Senior Wealth Strategy & Client Relations Leader

Citi; Centreville (VA); On-site; USD 84,000 - 126,000; Full time

Benefits offered by this job

Medical insurance

Dental & vision coverage

401(k) plan

Life, disability and accident coverage

Wellness programs

Paid time off

Job summary

Citi in Centreville, VA is seeking a Sr. Analyst for Wealth Relationship Management to deepen relationships with affluent clients and deliver holistic financial planning solutions.

You will engage clients in high-touch, face-to-face meetings, leverage product specialists, and drive referrals to grow the portfolio. The role requires 5–8 years of experience, strong analytical and communication skills, and FINRA registrations.

Qualifications

• 5-8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to details.
• Knowledge of Money Guide Pro, NaviPlan Select, or similar financial planning software.
• Must be a self-starter, problem solver and team player.
• Must meet all US FINRA registration requirements within 150 days of starting.
• This position requires mortgage loan originator registration and ongoing maintenance.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
• Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
• With the support of product specialists, recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
• Provide regular value-added engagement with clients via high-touch, face-to-face meetings at client locations, consistent communication, and access to seminars.
• Master referral opportunities to grow portfolio.
• Proactively source, acquire and expand high value customer relationships by maximizing sale and service opportunities.
• Refer opportunities to segment partners where appropriate.
• Organize client events to enhance client bonding.
• Acquire new clients through converting referral leads.
• Manage client follow-up and adhere to regulatory and compliance operating procedures.
• Ensure KYC/AML and other compliance norms are observed.

Skills

Experience 5-8 years

Analytical skills

Communication skills

Attention to detail

Self-starter

FINRA registrations

Education

Bachelor's degree or equivalent experience

Tools

Money Guide Pro

NaviPlan Select

Microsoft Office

Job description

Citi in Centreville, VA is seeking a Sr. Analyst for Wealth Relationship Management to deepen relationships with affluent clients and deliver holistic financial planning solutions.

You will engage clients in high-touch, face-to-face meetings, leverage product specialists, and drive referrals to grow the portfolio. The role requires 5–8 years of experience, strong analytical and communication skills, and FINRA registrations.