Wealth Growth Program Manager | New York

Citi•New York, NY
•$170,000 - $300,000

About The Position

The Wealth Growth Program Manager manages multiple teams and executes recruiting tactics aligned with organizational objectives. The role facilitates Senior Wealth Advisor candidates through all phases of the Wealth Group Executive recruiting pipeline and provides dedicated coverage to Regional Directors and Wealth Group Executives across the Citigold/Citigold Private Client national footprint. It develops and coordinates tailored recruiting strategies for potential candidates, identifies defects in the recruiting process, escalates issues to appropriate stakeholders, and supports their resolution. Following candidate conversion, the role promotes new hires throughout the existing pipeline and the broader Citi organization through various communication channels. The position is a recognized subject matter expert in recruiting, requiring strong commercial awareness, advanced judgment, and in-depth quantitative or qualitative analysis to solve problems and develop innovative solutions. It requires communication and negotiation with senior internal stakeholders and some external parties. Decisions made in the role can significantly affect a function or the business, including determining technical approaches and strategies. Reporting to the Head of National Sales Administration and Advisor Recruiting, the role leads and coordinates the Advisor Recruiting Program and related programs. It manages stakeholder relationships, recruiting metrics, risks, compliance, candidate quality, and process improvements; supports and coaches Regional Directors and Wealth Group Executives; and coordinates program communications, training, and recruiting forums.

Requirements

  • 15+ years of experience.
  • Commitment to quality and attention to detail.
  • Excellent communication and interpersonal skills, including the ability to influence and negotiate with stakeholders.
  • Advanced judgment and analytical skills to solve problems and develop innovative solutions.
  • Ability to think beyond existing solutions and assumptions.
  • Required US FINRA registrations: SIE, Series 7, Series 63 plus Series 65 (or Series 66), and Series 24 (or Series 9 plus Series 10).
  • Must meet all US FINRA registration requirements within 150 days of starting in the role.

Responsibilities

  • Plan, direct, and coordinate day-to-day activities of the Advisor Recruiting Program and related programs; serve as the primary point of contact for Regional Directors and Wealth Group Executives on advisor hiring.
  • Provide strategic direction, dedicated coverage, and feedback on initiatives and alignment with business goals; monitor and report recruiting metrics in executive communications.
  • Build and manage relationships with key stakeholders, organizations, and business heads.
  • Collaborate with the External Recruit Agency Relationship Manager to achieve recruiting goals and maintain candidate quality.
  • Identify and resolve defects in the recruiting process.
  • Work with the Real Estate Liaison Manager and other cross-functional partners to identify high-priority hiring locations.
  • Collaborate with stakeholders to define program scope in line with business objectives and refine recruiting processes to improve efficiency, conversion rates, and hiring outcomes.
  • Collaborate with Program Sponsors to ensure business cases and cost-benefit analyses align with business goals.
  • Analyze the recruiting funnel to identify constraints and implement solutions.
  • Communicate program status, issues, and risks to stakeholders, including senior management, in a timely manner.
  • Identify risks that could affect program delivery and develop and execute mitigation strategies as needed.
  • Interface with legal and compliance stakeholders to oversee due diligence and ensure regulatory and risk-management compliance.
  • Provide matrix management for director-level, senior program manager-level, and other staff, as appropriate.
  • Chair the monthly recruiting forum with legal, compliance, and risk/control stakeholders to share pipeline updates, market trends, and best practices.
  • Enhance the Advisor Recruiting Playbook to support a structured and effective hiring process.
  • Coach and develop Regional Directors and Wealth Group Executives on best practices for attracting and converting advisor talent.
  • Conduct recurring training sessions on market trends, competitor intelligence, and recruiting strategies.
  • Assess risks in business decisions, consider the firm's reputation and the safeguarding of Citi, client, and firm assets, drive compliance with applicable laws and policies, apply sound ethical judgment, and transparently escalate, manage, and report control issues.
  • Promote new hires throughout the existing pipeline and the broader Citi organization after candidate conversion.

Benefits

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