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Citi Group LFG GMM - West 
United States, California, Palo Alto 
205053446

06.08.2024

EXPECTED CONTRIBUTIONS AND TASKS:

(Operating results, customer effectiveness, risk, business, technical proficiency, execution, professional standards, leadership, influence, shared ownership):

DEVELOP SALES STRATEGIES

  • Serve as strategic partner with Citigroup Seniors to determine the best way to execute the WaW/LFG strategic plan.
  • Develop proactive sales and marketing strategies for different client segments.
  • Accelerated sales revenue performance
  • Participate and initiate client calls with sales force
  • Develop strategy to expand within the NY Metro region, open new offices when and where appropriate.

DRIVE SALES RESULTS&PROFITABILITY

  • Continuously track sales performance.
  • Streamline sales processes to meet client needs.
  • Help bankers sell and add value to the sales process.
  • Manage expenses of sales team.

BUILD&MAINTAIN CLIENT RELATIONSHIPS

  • Give client issues the highest level of priority.
  • Actively assist bankers in assessing client needs and developing recommendations.
  • Ensure clients are presented with a seamless integration of products and services that best meet their needs.
  • Highly satisfied client base
  • Minimal customer attrition

NEGOTIATE THE CITIGROUP ORGANIZATION

  • Identify and initiate cross-referral opportunities.
  • Influence and gain support across all levels of Citi Global Wealth and Citigroup.

PROMOTE INTEGRITY&TRUST

  • Communicate risks and reduce exposure for the client and Citi Global Wealth.
  • Ensure 100% compliance on all regulatory requirements.
  • Processes (both bank and CIS) utilized are consistent with corporate compliance policies
  • Ensure controls are in place to meet all audit requirements

KEY CHALLENGES / ANTICIPATED CHANGES:

  • Build marketplace awareness of Wealth at Work/Law Firm Group and communicate the value that Citigroup can bring to the new clients and the community.
  • Position the Citigroup Private Bank as the provider of choice for top law firms in the NY Metro.
  • Recruit, select and develop staff with well-rounded skills and knowledge to ensure growth and development of "high end" client base.
  • Ensure staff is well trained on Private Banking products and services and that the Team can effectively communicate the "Citi" value.
  • Build social and community involvement by becoming an active participant in local events and becoming a well known, trusted, and respected professional within the community.
  • Achieve high levels of customer satisfaction for client base as client count increases.
  • Quickly gaining market share in regional market.
  • Effectively manage time / prioritizing multiple tasks
  • Effectively coach all Team to achieve exceptional performance.
  • Consistently recognize staff members for accomplishments and exceeding objectives.
  • Build and maintaining a cohesive team that has the skills and characteristics to evolve into a High Performance Team.

:

  • Previously managed highly skilled sales force in Financial Services
  • Series 7&63 licenses
  • Extensive knowledge of investment management & derivative products
  • Proven ability to manage against segmented (tiered) client base
  • Demonstrated sales / acquisition performance
  • Demonstrated coaching and people development experience
  • Strong organizational skills
  • Excellent communication (written and verbal) and presentation skills
  • Demonstrated ability to motivate staff
  • Marketing planning skills
  • Sales plan development skills
  • Budget management skills
  • Financial analysis skills (revenue, expenses, margin)
  • Excellent decision making skills
  • Strong business acumen
  • Knowledge of the Law Firm Industry Preferred, but not required

Skills:

  • Team player
  • Excellent people manager with proven skills and abilities to recruit, select and develop talent
  • Excellent communicator (staff, clients and colleagues).
  • Customer and quality focused
  • Thinks strategically — Sees the big picture
  • Leads by example. Is seen as a "role model"
  • Is highly regarded and respected within the community
  • Ability to handle complex clientsituations. Solutionprovider
  • Ability to influence others (staff, peers, superiors)
  • Thinks outside of the box
  • Highly motivated tosucceed. Resultsoriented
  • Self-starter - Entrepreneurial Spirit
  • Active listening skills
  • Change agent/Flexible

Private Client Coverage

Franchise Management

Full time

Palo Alto California United States

$250,000.00 - $500,000.00



Anticipated Posting Close Date:

Sep 02, 2024

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