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Fiduciary Product Management and Governance Officer - Senior Vice President

Citigroup

THE SUMMIT - CIUDAD DE MEXICOStaff
Sign in to applyVerified 2h ago
Location
THE SUMMIT - CIUDAD DE MEXICO
Work model
On-Site
Level
Staff
Posted
Sep 7, 2026

About this role

Key Responsibilities

The Fiduciary Product Management and Governance Officer will be tasked with a range of critical control and product management functions, ensuring a robust governance structure is in place for the Fiduciario business. The core responsibilities include: Governance and Committee Oversight: Act as the primary coordinator for the  New Deal Review Committee , ensuring all new business is onboarded in a controlled and compliant manner covering: Checker of the legal trust contracts and client instructions to be signed by trust delegates.   Checker of the integration of client profile documentation to activate the new deal in the fiduciary systems. Work as a liaison with sales, operations and trust executive team to implement new business in the fiduciary systems following onboarding procedure. Assuring integrity of information. Cover requested AML validations and screening. Set up approved new business and amendments. Schedule DRC sessions and take minutes. Manage and facilitate the  Fiduciary Forum  to ensure it serves as an effective governance and oversight body. Control and Information Management: Serve as the central point for consolidating, analyzing, and delivering all information pertaining to Fiduciary controls and governance for management of the Product and regulatory/governance  reporting. Lead requested Citi and third-party investment opening account. Work together with the commission and collections areas to validate, update and document the management of collection and commissions executed by  trust executives. Product Management and Monitoring: Oversee all  Product Management  duties, including the maintenance and periodic review of the Product Approval Program (PAP). Continuously monitor the product's performance against its established Key Risk Indicators (KRIs) and metrics.       Policy and Procedure Development: Lead the creation and implementation of specific operational procedures for the  Individuals Segment . Own and maintain the  Fiduciary Manual , ensuring it remains current with all policies and regulations. Fiduciary Head Delegate – Represent the Fiduciary Head in Governance/ Committee / Regulatory meetings Represent the Fiduciary Head in Country / Business projects impacting the product . Partner with Wealth Business Execution, In Business risk and Control Teams in all Fiduciary control and governance matters. Responsible for CAPs Remediations coordination assigned to Individuals Segment to ensure adherence to Citi policies and Local Regulation. Lead trust individual’s portfolio deliverables for internal and regulatory audits. Lead Tax Certificate Proyect.

Qualifications

10+ years of experience Fiduciary or other compliance or financial services related experience Extensive years of Control, Risk & Compliance (Citi Policies & standards). Thorough knowledge of Regulatory Framework Education: Bachelor’s/University degree, Master’s degree preferred Advance English ------------------------------------------------------ Job Family Group: Product Management and Development ------------------------------------------------------ Job Family: Fiduciary Services ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Most Relevant Skills Please see the requirements listed above. ------------------------------------------------------ Other Relevant Skills For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Citi is an equal opportunity employer, and 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

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Fiduciary Product Management and Governance Officer - Senior Vice President at Citigroup, THE SUMMIT - CIUDAD DE MEXICO | Yoinka