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Citi · 1 week ago

Wealth Group Executive - San Francisco, CA

San Francisco, CA

Full-time

Onsite

Director/Executive

$211K/yr - $317K/yr

10+ years exp

Citi is a leading global bank, and they are seeking a Wealth Group Executive to manage complex professional areas and lead a team of professionals. The role focuses on executing corporate strategy on a regional level, ensuring market profitability, and overseeing the performance of Financial Advisors in the region.

BankingFinanceFinancial Services

H1B Sponsor Likely

Responsibilities

Wealth Group Executive’s primary focus is to ensure corporate strategy execution on a regional level

Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and success of the CPWM Investment business

Job function includes top regional supervisory responsibilities, setting vision and productivity goals, overall market profitability, sales, operations, recruiting/salesforce growth, and adhering to all regulatory rules/guidelines

Responsible for all Financial Advisors in a defined region with direct managerial oversight

Effectively executes the implementation of the CPWM/Citigold team strategy

Instrumental in monitoring the referral volumes between internal CPWM FAs and partners such as retail bank, mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and Citigold

Partners with CBNA counterparts, Division Managers, to ensure cross-business line referrals and to provide the most transparent Citi customer experience

Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth through the interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank

Direct contact for CPWM Senior Management for market results and regular business updates

Provides strong leadership, conviction and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy

Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non-team partners to execute on delivering value to the Citi shareholder with existing and new clients of Citi

Demonstrates ability to attract talent in relevant markets both at the producer level and the leadership level

Communicates effectively with senior management representing CPWM and the franchise. This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank, Commercial Bank, and Capital Markets

Represents Citi at industry conferences and lead discussions regarding Citi strategy and overall market presence

Strategic thinking and critical / objective decision making to build consensus, drive incremental results, and work with a broad spectrum of stakeholders

Drives execution with a high sense of urgency, focused on details and managing multiple and complex matters, often including multiple stakeholders and leaders internal and external to Citi

Owns the collective results in sales, hiring, risk management, and productivity within the sales organization and the overall bank franchise

Owns and manages a profitable P&L with a focus on driving a remarkable client experience while helping to drive improvement in NPS and KDS client metrics throughout the organization

Understands and drives client segmentation as well as the future growth strategy and client metrics

Contributes to the organization’s goals and embodies the firm’s leadership standards and values by collaborating effectively with others and setting the standard for leadership

Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards

Qualification

Investment sales managementInsurance sales experienceUS FINRA RegistrationLeadership skillsCommunication skillsCustomer service orientationStrategic thinkingTeam management

Required

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

Bachelor's/University degree

Preferred

Master's degree

Benefits

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Company

Citi

Glassdoor3.8

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress.

Founded in 1812

San Antonio, Texas, USA

10001+ employees

https://www.citi.com

H1B Sponsorship

Citi has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2025 (1386)

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2023 (1375)

2022 (1117)

2021 (876)

2020 (901)