Wealth Group Manager - SVP
Company: Hispanic Technology Executive Council
Location: Jacksonville
Posted on: April 16, 2024
Job Description:
The Wealth Mgmt Group Manager is accountable for management of
complex/critical/large professional disciplinary areas. Leads and
directs a team of professionals. Requires a comprehensive
understanding of multiple areas within a function and how they
interact in order to achieve the objectives of the function.
Applies in-depth understanding of the business impact of technical
contributions. Strong commercial awareness is a necessity.
Generally accountable for delivery of a full range of services to
one or more businesses/ geographic regions. Excellent communication
skills required in order to negotiate internally, often at a senior
level. Some external communication may be necessary. Accountable
for the end results of an area. Exercises control over resources,
policy formulation and planning. Primarily affects a sub-function.
Involved in short- to medium-term planning of actions and resources
for own area. Full management responsibility of a team or multiple
teams, including management of people, budget and planning, to
include performance evaluation, compensation, hiring, disciplinary
actions and terminations and budget approval.
Responsibilities:
- Wealth Mgmt Manager primary focus is to ensure corporate
strategy execution on a regional level.
- Visible to CBNA/CPWM senior management and is a clear
ambassador to the overall growth and success of the CPWM Investment
business.
- Job function includes top regional supervisory
responsibilities, setting vision and productivity goals, overall
market profitability, sales, operations, recruiting/salesforce
growth, and adhering to all regulatory rules/guidelines.
- Responsible for all FAs in a defined region with direct
managerial oversight of the RSMs and in some instances FAs as
well.
- Effectively executes the implementation of the CPWM/Citigold
team strategy.
- Held accountable for RSMs territories to include revenue plan
and all business drivers and initiatives.
- Instrumental in monitoring the referral volumes between
internal CPWM FAs and partners such as retail bank, mortgage,
Citigold RMs, Cards and segmentation placing between Citipriority
and Citigold.
- Partners with CBNA counterparts, Division Managers, to ensure
cross business line referrals and to provide the most transparent
Citi customer experience.
- Responsible for the execution of Citigold Wealth Centers,
Citigold Hubs, and Citipriority sales growth through the
interaction with RSMs, Citigold Market Managers, and Area Directors
within the Retail Bank.
- Direct contact for CPWM Senior Management for market results
and regular business updates.
- Provides strong leadership, conviction and messaging to all
market direct reports towards driving the new CPWM client centric
and segment strategy.
- Motivates, persuades, and leads a diverse group of Advisors,
Relationship Managers, and non-team partners to execute on
delivering value to the Citi shareholder with existing and new
clients of Citi.
- Demonstrates ability to attract talent in relevant markets both
at the producer level and the leadership level.
- Communicates effectively with senior management representing
CPWM and the franchise. This includes heads of HR, Legal, Risk,
Compliance, ICG, Mortgage, Retail Bank, Commercial Bank, and
Capital Markets.
- Represents Citi at industry conferences and lead discussions
regarding Citi strategy and overall market presence.
- Strategic thinking and critical / objective decision making to
build consensus, drive incremental results, and work with a broad
spectrum of stakeholders.
- Drives execution with a high sense of urgency, focused on
details and managing multiple and complex matters, often including
multiple stakeholders and leaders internal and external to
Citi.
- Owns the collective results in sales, hiring, risk management,
and productivity within the sales organization and the overall bank
franchise.
- Owns and manages a profitable P&L with a focus on driving a
remarkable client experience while helping to drive improvement in
NPS and KDS client metrics throughout the organization.
- Understands and drives client segmentation as well as the
future growth strategy and client metrics.
- Contributes to the organizations goals and embodies the firms
leadership standards and values by collaborating effectively with
others and setting the standard for leadership.
- 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:
- 10+ years of experience
- Robust investment and insurance sales experience; prior
investment/insurance sales management required Demonstrated ability
to lead, motivate, and influence others Excellent verbal and
written communication skills Customer service orientationEducation:
- Bachelor's/University degree, Master's degree preferred
- Licenses required: S.I.E - Life and Health, Series 7, 63/65 and
66, 24 or
9/10------------------------------------------------------Job
Family Group: Private Client
Coverage------------------------------------------------------Job
Family:Franchise
Management------------------------------------------------------Time
Type:Full
time------------------------------------------------------Primary
Location:Jacksonville Florida United
States------------------------------------------------------Primary
Location Full Time Salary Range:$169,040.00 - $253,560.00
In addition to salary, Citis offerings may also include, for
eligible employees, discretionary and formulaic incentive and
retention awards. Citi offers competitive employee benefits,
including: medical, dental & vision coverage; 401(k); life,
accident, and disability insurance; and wellness programs. Citi
also offers paid time off packages, including planned time off
(vacation), unplanned time off (sick leave), and paid holidays. For
additional information regarding Citi employee benefits, please
visit Available offerings may vary by jurisdiction, job level, and
date of
hire.------------------------------------------------------Anticipated
Posting Close Date:Apr 16,
2024------------------------------------------------------Citi is
an equal opportunity and affirmative action employer.Qualified
applicants will receive consideration without regard to their race,
color, religion, sex, sexual orientation, gender identity, national
origin, disability, or status as a protected veteran.Citigroup Inc.
and its subsidiaries ("Citi) invite all qualified interested
applicants to apply for career opportunities. If you are a person
with a disability and need a reasonable accommodation to use our
search tools and/or apply for a career opportunity review
Accessibility at Citi.View the "EEO is the Law" poster. View the
EEO is the Law Supplement.View the EEO Policy Statement.View the
Pay Transparency Posting
Keywords: Hispanic Technology Executive Council, Jacksonville , Wealth Group Manager - SVP, Executive , Jacksonville, Florida
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