Citigroup SVP, Distribution Strategy Market Planner in Solana Beach, California
The Distribution Strategy Market Planner is responsible for the development and execution of strategic plans for the U.S. retail branch and ATM network in assigned geographies. The Market Planner partners with business, analytic, and real estate teams to create forward looking plans aligned with corporate strategy, industry trends, and developments in individual markets. They are accountable for the socialization of plans and the successful execution and tracking of associated actions and timing.
The Market Planner possesses deep knowledge of their markets and how to position the bank to succeed within them. The role requires a comprehensive understanding of the business and real estate and how they interact in order to achieve objectives. Success in the position requires the ability to analyze markets, competitive dynamics, trade areas, and individual locations to formulate a strategic plan while assessing and executing against opportunities within the program’s stated goals. Deep understanding of both desktop and field based analysis are critical.
Directs the creation of multiple projects of work and manages their alignment to business goals through the creation of comprehensive rolling 3-5 year master market strategic plans for the branch and ATM network in assigned markets.
Analyze the network holistically and translate overall needs into specific, individual site actions.
Identify and evaluate opportunities to open, relocate, close, and re-format physical distribution points through a combination of desktop GIS analysis and fieldwork.
Monitor trends in the market and industry to develop plans to proactively address them and incorporate future requirements through changes to the network
Consider real estate constraints to assure that plans are flexible and actionable.
Engage business, analytical, and execution partners to create and implement strategic plans.
Serve as the champion for created plans through presentation and advocacy with field leadership and partners.
Lead the identification and drive resolution of issues, including those outside established projects of work with stakeholders to ensure project scope definition.
Directs the communication of status, issue, and risk disposition to all stakeholders, including Senior Management, on a timely basis.
Manage projects from conception to completion including development of specifications, timelines, production of analysis, and delivery of results. Works with a large amount of independence.
Meets business objectives and develops project plans that include coordinating and monitoring the efforts of internal and external partners in the production and delivery of analyses.
Collaborate and develop influential relationships with leadership, peers, and partners to specify project requirements and deliver innovative solutions.
Directly affect the business by influencing strategic decisions through provided services.
Directs the identification of risks which impact project delivery and ensure mitigation strategies are developed and executed when necessary.
Up to 40% travel for field research and in-person meetings.
10-15+ years industry experience in banking or retail GIS and site selection including field research.
Bachelor’s degree, preferably in Geography, Economics or related field. Graduate degree a plus.
Demonstrated ability to collect, integrate, and communicate complex requirements specific to retail network planning and site selection to both non-technical and technical personnel.
Expertise in desktop GIS (MapInfo, ESRI) and the application of geospatial data and analysis including demographics to address site location questions.
Understanding of data manipulation and statistical concepts.
Experience with the MS Office suite, particularly Excel, Access, and PowerPoint.
Success in developing and delivering presentation of complex plans to a professional audience.
Ability to balance a deep and diverse project load in a fast paced, dynamic environment.
Capacity to work both independently and collaboratively.
Strong problem solving abilities, organization, and attention to detail.
Comprehensive understanding of how own area and others integrate to achieve business objectives.
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