Wealth Relationship Manager SAFE ACT - La Canada

Wealth Relationship Manager SAFE Act - La Canada

Job Req :

Location(s):
La Cañada Flintridge, California, United States

Job Type: On-Site/Resident

Posted:
May 11, 2026

The Wealth Relationship Management (Branch) Senior Analyst SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow within the branch. The role integrates subject matter and industry expertise within a defined area, coordinates objectives of the function and overall business, evaluates complex issues, makes decisions with multiple alternatives, and utilizes analytical skills to prioritize and validate material from multiple sources.

Strong communication, diplomacy, and informal/formal leadership experience are required, as is coaching and training of new recruits. The role has a significant impact through influencing decisions, providing holistic financial solutions, and maintaining client relationships across geography and project size.

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and discovery skills.
• Anticipate complex financial needs of clients and offer solutions through a wide range of products, services and tools based on client profiling.
• Recognize and understand clients’ banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value‑added engagement with clients – high touch, face‑to‑face meetings at client‑preferred locations, consistent communication, access to seminars, etc.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high‑value customer relationships by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate (including Lending Consultants, Financial Advisors, Small Business Partners, Relationship Managers, etc.).
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow‑up and adhere to all regulatory and compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• Partner with all branch roles to ensure all clients have a positive in‑branch experience.
• Appropriately assess risk when business decisions are made, demonstrating consideration for the firm’s reputation, safeguarding Citigroup, its clients and assets, driving compliance with applicable laws, rules and regulations, applying sound ethical judgment, and escalating, managing and reporting control issues with transparency.

• 5‑8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office (Excel, Outlook, Word) and experience using Money Guide Pro, Navi Plan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self‑starter, problem‑solver and goal‑oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, 65 OR Series 7 and 66 or equivalent.
  • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
  • Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry (Registry) and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.

• Bachelor’s/University degree or equivalent experience.

Primary Location Full Time Salary Range: $83,920.00 – $. In addition to salary, Citi…