Head of Wealth Advisors

Position: Head of Wealth at Work Advisors
The Head of Wealth at Work Advisors, a senior leadership role, is responsible for driving significant asset and revenue growth. This position requires a comprehensive understanding of wealth management and extensive practical experience to effectively lead Wealth Advisors, implement market strategy, and ensure robust business development and client coverage. The ideal candidate is a strategic, results-driven leader who balances growth with stringent regulatory oversight and fosters a high-performing, client-centric advisory team.

** Key Responsibilities*
* ** Leadership and Team Development*
* + Lead and develop Wealth Advisors to exceed growth objectives.

+ Provide comprehensive management oversight: staffing, strategic planning, budgeting, daily operations.

+ Recruit, select, and develop skilled staff to create and maintain a professional client-facing team.

+ Ensure staff training on Wealth at Work products/services and effective communication of Citi's value proposition.

+ Foster a high-performance, client-centric advisory team.

** Strategic Planning and Business Growth*
* + Drive net new client balance growth by deepening client relationships.

+ Increase team revenues through business development and client retention.

+ Strategically partner with senior colleagues to execute the Wealth at Work plan.

+ Develop proactive sales/marketing strategies for Wealth at Work client segments.

+ Accelerate and track sales revenue performance.

+ Participate in and initiate client calls with sales teams.

+ Analyze market trends, pipeline, and competitor performance to refine growth strategies.

+ Align business plans with Wealth at Work objectives through collaboration with senior colleagues.

** Client Relationship Management*
* + Prioritize client issues with utmost consideration.

+ Assist teams 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 high client satisfaction and minimal attrition.

+ Coordinate with Wealth at Work senior leadership and firm coverage teams for seamless client coverage.

** Supervision and Compliance*
* + Serve as Supervisory Principal, ensuring adherence to FINRA, SEC, and state regulations.

+ Oversee client account review, investment recommendations, and advisory activity.

+ Ensure timely resolution of compliance issues, trade exceptions, and supervisory alerts.

+ Participate in advisor audits to maintain risk/compliance standards.

+ Support compliance training, reinforce ethical conduct and client-first practices.

+ Assess risk, safeguard firm assets/reputation by ensuring compliance, ethical judgment, and transparent control issue management.

+ Supervise activity, ensure accountability for standards adherence.

+ Ensure 100% compliance with regulatory requirements and Citi policies.

+ Implement controls to meet all audit requirements.

** Influence, Negotiation, and Market Representation*
* + Utilize communication to influence internal partners.

+ Engage in impactful internal negotiations for team and business objectives.

+ Influence and gain support across all levels of Wealth at Work.

+ Effectively communicate and reduce client/business risks.

+ Partner to build market awareness and communicate Wealth at Work value to new clients.

** Qualifications*
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* Experience:

** 15+ years in wealth management/financial advisory, 5+ in leadership/supervisory roles.

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** Management:
** Proven leadership of client-facing financial sales teams.

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** Knowledge:
** Expert in investment management, solutions, portfolio management, wealth planning, industry, and competitor products/services.

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** Performance:
** Proven record exceeding asset/revenue growth targets; demonstrated sales performance for segmented client base.

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** Licenses:
** FINRA Series 7, 66 (or 63/65), and 24 (or 9/10) required.

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* Education:

** Bachelor's/University degree.

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* Skills:

** Strong executive presence; ability to influence, coach, and lead across market segments.

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- ** Job Family Group:*
* Private Client Coverage

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- ** Job…