Citi Group Wealth Regional Director 

United States, California, San Francisco 

65951163

The Wealth Regional Director is a senior leader within the US Wealth Management Business managing multiple teams of Wealth Group Executives (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory sales. The Wealth Regional Director is directly responsible to drive growth, increase sales productivity, recruiting strategy, and the overall performance of the region they manage. They will have an in depth understanding of how their region contributes to achieving the objectives of the national business. This person will have an expert understanding of the US wealth advisory and bank-channel industry, and direct competitors' products and services.

Responsibilities:

• Regional Director is responsible for the business (P&L) and Sales results for US Consumer Wealth in California. The region is one of the largest and fastest growing within Citi Wealth with over 275 branches across California and Nevada with $500MM+ in revenue and a strong high net worth client base.
• Individual will be responsible for setting and implementing the growth strategy for the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity.
• Partner across businesses such as Retail Bank, Commercial Bank, Small Business, Wealth at Work and Private Bank to ensure that our clients receive the One Citi experience by leveraging the depth of our offering across all our businesses to address a client’s individual and business needs.
• Accelerate investment business growth in the market by identifying new and existing (deepening wallet share) opportunities and positioning the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more holistically.
• Collaborate with external recruitment partners and leverage industry network to attract and hire experienced financial advisors ensuring alignment with business growth strategies.
• Build and nurture high powered sales teams through coaching and strategic leadership including developing sales managers into effective sales leaders.
• Partner with asset managers to organize sales and client events.
• Job function includes top regional supervisory and operational responsibility and adhering to all regulatory rules/guidelines.
• Manages potential risks associated with sales activities, and upholds ethical sales practices.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

Qualifications:

• 15+ years of experience
• Extensive investment sales experience; prior investment sales management required
• Extensive advisor recruiting experience
• Demonstrated ability to lead, motivate, and influence others
• Excellent verbal and written communication skills
• FINRA licenses required: S.I.E - 7, 66, 9 and 10 or equivalent

Education:

• Bachelor's/University degree, Master's degree preferred

Anticipated Posting Close Date:

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