- New York, New York, United States
- On-site
- Full-time · Manager
- $150K–$224K per year
- 10+ years
Lead and scale Citi’s small business referral strategy for Citigold North America, owning end‑to‑end referral pipeline, partnership development, and performance reporting.
Compensation
$149,600.00 - $224,400.00
Responsibilities
- Own the end‑to‑end small business referral strategy at Citigold North America
- Build and manage a high‑performing small business referral pipeline using CRM tools
- Identify and cultivate referral partnerships with centers of influence and financial advisors
- Activate Citi's internal referral ecosystem by engaging branch bankers and relationship managers
- Train and coach frontline branch and sales staff on referral identification and qualification
Requirements
- Bachelor’s degree/University degree or equivalent experience
- Master’s degree in business, Finance, or a related field (preferred)
- Nice to have: experience with Business Development Officers
- Nice to have: familiarity with community banking practices
- Nice to have: cross‑functional referral initiatives