Career advancement

The bank ends the year with a substantially different profile from early 2024, which brought new leadership, a significant reduction to its mortgage operations and a corporate rebrand.

Oden, head of U.S. wealth, private banking, asset management and premier banking at HSBC, was one of the first in the industry to build an online wealth management platform.

The change, one among several at the firm's top, follows on a year that executives have deemed one of the firm's most difficult in decades.

Citigroup, First National Bank and Marqeta headlined some of the biggest changes in executive leadership in the banking, fintech and payments industries.

Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.

Like its Wall Street rival Morgan Stanley, Citi sees a path to trillions in client assets in its workplace division.

As she prepares to leave to run a nonprofit after three decades in the industry, Cole said the financial services sector is better for women — but still has a long way to go.

The latest appointment comes amid Citi's continued overhaul of its executive ranks and wealth business.

Nash, the head of tech, media and telecom coverage, has no intention of ending her four-decade career anytime soon.

Titi Cole, CEO of legacy franchises at Citigroup, is stepping down in June to pursue opportunities outside of the financial services industry.