Head of Wealth Advisors

Market Executive (ME) Function Group Manager

Senior leadership role responsible for driving sustained growth in assets and revenues by leading and developing multiple junior investment advisors. This Managing Director level position is part of the Wealth at Work leadership team and requires a broad understanding of financial systems, extensive practical experience, and strong regulatory supervision skills. Success will be measured by growth of new assets, revenue growth, compliance integrity, and the ability to foster a high‑performing, client‑centric advisory team.

• Leadership and Team Development – Lead and develop junior investment advisors to consistently meet and exceed growth objectives; provide full management oversight, including staffing, strategic planning, budgeting, and day‑to‑day management; recruit, select, and develop staff with well‑rounded skills and knowledge; ensure staff is well‑trained on Wealth at Work products and services, effectively communicating the Citi value proposition; foster a high‑performance, client‑centric advisory team.
• Strategic Planning and Business Growth – Drive new client acquisition and deliver annual net new asset growth targets; increase team‑generated revenues through effective business development and client retention strategies; serve as a strategic partner with senior colleagues to execute the Wealth at Work strategic plan; develop proactive sales and marketing strategies tailored for Wealth at Work client segments; accelerate sales revenue performance and continuously track sales performance;
  
  participate in and initiate client calls with the sales teams; develop strategies to expand access to existing client base and prospects; understand market trends, pipeline, activity, and competitor performance to refine growth strategies; calibrate with senior colleagues and leaders to align business plans with Wealth at Work objectives.
• Client Relationship Management – Prioritize client issues with the highest level of consideration; actively assist team and wealth team colleagues in assessing client needs and developing tailored recommendations; ensure clients receive a seamless integration of products and services that best meet their needs; aim for a highly satisfied client base and minimal customer attrition; identify and initiate cross‑referral opportunities, establishing protocols that direct higher‑value opportunities to appropriate partners.
• Supervision and Compliance – Serve as the Supervisory Principal for the advisor team, accountable for adherence to FINRA, SEC, and state regulations; oversee the review and approval of client accounts, investment recommendations, and advisory activity; ensure timely resolution of compliance issues, trade exceptions, and supervisory alerts; participate in advisor audits to maintain risk and compliance standards; support required ongoing compliance training and reinforce a culture of ethical conduct and client‑first practices;
  
  appropriately assess risk in business decisions, safeguarding the firm's reputation, clients, and assets; ensure 100% compliance on all regulatory requirements and that processes are consistent with Citi's compliance policies; ensure controls are in place to meet all audit requirements.
• Influence, Negotiation, and Market Representation – Utilize excellent communication skills to influence internal partners; engage in internal negotiations that significantly impact the team, function, and Wealth at Work business objectives; influence and gain support across all levels of Wealth at Work and Wealth colleagues; communicate risks effectively and reduce exposure for both the client and the business; partner with colleagues and build marketplace awareness to communicate the value Wealth at Work offers to new professional clients.

• Experience – 15+ years in wealth management, private banking, or financial advisory, with at least 5 years in leadership and supervisory roles.
• Management – Proven experience managing client‑facing sales teams in financial services.
• Knowledge – Extensive knowledge of investment management, portfolio management, and wealth planning…