Wealth Group Executive - San Francisco, CA job opportunity at Citibank.

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Citibank Wealth Group Executive - San Francisco, CA
Experience: 10-years
Pattern: full-time
Country:
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Salary:
Status:

Executive

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degreeBachelor's (B.Sc.)
loacation San Francisco, California, United States Of America
loacation San Francisco,..........United States Of America

Wealth Group Executive’s primary focus is to ensure corporate strategy #Strategy execution on a regional level. __ Visible to CBNA/CPWM senior management #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 #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 #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 #Manager , 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. __ Understands and drives client segmentation as well as the future growth strategy and client metrics. __ Contributes to the organization’s goals and embodies the firm’s 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.

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