Strategic Wealth Growth Recruiting Lead

Citi; San Francisco (CA); On-site; USD 170,000 - 300,000; Full time

Job summary

Citi in San Francisco is seeking a Wealth Growth Program Manager to lead advisor recruitment across the nationwide Citi footprint. You will coordinate strategies, manage multiple teams, and escalate issues to senior stakeholders, aligning with organizational goals.

The role reports to the Head of National Sales Administration and Advisor Recruiting and requires extensive experience, FINRA credentials, and sophisticated stakeholder management.

Qualifications

• 15+ years of experience in program management or recruiting leadership.
• US FINRA registrations must be completed within 150 days of starting.
• Bachelor’s degree or higher; Master’s preferred.
• Ability to negotiate and influence at senior levels.

Responsibilities

• Supports planning, directing and coordination of day-to-day Advisor Recruiting Program activities and acts as primary point of contact for RDs and WGEs.
• Provides strategic direction and monitors recruiting metrics for executive communications.
• Builds and manages relationships with key stakeholders and business heads.
• Collaborates with External Recruit Agency Relationship Manager to achieve goals and maintain candidate quality.
• Identifies and resolves defects in the recruiting process.
• Coordinates cross-functional work with Real Estate Liaison Manager to identify priority hiring locations.
• Ensures program scope aligns with business objectives to improve efficiency and conversion rates.
• Analyzes recruiting funnel to identify constraints and implement solutions.
• Communicates status, issues and risks to senior management to optimize advisor hiring programs.
• Manages risk, escalation, and mitigation strategies for program delivery.
• Interface with legal and compliance to oversee due diligence and regulatory risk.
• Chair monthly recruiting forum with legal, compliance and risk stakeholders.
• Enhance the Advisor Recruiting Playbook and provide coaching on best practices.

Skills

Excellent communication

Stakeholder management

Analytical skills

Negotiation with senior stakeholders

Strategic recruiting

Education

Bachelor’s degree or higher

US FINRA registrations: SIE; Series 7; Series 63 + Series 65 (or Series 66); Series 24 (or Series 9 + Series 10)

Job description

Citi in San Francisco is seeking a Wealth Growth Program Manager to lead advisor recruitment across the nationwide Citi footprint. You will coordinate strategies, manage multiple teams, and escalate issues to senior stakeholders, aligning with organizational goals.

The role reports to the Head of National Sales Administration and Advisor Recruiting and requires extensive experience, FINRA credentials, and sophisticated stakeholder management.