Wealth Group Executive - San Francisco, CA
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Job Overview
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.
Responsibilities
The Wealth Group Executive's primary focus is to ensure corporate strategy execution on a regional level. Visible to CBNA / CPWM senior management and is a clear ambassador to the overall growth and success of the CPWM Investment business. Job function includes 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 as well. Effectively executes the implementation of the CPWM / Citigold team strategy. Held accountable for RSMs' territories to include revenue plan and all business drivers and initiatives. Instrumental in monitoring the referral volumes between internal CPWM FAs and partners such as retail bank, mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and Citigold. Partners with CBNA counterparts, Division Managers, to ensure cross-business line referrals and to provide the most transparent Citi customer experience. Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth through the interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank.
Qualifications
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. Required : 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). Required : Group 1 - Life and Variable Annuity License. Must meet ALL US FINRA Registration requirements within 150 days of hire date. Required : Group 1 - Life and Variable Annuity License. Must meet ALL requirements within 150 days of hire date. Bachelor's / University degree, Master's degree preferred.
Job Family Group
Private Client Coverage
Job Family
Franchise Management
Time Type
Full time
Primary Location
San Francisco California United States
Primary Location Full Time Salary Range
$211,280.00 - $316,920.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including : medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Wealth San Francisco • San Francisco, CA, US