Wealth Group Executive - San Francisco, CA

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/ geographical 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.

• 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 Financial Advisors in a defined region with direct managerial oversight.
• Effectively executes the implementation of the CPWM/Citigold team strategy.
• 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.
• Direct contact for CPWM Senior Management for market results and regular business updates.
• Provides strong leadership, conviction and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy.
• Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non‑team partners to execute on delivering value to the Citi shareholder with existing and new clients of Citi.
• Demonstrates ability to attract talent in relevant markets both at the producer level and the leadership level.
• Communicates effectively with senior management representing CPWM and the franchise. This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank, Commercial Bank, and Capital Markets.
• Represents Citi at industry conferences and lead discussions regarding Citi strategy and overall market presence.
• Strategic thinking and critical / objective decision making to build consensus, drive incremental results, and work with a broad spectrum of stakeholders.
• Drives execution with a high sense of urgency, focused on details and managing multiple and complex matters, often including multiple stakeholders and leaders internal and external to Citi.
• Owns the collective results in sales, hiring, risk management, and productivity within the sales organization and the overall bank franchise.
• Owns and manages a profitable P&L with a focus on driving a remarkable client experience while helping to drive improvement in NPS and KDS client metrics throughout the organization.
• Understands and drives client segmentation as well as the future growth strategy and client metrics.
• Contributes to the organization’s goals and embodies the firm’s leadership standards and values by collaborating effectively with others and setting the standard for leadership.
• Appropriately assess risk when…