Branch to Wealth Relationship Manager Program SAFE Act - Hastings-On-Hudson

Citi • Hastings-on-Hudson, NY

4d • $88,400 - $132,600

About The Position

The Wealth Relationship Management (Branch) Senior Analyst is a seasoned professional role that applies in-depth disciplinary knowledge to improve processes and workflows and develop new techniques. The role integrates subject matter and industry expertise within a defined area, contributes to functional and business objectives, and evaluates moderately complex issues with potentially substantial impact. It requires strong analytical, communication, and diplomacy skills, and may include formal or informal team leadership, coaching, and training. The role can influence decisions through advice, counsel, and services, and its performance directly affects teams in the area.

The position builds and deepens relationships with affluent and high-net-worth clients, identifies their financial needs, and provides holistic solutions through financial planning, discovery, and profiling. It includes sourcing and acquiring clients, expanding relationships, managing referrals and follow-up, and providing consistent, value-added engagement. The employee partners with branch colleagues and product specialists, adheres to regulatory and compliance procedures, and must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry before referring interested clients for mortgage needs.

Requirements

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized, with strong attention to detail.
• Self-starter and problem solver who is goal-oriented, works well on a team, and can work without direction.
• Current US FINRA registration: SIE, Series 6, 63, and 65; or Series 7 and 66; or equivalent.
• Must meet all US FINRA registration requirements within 150 days of starting in the role.
• Insurance Group 1 required; must meet all Insurance Group 1 requirements within 150 days of starting in the role.
• Must register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier before referring interested clients to Citi for mortgage needs; must maintain and renew registration annually and update registration information on time.
• Bachelor’s/University degree or equivalent experience.

Nice To Haves

• Knowledge of Microsoft Office, including Excel, Outlook, and Word.
• Experience using Money Guide Pro, NaviPlan Select, or similar financial planning software.
• Basic understanding of investment and financial planning strategies.

Responsibilities

• Identify, build, and deepen relationships with affluent and high-net-worth clients to gain incremental wallet share through financial planning, discovery, and profiling.
• Anticipate complex client financial needs and offer solutions using relevant products, services, and tools.
• Work with product specialists to understand clients’ banking, credit, and investment needs and goals and provide holistic financial solutions.
• Provide regular value-added client engagement, including face-to-face meetings at clients’ preferred locations, consistent communication, and access to seminars.
• Use referral opportunities to grow the client portfolio.
• Proactively source, acquire, and expand high-value customer relationships by maximizing sales and service opportunities.
• Refer opportunities to appropriate segment partners, including lending consultants, financial advisors, small business partners, and relationship managers.
• Organize client events to enhance client relationships.
• Acquire new clients by converting referral leads.
• Manage client follow-up and comply with regulatory and compliance operating procedures.
• Ensure KYC/AML and other compliance requirements are strictly followed.
• Partner with branch team members to provide clients with a positive in-branch experience.
• Assess risk in business decisions, safeguard the firm's reputation and assets, comply with applicable laws, rules, regulations, and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.
• Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry, obtain and provide a unique identifier as required, and maintain, renew, and update the registration.

Benefits

• Medical, dental, and vision coverage.
• 401(k).
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off, including vacation and sick leave.
• Paid holidays.
• Discretionary and formulaic incentive and retention awards may be available to eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior