Wealth Regional Director jobs at Citi Group in United States, San Francisco
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Company (1)
Job type
Job categories
Job title (1)
United States
State
San Francisco
20 jobs found
06.05.2025
CG
Citi Group Citi Wealth Work – Law Firm Group Associate Banker AVP/VP - ... United States, California, San Francisco
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting -...
This position is a producing-manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment counselors, associates and analysts. The...
Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region to deliver creative solutions to clients. Curate a high performing team culture through...
Supporting existing coverage teams in the sale of core Wealth products where suitable and appropriate. Coordinate the sales of Direct Private Investing (“DPI”) to the segment. Deal origination is delivered...
Perform and deliver advanced analysis of the different HRP&D processes' impact and outcomes, and provide insights into efficiency and productivity. Support the development and implementation of consistent methods and metrics...
Create financial reports and meet with finance team to clearly summarize financial trends and provide insight to senior management. Advise on directional strategy and provide guidance on significant business/product decisions....
Supervise, manage, monitor, coach, develop, and evaluate performance of direct reports on an ongoing basis and in accordance with applicable performance standards. Mentor, coach, and evaluate individual and team progress...
Partner with Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients. Partner with Banker on prospecting efforts prospecting -...
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