Senior Practice Management Leader - Wealth Growth Coaching

Citi; New York (NY); On-site; USD 150,000 - 224,000; Full time

Job summary

Citi is seeking a senior leader for Practice Management Group in New York to drive advisor productivity, develop programs for financial advisors, and grow the business through a team-based approach. You will coordinate with Wealth Regional Directors and executives to create growth-focused, client-centric practices within Citi's ecosystem.

The role emphasizes leadership, performance coaching, and end-to-end program design for sales teams, including risk and compliance considerations and

Qualifications

• Bachelor’s degree in a related field.
• Master’s degree preferred.

Responsibilities

• Manage a team of practice management leads to achieve goals with advisors and relationship managers across regions.
• Develop performance metrics with leadership to measure success against strategy and set targets.
• Assess advisor performance, identify gaps, coach, and drive measurable outcomes.

Skills

Leadership

Wealth management

Coaching

Project management

Data analysis

Communication

Executive presence

Education

Bachelor’s degree

Master’s degree preferred

Job description

Citi is seeking a senior leader for Practice Management Group in New York to drive advisor productivity, develop programs for financial advisors, and grow the business through a team-based approach. You will coordinate with Wealth Regional Directors and executives to create growth-focused, client-centric practices within Citi's ecosystem.

The role emphasizes leadership, performance coaching, and end-to-end program design for sales teams, including risk and compliance considerations and