Wealth Group Executive | New York, NY
Core
Leads and directs a team of professionals to ensure corporate strategy execution on a regional level, managing sales, operations, recruiting, and risk for the CPWM Investment business.
Role type
Senior IC franchise management executive (wealth group)
Builds
Regional sales growth, client segmentation strategy, and profitable P&L for the CPWM/Citigold franchise
Domain
Financial Services / Wealth Management
Required skills
Investment and insurance sales experience, team leadership, P&L management, regulatory compliance, strategic planning, stakeholder management, talent acquisition, risk management, client segmentation
Preferred skills
Master's degree, experience in Private Client Coverage, experience with Citigold/Citipriority models
Technologies
FINRA Registration (SIE, Series 7, 63, 65, 9, 10), Group 1 Life and Variable Annuity License
Responsibilities
Ensure corporate strategy execution on a regional level, manage a team of FAs and RSMs, oversee revenue plans and business drivers, monitor referral volumes between internal teams and partners, execute Citigold Wealth Centers and Hubs strategy, represent Citi at industry conferences, drive client segmentation and growth strategy, manage risk and compliance, own collective results in sales and productivity.
Seniority
Senior, hands-on IC