Wealth Group Executive

• Accountable for management of complex/critical/large professional disciplinary areas
• Leads and directs a team of professionals
• Ensure corporate strategy execution on a regional level
• Setting vision and productivity goals
• Overall market profitability, sales, operations, recruiting/salesforce growth
• Adhering to all regulatory rules/guidelines
• Responsible for all FAs in a defined region with direct managerial oversight
• Effectively executes the implementation of the CPWM/Citigold team strategy
• Accountable for RSMs' territories to include revenue plan and all business drivers and initiatives
• Monitoring referral volumes between internal CPWM FAs and partners
• Partners with CBNA counterparts to ensure cross-business line referrals
• Responsible for execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth
• Provides strong leadership, conviction and messaging to all market direct reports
• Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non-team partners
• Demonstrates ability to attract talent in relevant markets
• Communicates effectively with senior management
• Represents Citi at industry conferences
• Strategic thinking and critical / objective decision making
• Drives execution with a high sense of urgency
• Owns the collective results in sales, hiring, risk management, and productivity
• Owns and manages a profitable P&L
• Understands and drives client segmentation
• Contributes to the organization's goals and embodies the firm's leadership standards and values
• Appropriately assess risk when business decisions are made

• 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
• 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
• Group 1 - Life and Variable Annuity License
• Must meet ALL requirements within 150 days of hire date
• Bachelor's/University degree
• Master's degree preferred

Master's degree

• Medical, dental & vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages including vacation, sick leave, and paid holidays
• Discretionary and formulaic incentive and retention awards