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Citi Group Wealth Work - SVP Sales Growth Productivity 
United States, New York, New York 
51432312

19.11.2024

The role of ‘

Key Responsibilities:

  • Serve as a trusted advisor to Senior Leaders and Wealth Advisors across the Citi Wealth at Work business
  • Partner with Business and Group Heads to shape the strategic direction for our Sales organization
  • Identify and build the business case for growth opportunities supported by quantitative and qualitative analysis
  • Own end-to-end execution of strategic initiatives from problem identification through requirements definition and solution implementation
  • Drive efforts around Advisor productivity in partnership with Sales Heads, Marketing, Analytics, and other key stakeholders
  • Enable growth, scale, and capacity across our Sales teams through innovation including the introduction of tools, partnerships, and process enhancements
  • Create and execute training and educational modules to drive consistency and excellence across all relationship management and support activities
  • Construct financial models and proposals used for making key business decisions
  • Partner with Sales Management to define and track a robust set of key performance indicators
  • Collaborate with senior business leaders to create key management presentations for various audiences
  • Support and influence internal strategic planning and business development activities
  • Keep abreast of industry news and trends. Apply industry knowledge to interpret data and improve performance

Experience/Education:

  • Bachelor’s Degree Required
  • MBA or Advanced Degree Preferred
  • 10+ years of work experience. Wealth Management, Investment Banking, Strategy/Management Consulting, or FP&A experience preferred
  • Advanced competency in MS Excel and PowerPoint is required
  • Candidate must be a self-starter with the ability to operate independently and make decisions
  • Ability to build relationships and partner across a complex organization
  • Ability to multi-task and manage multiple simultaneous projects
  • Ability to influence seniors and stakeholders outside of your span of control
  • Excellent time management, follow-through, and project delivery skills
  • Exceptional written and verbal communication skills, able to simplify complexity
  • Exceptional analytical skills
  • Strategic thinker
  • Strong attention to detail
  • Highly organized
  • Owner of outcomes
  • Team player

Full timeNew York New York United States$176,720.00 - $265,080.00



Anticipated Posting Close Date:

Oct 07, 2024

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