Wealth Group Executive, Citi

Citi

Location:
United States, New York

Category:
Finance

Contract Type:
Not provided

Salary:

Not provided

Save Job

Apply Position

Job Description:

The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Applies strong commercial awareness and communication skills to manage outcomes and resources effectively. Drives organization goals through leadership, strategy, and compliance.

Job Responsibility:

Ensure corporate strategy execution on a regional level
visible to CBNA/CPWM senior management and ambassador to overall growth and success of the CPWM Investment business
top regional supervisory responsibilities
setting vision and productivity goals
overall market profitability
sales
operations
recruiting/salesforce growth
adhering to all regulatory rules/guidelines
direct managerial oversight of RSMs and some FAs
execute CPWM/Citigold team strategy
monitor referral volumes between internal CPWM FAs and partners
partner with CBNA counterparts
ensure cross-business line referrals
execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth
direct contact for CPWM Senior Management for market results
provide leadership and messaging to direct reports
attract talent in relevant markets both producer and leadership level
represent Citi at industry conferences
lead discussions regarding Citi strategy and market presence
strategic thinking
decision making
drive results and improvements in client metrics
risk assessment and compliance adherence
supervise and manage accountability

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
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)
meet ALL US FINRA Registration requirements within 150 days of hire date
Group 1 - Life and Variable Annuity License
meet ALL requirements within 150 days of hire date
Bachelor's/University degree, Master's degree preferred

What we offer:

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off (vacation, sick leave, paid holidays)
discretionary and formulaic incentive and retention awards

Additional Information:

Job Posted:
October 10, 2025

Expiration:
October 16, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Wealth Group Executive

Citi

Location:United States, New York

Category:Finance

Contract Type:Not provided