Private Banker - Strategic Wealth & Liquidity Solutions; Tech & Healthcare - Director

About Wealth At Work:
Enterprise

Citi Wealth at Work division is dedicated to empowering individuals and families associated with leading corporations and to achieve their financial aspirations. We work with venture-backed companies and individuals to prepare them for monetization and wealth creation events. We offer comprehensive wealth management solutions, personalized advice, and access to a broad range of financial products and services tailored to the unique needs of successful professionals and executives.

We are seeking an experienced and highly motivated Private Banker to join our dynamic Wealth at Work team, specializing in the Technology and Healthcare sectors. The successful candidate will be responsible for driving significant revenue growth, expanding Assets Under Management (AUM), and aggressively acquiring new high-net-worth (HNW) clients. This role requires a proactive approach to business development, exceptional client relationship management skills, and a sophisticated understanding of complex financial strategies tailored for clients experiencing significant, often rapid, wealth accumulation.

The ideal candidate will have deep subject matter expertise in managing concentrated stock positions, private stock, and other sophisticated banking and lending products for clients in Tech and Healthcare.

• Business Development:
  Proactively identify and pursue opportunities to generate revenue and materially increase Assets Under Management (AUM) through new client acquisition and deepening existing client relationships.
• Specialized Client Acquisition (Tech & Healthcare Liquidity Events):
  Develop and execute strategies to attract and onboard new high-net-worth and ultra-high-net-worth clients, focusing on founders, executives, and key employees in the Technology and Healthcare sectors, including wealth creation and liquidity events such as IPOs, M&A, significant funding rounds, and other milestones.
• Strategic Advisory & Thought Leadership:
  Serve as a thought leader for clients with complex financial needs, especially those involving concentrated stock positions, private stock holdings, and sophisticated banking and lending solutions related to Tech and Healthcare. Provide strategic guidance to navigate liquidity events and capital table considerations.
• Established Network & Ecosystem Engagement:
  Leverage an existing network within Technology and Healthcare venture capital, private equity, startup, and corporate executive communities to generate qualified referrals and business opportunities. Engage with influencers and participate in industry events.
• Client Relationship Management:
  Act as a trusted advisor, understanding client needs, goals, and risk tolerance to provide tailored wealth management solutions beyond traditional retirement planning.
• Collaborate with Integrated Client Engagement team to create and manage pipeline between Wealth at Work and Banking.
• Educate Bankers in CCB and Corporate Banking to increase awareness of offerings and capabilities.
• Evaluate client profiles in terms of return expectations, risk appetite, time horizon, and liquidity needs.
• Work with extended banking teams to complete KYC and other due diligence needed when onboarding complex relationships.
• Attend client meetings with CCB and Corporate Bankers and participate in presentations and sales pitches as needed.
• Assess risk in business decisions, safeguard Citigroup, its clients and assets, and ensure compliance with applicable laws and regulations; escalate and report control issues with transparency.

• 10+ years of experience in private banking, wealth management, or a related client-facing financial role with a proven track record in new business development in the HNW segment.
• FINRA Licensed Series 7, 63/66.
• Proven expertise as a thought leader in managing liquidity events, including concentrated stock positions and private stock, with a strong understanding of capital tables and related diversification, monetization, risk management, and lending solutions.
• Sales and relationship management skills with a track record of building relationships with external clients and internal partners.
• Self-starter with creative problem-solving skills; highly proactive with an entrepreneurial mindset and results-oriented focus on maximizing client outcomes.

• Bachelor's/University degree;
  Master's degree preferred

Job details:
Time Type - Full time;
Primary Location - San Francisco, California, United States;
Salary Range - $ - $.

In addition to salary, Citi’s offerings may include discretionary and formulaic incentive and retention awards. Citi offers benefits including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; paid time off and holidays. For details, visit  Available offerings may vary by jurisdiction, job level, and date of hire.

Equal opportunity statement:
Citi is an equal opportunity employer. Qualified candidates will receive…