Registered Client Service Manager, Senior Vice President - San Francisco

Citi; San Francisco (CA); Presencial; USD 164 000 - 245 000; Tempo integral

Resumo da oferta

Citi in San Francisco seeks a Senior Client Service Manager to lead a team delivering high-level client servicing for banking and investment products. You will guide process improvements, oversee onboarding and training for staff, and ensure compliance with global and regional controls while coordinating with sales teams and leadership.

The role emphasizes managing budgets, recruiting, performance management, and driving strategic initiatives within wealth management operations.

Qualificações

• 10+ years of experience in wealth management or financial services.
• Robust experience in business management and risk and control in a wealth management firm.
• Experience leading high performing teams.
• In-depth knowledge of client onboarding requirements, including KYC and AML.
• Excellent verbal and written communication skills.
• US FINRA: SIE, Series 7, Series 63 (or Series 66), and Series 24 (Series 9/10 accepted).

Responsabilidades

• Actively manage day-to-day servicing and processing activities to ensure staff deliver high-level service and comply with policies.
• Interface daily with Banking teams to address escalated issues and exceed client service requirements.
• Coach and provide ongoing feedback to staff, identify training needs, and prepare development plans.
• Regularly review processes to ensure efficiencies while delivering superior service quality.
• Drive tactical and strategic initiatives and partner with operational and tech teams to resolve issues.
• Review internal controls and regulatory requirements and ensure effective controls and reporting.
• Assess risk in business decisions with emphasis on Citi's reputation and assets; escalate issues transparently.
• Act as subject matter expert of banking and investment servicing; identify training needs for Wealth Academy.
• Coordinate SWAT resources for domestic and international Advisors onboarding clients to Citi.
• Partner with National Client Service Manager to create CSA career paths and leadership pipelines.

Conhecimentos

Communication skills

Leadership

Risk & control

KYC & AML

Client onboarding

Formação académica

Bachelor's degree

Master's degree preferred

Descrição da oferta de emprego

The Senior Client Service Manager accomplishes results through the management of professional team(s) and leveraging key relationships. Integrates subject matter and industry expertise within a defined area. Contributes to standards around which others will operate. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the entire function. Requires basic commercial awareness, particularly related to the branch office banking and investment relationships. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and external customers, when needed.

This role acts as subject matter expert for the client experience in banking and investments for peers and manager, identifies process improvements to address client friction points and associated training needs that arise as a result. Acts as sounding board and provides guidance to Wealth Academy to provide relevant process and technical knowledge as well as servicing best practices. Has responsibility for volume, quality, timeliness and delivery of end results of the wealth management team, including banking and investment products, the sales process, and operational functions. May have responsibility for planning, budgeting and influencing policy changes related to wealth management banking and investments. Involved in short-term planning of resources. Responsible for coordinating resources and support tools for new Advisor and Relationship Manager recruits to onboard clients.

Full management responsibility of a team, which includes management of people and budgets, including performance evaluations, compensation, recruiting and hiring, performance management and discipline, including terminations if necessary.

Responsibilities

• Actively manage the day-to-day servicing and processing activities to ensure that the staff is delivering a high level of service and complying with corporate and regulatory policies and procedures.
• Interface daily with Banking teams to ensure escalated issues addressed and client service requirements are being exceeded
• Coach and provide ongoing feedback to staff, identify training needs, and prepare developmental and training plans
• Regularly review processes to ensure maximum efficiencies while delivering superior service quality.
• Contribute to and drive tactical and strategic initiatives. Establish effective working relationships with operational and technology partners to jointly identify and resolve on-going issues.
• Regularly review internal control and regulatory requirements and self-test results to ensure that effective controls are in place. Work closely with the Global and Regional Market Managers to ensure that business initiatives are appropriately supported by Service.
• 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. Escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.
• Acts as subject matter expert of banking and investment servicing. Identifies training needs and assists the Wealth Academy in creating job aids for service managers and CSAs
• Coordinate “SWAT” resources for both domestic and international Advisors who are new to Citi and need support in transferring client book to Citi (resources may or may not report directly to this role, however, this role will coordinate time, effort and collaboration with sales teams and leadership).
• Partners with National Client Service Manager to create and communicate CSA career path, to include a senior RCSA role that offers a differentiated team lead experience and builds a pipeline for potential CSM path.

Qualifications

• 10+ years of experience
• Robust experience in business management and risk and control in a wealth management firm
• Experience leading high performing teams
• In-depth knowledge of client onboarding requirements, including KYC and AML
• Excellent verbal and written communication skills
• Required US FINRA: SIE, Series 7, Series 63 (or Series 66), and Series 24 (Series 9/10 accepted)

Education

• Bachelor's/University degree, Master's degree preferred

Job Family Group

Private Client Coverage

Job Family

Client Services

Time Type

Full time

Primary Location

San Francisco California United States

Primary Location Full Time Salary Range

$163,600.00 - $245,400.00

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; 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

Oct 14, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate’s skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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