Senior Wealth Growth & Advisory Leader

Citigroup Inc.; Miami (FL); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

A leading financial services company is seeking a Market Executive Function Group Manager in Miami, Florida. This senior leadership role is responsible for driving asset and revenue growth by leading junior investment advisors. The ideal candidate should possess extensive experience in wealth management and proven leadership skills. Responsibilities include strategic planning, compliance supervision, and managing client relationships. Offering a competitive salary ranging from $250,000 to $500,000, along with benefits such as medical coverage, retirement plans, and wellness programs.

Qualifications

• 15+ years of experience in wealth management, with at least 5 years in leadership roles.
• Proven experience managing client facing sales teams in financial services.
• Extensive knowledge of investment management and wealth planning strategies.

Responsibilities

• Lead and develop junior investment advisors to meet growth objectives.
• Drive new client acquisition and deliver asset growth targets.
• Serve as the Supervisory Principal ensuring adherence to regulations.

Skills

Leadership

Client Relationship Management

Strategic Planning

Compliance Awareness

Sales Performance

Education

Bachelor's/University degree

Tools

FINRA Licenses (Series 7, 66, 24)

Job description

A leading financial services company is seeking a Market Executive Function Group Manager in Miami, Florida. This senior leadership role is responsible for driving asset and revenue growth by leading junior investment advisors. The ideal candidate should possess extensive experience in wealth management and proven leadership skills. Responsibilities include strategic planning, compliance supervision, and managing client relationships. Offering a competitive salary ranging from $250,000 to $500,000, along with benefits such as medical coverage, retirement plans, and wellness programs.