Head of Wealth Advisors

Position: Head of Wealth at Work Advisors
For additional information, please review .The Head of Wealth at Work Advisors, a senior leadership role, is responsible for driving significant asset and revenue growth. This position requires a comprehensive understanding of wealth management and extensive practical experience to effectively lead Wealth Advisors, implement market strategy, and ensure robust business development and client coverage. The ideal candidate is a strategic, results-driven leader who balances growth with stringent regulatory oversight and fosters a high-performing, client-centric advisory team.
** Key Responsibilities
**** Leadership and Team Development
*** Lead and develop Wealth Advisors to exceed growth objectives.
* Provide comprehensive management oversight: staffing, strategic planning, budgeting, daily operations.
* Recruit, select, and develop skilled staff to create and maintain a professional client-facing team.
* Ensure staff training on Wealth at Work products/services and effective communication of Citi's value proposition.
* Foster a high-performance, client-centric advisory team.
** Strategic Planning and Business Growth
*** Drive net new client balance growth by deepening client relationships.
* Increase team revenues through business development and client retention.
* Strategically partner with senior colleagues to execute the Wealth at Work plan.
* Develop proactive sales/marketing strategies for Wealth at Work client segments.
* Accelerate and track sales revenue performance.
* Participate in and initiate client calls with sales teams.
* Analyze market trends, pipeline, and competitor performance to refine growth strategies.
* Align business plans with Wealth at Work objectives through collaboration with senior colleagues.
** Client Relationship Management
*** Prioritize client issues with utmost consideration.
* Assist teams in assessing client needs and developing tailored recommendations.
* Ensure clients receive a seamless integration of products and services that best meet their needs.
* Aim for high client satisfaction and minimal attrition.
* Coordinate with Wealth at Work senior leadership and firm coverage teams for seamless client coverage.
** Supervision and Compliance
*** Serve as Supervisory Principal, ensuring adherence to FINRA, SEC, and state regulations.
* Oversee client account review, investment recommendations, and advisory activity.
* Ensure timely resolution of compliance issues, trade exceptions, and supervisory alerts.
* Participate in advisor audits to maintain risk/compliance standards.
* Support compliance training, reinforce ethical conduct and client-first practices.
* Assess risk, safeguard firm assets/reputation by ensuring compliance, ethical judgment, and transparent control issue management.
* Supervise activity, ensure accountability for standards adherence.
* Ensure 100% compliance with regulatory requirements and Citi policies.
* Implement controls to meet all audit requirements.
** Influence, Negotiation, and Market Representation
*** Utilize communication to influence internal partners.
* Engage in impactful internal negotiations for team and business objectives.
* Influence and gain support across all levels of Wealth at Work.
* Effectively communicate and reduce client/business risks.
* Partner to build market awareness and communicate Wealth at Work value to new clients.
** Qualifications**
* *
* Experience:

** 15+ years in wealth management/financial advisory, 5+ in leadership/supervisory roles.
* ** Management:
** Proven leadership of client-facing financial sales teams.
* ** Knowledge:
** Expert in investment management, solutions, portfolio management, wealth planning, industry, and competitor products/services.
* ** Performance:
** Proven record exceeding asset/revenue growth targets; demonstrated sales performance for segmented client base.
* ** Licenses:
** FINRA Series 7, 66 (or 63/65), and 24 (or 9/10) required.
* *
* Education:

** Bachelor's/University degree.
* *
* Skills:

** Strong executive presence; ability to influence, coach, and lead across market segments.

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- ** Job Family Group:
** Private Client Coverage-----------------------------------------------------
- ** Job Family:
** Franchise Administration-----------------------------------------------------
- ** Time Type:
** Full time-----------------------------------------------------
- ** Primary

Location:

** Miami Florida United States-----------------------------------------------------
- ** Primary Location Full Time Salary Range:**$ - $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.

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