Head of Wealth Planning Specialists, Citi

Citi

Location:
United States, New York

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Citi Wealth services a large number of UHNW relationships across the globe providing solutions to help clients achieve financial goals. The Head of Wealth Planning Specialists leads a global team of professionals who partner with Citi Private Bankers to evaluate clients' holistic financial situations and provide solutions such as wealth structuring, insurance, trust management, and investment/lending opportunities.

Job Responsibility:

Partner closely with Private Bankers and client-facing teams to provide expertise on UHNW Wealth topics
Define the operating and engagement model on how best to maximize the resources of the Firm to assist clients
Partner closely with Financial Planning and Insurance Product Heads to support the continuous enhancement of capabilities and tools
Collaborate with the Distribution team to hire, mentor, retain talent and ensure high-performance culture
Develop and enhance internal and external presentations, marketing materials for offerings
Partner with Product and Segment teams to schedule and lead internal training sessions
Assess risk when business decisions are made, driving compliance and managing control issues

Requirements:

BS/BA in finance, accounting, mathematics, statistics, or related field required
Master’s Degree preferred
FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus
15+ years of relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management
Strong knowledge of trust principles, financial planning concepts and insurance product positioning
Ability to think strategically and navigate through a complex business environment to deliver results
Strong work ethic, organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple priorities and deadlines
Collaborative team player and transparent leader with positive approach
Superior written and verbal communication skills and effective presentation skills across various mediums and audiences
Ability to travel

Nice to have:

Certified Financial Planner (CFP)
Chartered Financial Analyst (CFA)

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
planned time off (vacation)
unplanned time off (sick leave)
paid holidays

Additional Information:

Job Posted:
November 11, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Head of Wealth Planning Specialists