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About the Role

The Wealth Group Executive is responsible for managing complex and critical professional disciplinary areas, leading a team of professionals, and applying in-depth knowledge of the business impact of technical contributions. This role requires strong commercial awareness and accountability for delivering a full range of services to businesses or geographic regions, with a focus on executing corporate strategy at a regional level and serving as an ambassador for the CPWM Investment business.

Responsibilities

Ensure corporate strategy execution on a regional level.
Serve as a visible ambassador to senior management for the growth and success of the CPWM Investment business.
Provide top regional supervisory responsibilities, set vision and productivity goals, manage overall market profitability, sales, operations, and recruiting/salesforce growth.
Adhere to all regulatory rules and guidelines.
Oversee all Financial Advisors (FAs) in a defined region, with direct managerial oversight of Regional Sales Managers (RSMs) and potentially FAs.
Effectively execute the implementation of the CPWM/Citigold team strategy.
Be accountable for RSMs’ territories, including revenue plans and all business drivers and initiatives.
Monitor referral volumes between internal CPWM FAs and partners like the retail bank, mortgage, Citigold RMs, Cards, and segmentation.
Partner with CBNA counterparts and Division Managers to ensure cross-business line referrals and provide a transparent customer experience.
Execute the growth of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales through interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank.
Act as a direct contact for CPWM Senior Management regarding market results and business updates.
Provide strong leadership, conviction, and messaging to market direct reports to drive the new CPWM client-centric and segment strategy.
Motivate, persuade, and lead diverse groups of Advisors, Relationship Managers, and partners to execute on delivering value to the Citi shareholder.
Attract talent in relevant markets at both the producer and leadership levels.
Communicate effectively with senior management representing CPWM and the franchise, including heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank, Commercial Bank, and Capital Markets.
Represent Citi at industry conferences and lead discussions on Citi strategy and market presence.
Utilize strategic thinking and critical decision-making to build consensus, drive results, and work with diverse stakeholders.
Drive execution with urgency, attention to detail, and manage multiple complex matters with internal and external stakeholders.
Own collective results in sales, hiring, risk management, and productivity within the sales organization and the overall bank franchise.
Own and manage a profitable P&L, focusing on client experience and driving improvements in NPS and KDS client metrics.
Understand and drive client segmentation, future growth strategy, and client metrics.
Contribute to organizational goals and embody firm leadership standards and values through collaboration.
Appropriately assess risk in business decisions, considering firm reputation, safeguarding Citigroup, clients, and assets, and ensuring compliance with laws, rules, regulations, and policies.
Exercise sound ethical judgment and escalate, manage, and report control issues with transparency.
Supervise the activity of others and create accountability for maintaining standards.

Requirements

10+ years of experience
Robust investment and insurance sales experience
Prior investment/insurance sales management required
Demonstrated ability to lead, motivate, and influence others
Excellent verbal and written communication skills
Customer service orientation
Required: US FINRA Registration: SIE; Series 7; Series 63 + Series 65 (or Series 66); Series 9 + Series 10 (or Series 24, Series 4, and Series 53)
Must meet ALL US FINRA Registration requirements within 150 days of hire date.
Required: Group 1 - Life and Variable Annuity License
Must meet ALL requirements within 150 days of hire date.

Skills

Investment sales
Insurance sales
Sales management
Leadership
Motivation
Influence
Communication
Customer service
Strategic thinking
Risk assessment
Financial planning

Location

San Francisco California United States

Work Type

Full time

Experience Level

10+ years of experience

Education Level

Bachelor's/University degree
Master's degree preferred

Salary/Compensations

$211,280.00 - $316,920.00

Benefits

Discretionary and formulaic incentive and retention awards
Medical coverage
Dental coverage
Vision coverage
401(k)
Life insurance
Accident insurance
Disability insurance
Wellness programs
Paid time off
Planned time off (vacation)
Unplanned time off (sick leave)
Paid holidays

About the Company

The Wealth Group Executive role falls under the Private Client Coverage Job Family Group and the Franchise Management Job Family.
Citi offers competitive employee benefits.
We use automated processing, including artificial intelligence, for our legitimate business interests to identify and align candidate skills with job openings.
Automated processing and AI do not involve relying on automatic or autonomous decision-making; all hiring processes and decisions are conducted, checked, and decided by individuals.

Equal Opportunity

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 opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.