Chief Wealth Growth & Advisory Leader

Citi; Miami (FL); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k)

Paid time off packages

Job summary

Citi is seeking a Head of Wealth at Work Advisors in Miami, Florida, to drive significant asset and revenue growth in a senior leadership role. The ideal candidate will lead a client-centric advisory team, ensuring compliance with regulatory standards while achieving business objectives.

The role demands over 15 years of experience in wealth management, with a focus on leadership and strategic planning. Competitive employee benefits are offered, including medical and 401(k).

Qualifications

• 15+ years experience in wealth management/financial advisory.
• 5+ years in leadership/supervisory roles.
• Strong executive presence; ability to influence and coach.

Responsibilities

• Lead and develop Wealth Advisors to exceed growth objectives.
• Drive client balance growth and increase team revenues.
• Ensure adherence to FINRA, SEC, and state regulations.

Skills

Leadership

Client Relationship Management

Strategic Planning

Investment Management

Negotiation

Education

Bachelor's/University degree

Job description

Citi is seeking a Head of Wealth at Work Advisors in Miami, Florida, to drive significant asset and revenue growth in a senior leadership role. The ideal candidate will lead a client-centric advisory team, ensuring compliance with regulatory standards while achieving business objectives.

The role demands over 15 years of experience in wealth management, with a focus on leadership and strategic planning. Competitive employee benefits are offered, including medical and 401(k).