Wealth Regional Director - NY Metro

Citi • Washington, DC

10d

About The Position

Regional Director is responsible for the business (P&L) and Sales results for US Consumer Wealth in NY Metro. The region has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. Individual will be responsible for setting and implementing the growth strategy for the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. Accelerate investment business growth in the market by identifying new and existing (deepening wallet share) opportunities and positioning the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more holistically. Collaborate with external recruitment partners and leverage industry network to attract and hire experienced financial advisors ensuring alignment with business growth strategies. Build and nurture high powered sales teams through coaching and strategic leadership including developing sales managers into effective sales leaders. Partner with asset managers to organize sales and client events. Job function includes top regional supervisory and operational responsibility and adhering to all regulatory rules/guidelines. Manages potential risks associated with sales activities, and upholds ethical sales practices.

Requirements

• 15+ years of experience
• Extensive investment sales experience; prior investment sales management required
• Extensive advisor recruiting experience
• Demonstrated ability to lead, motivate, and influence others
• Excellent verbal and written communication skills
• FINRA licenses required: S.I.E - 7, 66, 9 and 10 or equivalent
• Bachelor's/University degree

Nice To Haves

• Master's degree preferred

Responsibilities

• Setting and implementing the growth strategy for the market
• Hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity
• Accelerating investment business growth in the market by identifying new and existing opportunities
• Leveraging the Wealth Team model to serve clients more holistically
• Collaborating with external recruitment partners and leverage industry network to attract and hire experienced financial advisors
• Building and nurturing high powered sales teams through coaching and strategic leadership including developing sales managers into effective sales leaders
• Partnering with asset managers to organize sales and client events
• Top regional supervisory and operational responsibility and adhering to all regulatory rules/guidelines
• Managing potential risks associated with sales activities, and upholds ethical sales practices

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees