Wealth Group Executive - San Francisco, CA

Citi • San Francisco, CA

105d • $211,280 - $316,920

About The Position

The Wealth Group Executive is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive understanding of multiple areas within a function and how they interact to achieve the objectives of the function. Applies in-depth understanding of the business impact of technical contributions. Strong commercial awareness is a necessity. Generally accountable for delivery of a full range of services to one or more businesses/ geographic regions. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication may be necessary. Accountable for the end results of an area. Exercises control over resources, policy formulation and planning. Primarily affects a sub-function. Involved in short- to medium-term planning of actions and resources for own area. Full management responsibility of a team or multiple teams, including management of people, budget and planning, to include performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval.

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).
• Group 1 - Life and Variable Annuity License.

Responsibilities

• Ensure corporate strategy execution on a regional level.
• Visible to CBNA/CPWM senior management and act as an ambassador for the 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, and adhering to all regulatory rules/guidelines.
• Responsible for all FAs in a defined region with direct managerial oversight of the RSMs and in some instances FAs.
• Effectively execute the implementation of the CPWM/Citigold team strategy.
• Accountable for RSMs’ territories including revenue plan and all business drivers and initiatives.
• Monitor referral volumes between internal CPWM FAs and partners such as retail bank, mortgage, Citigold RMs, Cards and segmentation.
• Partner with CBNA counterparts and Division Managers to ensure cross-business line referrals.
• Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth.
• Direct contact for CPWM Senior Management for market results and regular business updates.
• Provide strong leadership, conviction, and messaging to all market direct reports.
• Motivate, persuade, and lead a diverse group of Advisors, Relationship Managers, and non-team partners.
• Demonstrate ability to attract talent in relevant markets.
• Communicate effectively with senior management representing CPWM and the franchise.
• Represent Citi at industry conferences and lead discussions regarding Citi strategy.
• Drive execution with a high sense of urgency, focused on details and managing multiple complex matters.
• Own the collective results in sales, hiring, risk management, and productivity.
• Manage a profitable P&L with a focus on driving a remarkable client experience.
• Understand and drive client segmentation and future growth strategy.
• Contribute to the organization’s goals and embody the firm’s leadership standards and values.
• Assess risk when business decisions are made, safeguarding Citigroup, its clients and assets.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees