Director, Family Office, Citi

Citi

Location:
United States, San Francisco

Category:
Finance

Contract Type:
Employment contract

Salary:

170000.00 - 300000.00 USD / Year

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Job Description:

The Global Family Office Group supports new client acquisitions, deepening wallet share and franchise cross-sell for the Family Office segment within Citi Wealth. The role includes responsibilities in Institutional Wealth sales, franchise partnerships, and advisory, while focusing on business development and risk management.

Job Responsibility:

Drive market share through new client acquisition, deepening wallet share and cross-sell into key franchise partnerships
Represent the segment for Citi Wealth as an external marketing ambassador
Build lasting and trusted relationships with key partners across Citi
Support the sale of core Wealth products
Coordinate sales of Direct Private Investing and Institutional Capital Markets products
Lead business development efforts with key franchise partners
Build upon market-leading footprint in the global family office segment
Coordinate with senior product partners across CPB’s global advisory services
Own content and events for the segment, including white papers, industry surveys, and global events
Assess and manage risks, ensuring compliance with laws and regulations.

Requirements:

15+ years of experience
Proven track record in driving incremental revenue and new client acquisition strategies in a private bank and/or institutional banking setting
Extensive and proven experience working with family office executives, principals and family members
Exceptional knowledge and connectivity within the family office ecosystem of advisors, service providers and centers of excellence
Experience successfully developing and leading revenue-based consulting business, including marketing, business development and operations
Exceptional consultative, analytical/business evaluation and problem-solving skills
Excellent interpersonal skills and ability to develop strong working relationships across a matrixed organization
Demonstrated coaching and people development experience
Excellent communication (written and verbal) and presentation skills
Demonstrated ability to motivate staff
US: must obtain Series 7 and Series 66 registration if they do not already possess it.

Nice to have:

Team player
Excellent communicator (staff, clients and colleagues)
Customer and quality focused
Thinks strategically – sees the big picture
Leads by example and is seen as a 'role model'
Is highly regarded and respected within the community
Ability to handle complex client situations
solution provider
Ability to influence others (staff, peers and superiors)
Thinks outside of the box
Highly motivated to succeed
results oriented
Self-starter
entrepreneurial spirit
Active listening skills
Change agent/flexible
Hardworking/conscientious.

What we offer:

Medical, dental and vision coverage
401(k)
Life, accident and disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays.

Additional Information:

Job Posted:
April 26, 2025

Expiration:
May 02, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Director, Family Office