Citi Wealth – Head of Wealth Planning Specialists - C16

Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. 

The Head of Wealth Planning Specialists is responsible for leading a group of ~ 30  Wealth Planning professionals around the world.  These professionals partner closely with Citi Private Bankers to assist in evaluating the client’s holistic financial situation and opportunities to improve outcomes through a range of potential solutions including wealth structuring, insurance, trust management, and various investment and lending opportunities.

This individual will also work closely with Sales leadership to help identify client engagement opportunities to progress strategy and focus on increasing market share. This role will require an individual with extensive Wealth Planning knowledge, exceptional relationship management, communication and influencing skills, and strong sales experience.
 

Key Responsibilities:

• Client Engagement – Partner closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics. 
• Strategy Definition and Implementation – Define the operating and engagement model on how best to maximize the resources of the Firm to help assist clients.  This will also require partnering closely with Financial Planning and Insurance Product Heads to support the continuous enhancement of our capabilities, tools and ensure client needs are being met with optimal client experience.
• Distribution Team Leadership – Effectively hire, mentor, retain talent and ensure a high-performance culture.  Hold the distribution team accountable to client/ segment activity levels, performance metrics, results and adherence to our risk management process.
• Sales Material – Work with Financial Planning and Insurance Product to develop and enhance internal and external presentations & marketing materials for offerings; ensure regional needs are met with global consistency and sharing of best practices
• Education & Training – Intimately understand the current Planning offerings; partner with Product and Segment teams to schedule and lead internal training sessions (regional and global)
• 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.

Qualifications:

• Location: New York
• BS/BA in finance, accounting, mathematics, statistics, or related field required; Master’s Degree preferred
• FINRA, SIE, 7, 66, 24 - Additional professional accreditation such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) a plus

• 15+ years of relevant work experience, with demonstrable Wealth Planning leadership, experience in insurance and/or annuity sales management.
• Strong knowledge of trust principles, financial planning concepts and insurance product positioning
• Ability to think strategically and navigate through a complex business environment to deliver results.

• Strong work ethic, organizational skills and the demonstrated ability to work productively and efficiently in a fast-paced environment with multiple priorities and deadlines
• Collaborative team player and transparent leader with positive approach
• Superior written and verbal communication skills and effective presentation skills across various mediums and audiences
• Ability to travel

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Job Family Group:

Private Client Product Services

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Job Family:

Investment Leadership

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$250,000.00 - $500,000.00

In addition to salary, Citi’s 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