Head of Advisor Experience - Wealth, Managing Director

We are seeking a visionary and results-oriented Managing Director to serve as the Global Head of Advisor Experience, responsible for transforming how financial advisors operate in a modern, AI-enabled wealth management environment. This critical leadership role operates within a hub-and-spoke model, where specialized product teams develop domain-specific capabilities (investments, lending, banking, etc.). This leader will own the horizontal experience layer, ensuring all capabilities converge into a single, seamless, and highly productive advisor experience. 

This individual will play a pivotal role in advancing Citi’s strategy to deliver a unified advisor desktop, powered by cutting-edge data, artificial intelligence, and automation. The Head of Advisor Experience will be accountable for simplifying complex workflows, driving widespread adoption of new tools, and unlocking advisor productivity and client engagement at an unprecedented scale. 

Team 

Citi Wealth’s Intelligence team is at the core of our transformation into a data- and AI-powered wealth platform. We unify data, analytics, and digital experience to deliver personalized, proactive advice at global scale.  We connect client data, market insights, and AI to generate real-time intelligence - powering advisor decisions, client engagement, and growth. Operating across investments, lending, banking, and technology, we build the intelligence layer that drives next-best actions, automation, and a seamless end-to-end experience.  This is where data becomes action - and where the future of wealth management is being built. 

Key Responsibilities 

●                        Strategic Vision & Execution: Define, champion, and lead the global advisor experience strategy, including navigation, workflow orchestration, context management, entitlements, and cross-product journeys. Drive the multi-year roadmap for the unified advisor desktop. 

●                        Integrated Platform Leadership: Own the end-to-end advisor experience globally, ensuring consistency, usability, and deep integration across all platforms and product domains. This includes embedding capabilities such as Advisor Insights, Client 360, intelligent workflow automation, and predictive analytics directly into daily workflows. 

●                        Cross-Functional Partnership: Collaborate intensely with product teams (the “spokes”) to ensure all domain-specific capabilities are delivered in a cohesive, intuitive, and standardized manner, aligning with the overarching advisor experience vision. 

●                        Operational Excellence & Simplification: Lead efforts to eliminate fragmentation, reduce "swivel-chairing," and standardize interaction patterns, thereby profoundly simplifying the advisor journey and maximizing operational efficiency. 

●                        User-Centric Innovation: Translate qualitative and quantitative field feedback, advisor pain points, and emerging industry trends into scalable product and experience enhancements using design thinking and agile methodologies. 

●                        Performance Measurement & Impact: Establish and rigorously manage a comprehensive measurement framework tied to key performance indicators such as adoption rates, efficiency gains, time saved, revenue uplift, and overall advisor productivity and satisfaction. 

●                        Data & AI-Driven Transformation: Partner closely with data science and AI teams to embed next-best actions, proactive insights, hyper-personalization, and advanced automation directly into advisor workflows, enhancing both effectiveness and compliance.