact of marketing activities across key metrics, including event attendance, client engagement, pipeline support, and digital performance.
• Use post-event feedback and data-driven insights to refine best practices and demonstrate marketing value.
• Prepare detailed client and event briefings for senior management and business leaders.
• Act as a trusted marketing partner to bankers, investment teams, and product specialists.
• Research and conduct competitive benchmarking to identify best practices, emerging trends, and opportunities for differentiation.
• Proactively recommend new approaches to the team based on market research.
• Embed regulatory, legal, and compliance considerations into all marketing activities.
• Collaborate with legal and compliance teams to ensure adherence to laws, policies, and regulations.

Requirements

• Approximately 10+ years of relevant experience preferred 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.
• 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, accountability, and sound judgment.
• Highly self-motivated, with a proactive mindset and the ability to identify opportunities and drive initiatives independently.
• Creative thinker who can translate complex financial narratives into compelling, differentiated client experiences.
• Excellent written and verbal communication skills; confident presenting to and engaging with senior stakeholders.
• Ability to influence stakeholders across all levels and build strong cross-functional partnerships in a matrixed organization.
• Ability to pinpoint and track key performance indicators to evaluate marketing effectiveness and ROI.
• Experience working in a matrixed, regulated environment across multiple markets.
• Proficiency with CRM tools (e.g. Salesforce) and digital marketing platforms.
• Adaptability and resilience, with the ability to navigate ambiguity and evolving business priorities.
• Willingness to travel approximately 20% of the time across NAM markets.

Skills

• Thought Leadership Strategy
• Content Development
• Event Management
• Social Media Strategy
• Digital Channel Strategy
• Marketing Performance Tracking
• ROI Tracking
• Stakeholder Engagement
• Competitive Intelligence
• Market Benchmarking
• Compliance
• Risk Management
• Regulatory Adherence
• Salesforce CRM
• Digital Marketing Platforms

Location

• San Francisco California United States

Work Type

• Full time

Experience Level

• 10+ years of relevant experience preferred

Education Level

• Bachelor’s degree in Marketing, Business, Finance, Communications, or a related field

Salary/Compensations

• $163,600.00 - $245,400.00

Benefits

• Discretionary and formulaic incentive and retention awards
• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

About the Company

• Citi is an equal opportunity employer.

Equal Opportunity

• 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.