Head of Capital Planning and Management

2 weeks ago


New York, United States Citi Full time

Head of Capital Management is an enterprise Strategic role for Citigroup, owning the enterprise-wide capital planning and management processes for the group, and its legal entities. This important leadership position is a key member the enterprise’s Strategic Planning capability. As a part of this process, the Head of Capital Management manages the enterprise’s Capital Stress Testing processes, working together with the Enterprise Risk function to design scenarios including macro-economic variables and paths which are critical to understanding the organization’s exposures, risks and the inherent strengths and weaknesses of the global business model, which inform the Strategic Plan.

The role is fundamental to ensuring the safety & soundness of Citigroup and the financial system in the US and globally and therefore also plays a key leadership role in the enterprise’s Recovery & Resolution Planning. All enterprise decisions material generating a return, affecting risk appetite and risk levels, maintaining Capital levels are within the remit of this leader’s role at Citigroup.

The Head of Capital Management role reports directly to the Treasurer of Citigroup, leads Citigroup’s Capital Committee, participates in the firm’s Enterprise Stress Testing Governance Committee and related Enterprise Forecasting Governance Committee. This leader presents regularly to the Board of Citigroup, leading topics at the Board Risk Management Committee on a regular basis and presenting at key points in the year to the full Board of Citigroup.

The Head of Capital Management directly manages a team of more than 150 specialist professionals. These professionals fulfill different functions: Capital Forecasting, Capital Risk Analytics, Capital Policy, Governance and Controls, and entity and group Capital Management.

As a part of the direct responsibilities above, the Head of Capital Management, has oversight responsibility for finance professionals and executives across the businesses and functions; staff responsible for any part of the Strategic planning, Financial forecasting, Capital Planning, and current Capital position calculation & reporting processes.

The role requires a broad and comprehensive understanding of the different systems and practices relevant to the function as well as practical experience of business cycles. In-depth knowledge of the industry and direct competitors' products/services is also necessary to contribute to the objectives of the function. The individual should have the ability to gain a thorough understanding of the strategic direction of the function, businesses, and the enterprise. To exercise the influence and have the impact required, the Head of Capital Management is required to have excellent communication, and presentation skills in front of big audiences, and very senior audiences, including the Board of Citigroup and, importantly, its most senior Regulators. To emphasize, the role requires frequent presentations at the firm’s most senior committees including Board committees and the full board, and which comprise the CEO and the leadership team of Citigroup, as well as frequent updates for Regulators and responses to the same on topics of interest to them as they ensure the safety & soundness of Citigroup.

The individual in this role is required to influence a wide range of audiences and partner with a broad spectrum of stakeholders. The Head of Capital Management will be involved in both internal and external negotiations which have a major impact on the both the area managed, and on other areas of Citigroup and the organization as a whole. The holder of the Head of Capital Management role will provide input into strategic decisions affecting the Capital Management function, including management of budgets and planning for the locations of staff. The Head of Capital Management will also have authority to negotiate and make independent decisions on issues/activities that have critical impact or influence on company revenues, capital or business operations, with oversight from the relevant policy, governance and control bodies.

**Specific role responsibilities**

**Capital Planning**

Manage the design and execution of Citigroup and Citibank N.A., (CBNA)’s planning process for RWA and capital actions (e.g., dividends and buybacks), including through the
- Determination of capital targets (e.g., Target CET1 ratios) including calibration of components such as Stress Loss Risk Appetite and Management Buffers
- Forecasting of Risk Weighted Assets (for Advanced and Standardized Approaches), capital levels and associated capital ratios,
- Requires engagement with the Controller, and extensive engagement with the controller team responsible for calculating and reporting RWAs
- Determination of proposed dividends and buybacks, including dividends from subsidiary Citi and CBNA entities

**Capital Management**

Determine and execute actions impacting RWA and/or buybacks/dividends



  • New York, United States Citigroup Inc. Full time

    Contributes to the design, roll-out and governance of capital management and the overall CFO Treasury organization globally. Participates in formulating and setting strategic direction for the process, organization and architecture from the perspecti Management, Planning, Business, Banking


  • New York, United States Squarepoint Capital Full time

    Squarepoint is a global investment management firm that utilizes a diversified portfolio of systematic and discretionary strategies across public and private financial markets to achieve high quality, uncorrelated returns for our clients. We have deep expertise in trading, technology and operations and attribute our success to rigorous scientific research....


  • New York, United States Sail Harbor Capital Full time

    About the PlatformSail Harbor Capital (“SHC”) is a boutique commercial real estate investor founded in 2017 by former partner at Fortress Investment Group, Ben Michelson, to invest in large CRE tranches across the capital stack, primarily focused on highly structured credit, structured equity, and strategic distressed opportunities. Investments are...


  • New York, United States Sail Harbor Capital Full time

    About the Platform Sail Harbor Capital (SHC) is a boutique commercial real estate investor founded in 2017 by former partner at Fortress Investment Group, Ben Michelson, to invest in large CRE tranches across the capital stack, primarily focused on highly structured credit, structured equity, and strategic distressed opportunities. Investments are typically...


  • New York, United States Sail Harbor Capital Full time

    About the Platform Sail Harbor Capital (SHC) is a boutique commercial real estate investor founded in 2017 by former partner at Fortress Investment Group, Ben Michelson, to invest in large CRE tranches across the capital stack, primarily focused on highly structured credit, structured equity, and strategic distressed opportunities. Investments are typically...


  • New York, NY, United States Equitable Holdings Full time

    DescriptionAt Equitable, our power is in our people. We're individuals from different cultures and backgrounds. Those differences make us stronger as a team and a force for good in our communities. Here, you'll work with dynamic individuals, build your skills, and unleash new ways of working and thinking. Are you ready to join an organization that will help...

  • Capital Project Buyer

    2 weeks ago


    New York, United States Strategic Management Solutions Full time

    ** Strategic Management Solutions, LLC** ** Capital Project Buyer** Oak Ridge, TN 37830 SMSI is looking for a **Capital Project Buyer** to support a Los Alamos National Laboratory (LANL) Capital Project. This is a full-time position. ***Job Description*** This position shall be responsible for purchasing activities, high risk engineered equipment, and...


  • New York, United States Credit Agricole Full time

    Credit Agricole Corporate and Investment Bank (CACIB) seeks a senior capital markets transactional lawyer to act as Head of Global Markets Legal (GML) for the Americas. Based in New York, the position will report to the General Counsel for CACIB Americas with a dotted line to the Global Head for GML. The Head of GML Americas will be directly responsible for...


  • New York, New York, United States Goldman Sachs Full time

    The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is...


  • New York, United States Crédit Agricole CIB Limited Full time

    Role Summary You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. The Head of the New York Information Technology Project Management and Innovation (PMI) department in charge of managing a portfolio of NY, Canada and Brazil IT projects. Directs the Project Management Office (PMO) Methods...


  • New York, United States Crédit Agricole CIB Limited Full time

    Role Summary The Head of the New York Information Technology Project Management and Innovation (PMI) department in charge of managing a portfolio of NY, Canada and Brazil IT projects. Directs the Project Management Office (PMO) Methods as a Project Management Professional certified (PMP certified), in charge of IT Project Management Methods function which...


  • New York, United States Capital One Financial Corp Full time

    Lead creation and refreshing of our restaurant target list and dream list for Capital One Dining. Run Client Development efforts with top tier restaurants and restaurant groups. Set the sales strategy and direction for an external team of sales ass Business Development, Manager, Business, Development, Restaurant, Sales Associate, Management, Banking


  • New York, United States SiriusPoint Ltd. Full time

    Description Capital & Financial Analyst Hybrid - New York Who We Are SiriusPoint is a global underwriter of insurance and reinsurance. We utilize deep risk capabilities to protect our customers and provide intelligent risk solutions to clients and brokers around the world. Bermuda-headquartered and listed on the New York Stock Exchange (SPNT), we work as...


  • New York, United States Crédit Agricole CIB Full time

    Role SummaryThe Head of the New York Information Technology Project Management and Innovation (PMI) department in charge of managing a portfolio of NY, Canada and Brazil IT projects. Directs the Project Management Office (PMO) Methods as a Project Management Professional certified (PMP certified), in charge of IT Project Management Methods function which...


  • New York, United States Crédit Agricole CIB Full time

    Role SummaryThe Head of the New York Information Technology Project Management and Innovation (PMI) department in charge of managing a portfolio of NY, Canada and Brazil IT projects. Directs the Project Management Office (PMO) Methods as a Project Management Professional certified (PMP certified), in charge of IT Project Management Methods function which...


  • New York, United States Crédit Agricole CIB Full time

    SummaryCredit Agricole Corporate and Investment Bank (CACIB) seeks a senior capital markets transactional lawyer to act as Head of Global Markets Legal (GML) for the Americas. Based in New York, the position will report to the General Counsel for CACIB Americas with a dotted line to the Global Head for GML (sitting in Paris). The Head of GML Americas will be...


  • New York, United States Crédit Agricole CIB Full time

    SummaryCredit Agricole Corporate and Investment Bank (CACIB) seeks a senior capital markets transactional lawyer to act as Head of Global Markets Legal (GML) for the Americas. Based in New York, the position will report to the General Counsel for CACIB Americas with a dotted line to the Global Head for GML (sitting in Paris). The Head of GML Americas will be...

  • Head Chef

    2 days ago


    New York, United States Stout Hospitality Group Management Full time

    We are looking for an experienced and qualified Head Chef to organize the kitchen’s activities. You will be the first in command in the facilities and will create and inspect dishes before they arrive at the customers ensuring high quality and contentment. **Responsibilities** - Control and direct the food preparation process and any other relative...


  • New York, United States Hamlyn Williams Full time

    Our client is a leading international law firm with over 40 offices across 20 countries wordwide. Currently they are looking to add a Head of Financial Planning & Analysis to their Finance department. This is a newly created role and will report directly into the US CFO.This is a hybrid opportunity based out of their Midtown, Manhattan offices....


  • New York, United States Hamlyn Williams Full time

    Our client is a leading international law firm with over 40 offices across 20 countries wordwide. Currently they are looking to add a Head of Financial Planning & Analysis to their Finance department. This is a newly created role and will report directly into the US CFO.This is a hybrid opportunity based out of their Midtown, Manhattan offices....