Stock Markets January 23, 2026

Citigroup Plans Additional Job Reductions in March Amid Ongoing Restructuring Efforts

Following January layoffs, Citigroup to continue workforce trimming to streamline operations and enhance profitability

By Priya Menon C
Citigroup Plans Additional Job Reductions in March Amid Ongoing Restructuring Efforts
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Citigroup is set to undergo further employee reductions in March, subsequent to approximately 1,000 layoffs implemented in January. These forthcoming cuts, expected to impact senior management including managing directors across various business units, are part of CEO Jane Fraser's broader initiative to reduce costs and improve operational efficiency. The bank's recent actions coincide with regulatory easing and reflect a strategic focus on expense control and organizational realignment.

Key Points

  • Citigroup is planning additional layoffs in March following about 1,000 job cuts in January, primarily impacting senior management roles across business units.
  • CEO Jane Fraser’s comprehensive turnaround initiative includes reducing headcount and restructuring divisions to cut costs and improve profitability.
  • The bank is benefiting from regulatory relief as U.S. authorities ease prior restrictions, complementing operational changes and supporting strategic flexibility.

Citigroup is preparing to announce a new phase of employee layoffs slated for March, coming after the recent reduction of around 1,000 positions in January, according to individuals familiar with the bank's plans. These upcoming cuts are expected to predominantly involve senior-level staff such as managing directors across the firm’s multiple lines of business.

In efforts to safeguard roles amid the restructuring, some high-ranking managers have already been shifted internally to different divisions. Such strategic reassignments aim to maintain key personnel as the bank continues to trim its overall headcount.

While the magnitude and geographic distribution of the forthcoming layoffs have not been disclosed, sources indicate these reductions align with the ongoing comprehensive turnaround initiated by Citigroup’s Chief Executive Officer Jane Fraser. Since assuming her role in 2021, Fraser has focused on overhauling the bank’s cost structure, addressing regulatory issues, and advancing profit growth to bolster Citigroup’s competitive position within the banking sector.

This recent wave follows a marked decrease in Citigroup’s workforce from 240,000 employees at the beginning of 2022 to roughly 226,000 by the end of last year. Financial Chief Mark Mason highlighted in a recent earnings call that headcount is anticipated to continue diminishing through 2026, reflecting intentional expense management initiatives. Notably, Citigroup allocated approximately $800 million towards severance payments in the prior year as part of these adjustments.

Further illustrating Fraser's influence, she received a substantial $25 million equity grant in recognition of progress made on the bank’s strategic reforms and was appointed chair of Citigroup’s board in October. The restructuring efforts encompass both public announcements of large-scale layoffs and more discreet reductions, including a November reorganization, underscoring a methodical approach to workforce optimization.

These personnel changes coincide with regulatory relief from U.S. authorities. The Federal Reserve has lifted prior directives requiring improvements in the bank’s trading risk oversight, and the Office of the Comptroller of the Currency has retracted a proposed amendment related to a consent order originally imposed in 2020. Such regulatory developments may facilitate Citigroup’s operational flexibility moving forward.

Despite these internal changes, Citigroup’s stock performance in 2025 was robust, achieving a gain exceeding 65%, outperforming many of its banking peers and broader market indices. Additionally, the bank repurchased $13.25 billion in shares last year, though its stock has experienced a modest decline of 0.8% in early 2026.

Overall, Citigroup’s ongoing workforce reductions represent an integral component of a broader strategic plan aimed at streamlining the bank’s cost structure while navigating complex regulatory landscapes and enhancing shareholder value.

Risks

  • The continued reduction in workforce, particularly among senior employees, could impact operational stability and knowledge continuity across business lines in the short term.
  • Uncertainties remain around the scale and exact timing of the upcoming layoffs, potentially affecting employee morale and market perceptions.
  • The results of the restructuring efforts depend on successful integration of reassignments and expense management without disrupting client services or revenue streams.

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