Head of Wealth at Work Advisors

Citibank (Switzerland) AG; Miami (FL); On-site; Confidential; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

A leading financial institution in Miami is seeking a Head of Wealth at Work Advisors to lead a team in driving significant asset and revenue growth. This senior leadership role requires extensive experience in wealth management and strategic planning. The ideal candidate must possess strong leadership skills, a proven track record in financial sales, and a Bachelor's degree. This position offers a competitive salary range from $250,000 to $500,000 plus additional benefits.

Qualifications

• 15+ years in wealth management/financial advisory, with 5+ in leadership roles.
• Proven leadership of client-facing financial sales teams.
• Expert in investment management, solutions, and portfolio management.

Responsibilities

• Lead and develop Wealth Advisors to exceed growth objectives.
• Drive net new client balance growth by deepening client relationships.
• Ensure adherence to FINRA, SEC, and state regulations.

Skills

Leadership

Client Relationship Management

Strategic Planning

Negotiation

Education

Bachelor's/University degree

Job description

For additional information, please review .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*** **Experience:** 15+ years in wealth management/financial advisory, 5+ in leadership/supervisory roles.* **Management:** Proven leadership of client-facing financial sales teams.* **Knowledge:** Expert in investment management, solutions, portfolio management, wealth planning, industry, and competitor products/services.* **Performance:** Proven record exceeding asset/revenue growth targets; demonstrated sales performance for segmented client base.* **Licenses:** FINRA Series 7, 66 (or 63/65), and 24 (or 9/10) required.* **Education:** Bachelor's/University degree.* **Skills:** Strong executive presence; ability to influence, coach, and lead across market segments.------------------------------------------------------**Job Family Group:**Private Client Coverage------------------------------------------------------**Job Family:**Franchise Administration------------------------------------------------------**Time Type:**Full time------------------------------------------------------**Primary Location:**Miami Florida United States------------------------------------------------------**Primary Location Full Time Salary Range:**$250,000.00 - $500,000.00In 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; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.------------------------------------------------------**Most Relevant Skills**Please see the requirements listed above.------------------------------------------------------**Other Relevant Skills**For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------**Anticipated Posting Close Date:**------------------------------------------------------*Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.**If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review . View Citi’s and the poster.*