Citi Group Wealth Solutions Advisory Manager - SAN ANTONIO TX 

United States, Texas, San Antonio 

99102905

• Responsible for all Wealth Solutions Advisors in National Investment Center with direct managerial oversight of the Advisors, Wealth Relationship Managers, and other functions.
• Build, lead, manage and motivate a cohesive team of high performingcentralized wealthsales professionals to meet the businessgoals.
• Responsible for sales performance and efficiency metrics of Retention, Acquisition, Portfolio and Outbound Telemarketingactivities.
• Lead and direct the development, management and execution of the Wealth Solution Advisor roadmap, and major strategic sales channel initiatives, through the development of collaborative working relationships, across all stakeholder groups.
• Foster working relationships with regional and/or global sales teams to facilitate regular reporting requirements, cross country sales initiatives, reward and recognition programs, channel forums and to benchmark sales performance, share and leverage best practice.
• Benchmark sales performance and practices with Global best practice and establish links with appropriate Citi Global/Regional stakeholders to share and leverage best practice.
• Drive accountability, delivery, and execution of sales performance through internal and/or external call centersensuringappropriate engagement and commitment to the sales vision and salestargets.
• Identify opportunities to leverage and build on existing technology infrastructure, enabling added functionality and capabilities to drive improved sales performance.
• Management of Capacity Planning process for Wealth Solution Advisors and retention to ensure the right amount of people are available at the right time to maximize return on campaign investment.
• Ensure compliance with internal policies and local regulatory guidelines, and in all internal and external dealings with customers, partners and regulators.
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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.

• 6 – 10 years relevantexperience.
• Robust investment and insurance sales & Management experience.
• Recruiting Success demonstrated in Financial Sales teams with prior investment/insurance sales management required.
• Required FINRA Licenses: SIE, Series 7, Series 9 & 10, Series 66 (63 + 65).
• Life, annuity, and health insurance license.
• Demonstrated knowledge of consumer bankingand investmentproducts.
• Proficient in Microsoft Office with an emphasis on MSExcel.
• Self-motivated and detailoriented.
• Proactive leadership and motivationalskills.
• Consistently demonstrates clear and concise written and verbal communicationskills.
• Proven influencing and relationship managementskills.

• Bachelor’s/Universitydegree, Master’s degreepreferred.

Wage Range:$93,440 to $140,160

Anticipated Posting Close Date:

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