Senior Lead Counsel - Wealth Legal

Company: citi.com
Location: Orlando
Posted on: October 20, 2024

Job Description:

Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi's Wealth Legal team.Shape your career with Citi in Dublin. By joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.Citi has had a presence in Ireland since 1965, it was one of the first foreign banks to open an office in the country and is the Citibank Europe Plc Headquarters. Team/Role OverviewAs part of Wealth Legal, you will work within the newly created global Business Strategies & Initiatives and Managed Investments team. This team covers an excitingly wide range of wealth management work and often takes on the initiatives that don't fall clearly within one of the other Wealth Legal product areas. The diverse work includes advising on general regulatory implementation, cross-product initiatives, some managed investment/ESG work, business strategy projects, global legal services issues, data protection and digital transformation project work and general projects.What you'll doAs part of your role we would expect you to:

• Objectively evaluate Wealth proposals by applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws, rules, and regulatory guidelines, escalating as appropriate;
• Collaborate with many teams across Wealth when considering business and regulatory projects, coordinating closely with the wider Legal team on a regional and global basis, and with external counsel as necessary;
• Work with key stakeholders to develop best practices in connection with various initiatives (including transformation, technology, knowledge management, and digitization);
• Appropriately assess risk and apply sound ethical judgment when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets.Example projects include:
• Leading or partnering with other teams to implement regulation, for example financial, wealth management and advisory, ESG, consumer protection, data protection, and digital related regulations;
• Reviewing all new business initiatives, digital and otherwise (such as data sharing of Wealth client data outside of Wealth, use of WhatsApp or WeChat, new process flows for account opening, prospecting and marketing initiatives);
• Advising on licensing requirements and updates in Wealth sales offices and booking centers, including regulator engagement and remediation of any licensing deficiencies;
• Working with centralised Legal teams at Citi to advise on a range of matters, including implementation of third-party software/technology provider contracts for Wealth (alongside the technology lawyers) and coordinating with Litigation legal team to handle litigation matters for Wealth.What we'll need from youAs the role is broad in nature we would expect you to be a qualified lawyer with a good grounding in financial services regulation and private wealth management/investment advisory services. In addition:
• Experience either in private practice, or in-house with a regulated financial institution, considering banking and/or investment products and applicable banking/investment EU regulation;
• A general grounding in UK/EEA managed investment and data privacy laws would be beneficial;
• You will be someone that thrives on collaborative working, with a keen mind to get to the bottom of complex legal problems;
• You pride yourself on having clear, non-waffly communication skills, and understand how to explain complex legal issues in digestible, concise summaries.What we can offer youThis is a role that will offer you the opportunity to build an in-depth knowledge of legal and regulatory issues affecting a fast-paced Wealth business. Every day there will be new business challenges that will help you develop new skills that can drive your career.By joining Citi Dublin, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed) and enjoy a whole host of additional benefits that support you (and your family) to be well, live well and save well.Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energised to join us, motivated to stay, and empowered to thrive.Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities.------------------------------------------------------Job Family Group: Legal------------------------------------------------------Job Family: Legal - Product------------------------------------------------------Time Type: Full time------------------------------------------------------Citi is an equal opportunity and affirmative action employer.Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Citigroup Inc. and its subsidiaries ("Citi") invite all qualified interested applicants to apply for career opportunities. 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 .View the "" poster. View the .View the .View the .
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Keywords: citi.com, Orlando , Senior Lead Counsel - Wealth Legal, Legal , Orlando, Florida