Citi Group Wealth Growth Program Lead - VP 

United States, New York, New York 

790543195

Responsibilities:

• Coordinates field operations, including recruiting and sales support functions for all corporate Field Strategic Initiatives involving Senior Wealth Advisors, Wealth Relationship Managers, and Centralized Wealth Solution Advisors.
• Organizes the recruiting process and tracking ownership with various stakeholders including HR, Executive Management, HR Compensation, Legal, Compliance, Registration and Staffing. As well as supporting critical Loan + Bonus Regulatory and ARCM fulfillment.
• Analyzes the recruiting funnel to identify bottlenecks and process defects, implementing timely solutions or escalating to the appropriate stakeholders.
• Monitors all stages of the post acceptance background checks while holding functional partners accountable against SLAs.
• Ensures seamless coordination between internal teams, including field sales leadership, legal and onboarding teams, to optimize the Advisor hiring experience.
• Interfaces with legal and compliance teams to oversee due diligence, ensuring all regulatory and risk management requirements are met.
• Assembles Growth Accelerator Recruiting input for both CG/CPC Management as well as broader Citi Wealth audiences.

• Supports program plans meet business needs as described in the program initiation documents.
• Ensures all stakeholders are identified and included in scope definition activities and understand the program schedule and key milestones.
• 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.

Qualifications:

• 6-10 years of experience
• Negotiate skills with external parties.
• Required: US FINRA Registration: SIE; Series 7;
  • Must meet ALL US FINRA Registration requirement within 150 days of hire date.

Education:

• Bachelor’s/University degree or equivalent experience, potentially Master’s degree

Anticipated Posting Close Date: