Wealth Growth Program Lead — West Coast

Citi

San Francisco (CA)

On-site

USD 170,000 - 300,000

Full time

7 days ago

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Job summary

The Wealth Growth Program Manager at Citi in San Francisco leads recruiting strategy for Senior Wealth Advisor candidates across the national footprint, coordinating with Regional Directors and Wealth Group Executives to align hiring with business goals.

Responsibilities include monitoring recruiting metrics, resolving process defects, coordinating with external agencies, and coaching RDs and WGEs on best practices to attract and convert top advisor talent while ensuring regulatory and risk

Qualifications

15+ years of experience in program management or equivalent.
Strong communication and stakeholder negotiation skills.
Advanced judgment and analytical ability.
US FINRA registrations required within 150 days.

Responsibilities

Coordinate Advisor Recruiting Program and related programs; primary contact for RDs and WGEs for Advisor hiring.
Provide strategic direction, dedicated coverage, and feedback with respect to initiative, alignment to business goals, stakeholder management, through monitoring and reporting of key recruiting metrics in executive communications.
Build and manage relationships with key stakeholders, organizations and business heads.
Collaborate with the External Recruit Agency Relationship Manager to achieve recruiting goals and maintain candidate quality.
Identify and resolve defects in the recruiting process.
Work with the Real Estate Liaison Manager on cross functional areas and other programs, as appropriate to identify high priority hiring locations.
Collaborates with stakeholders to ensure program scope definition meets business objectives to refine recruiting process to enhance efficiency, improve conversion rates, and drive competitive hiring outcomes.
Collaborates with Program Sponsors to ensure business case/cost benefit analysis is in line with business goals.
Analyze the recruiting funnel to identify constraints and implement solutions.
Coordinates and manages the communication of status, issue, and risk disposition to all stakeholders, including senior management, on a timely basis to optimize the advisor hiring programs.
Manages the identification of risks which impact program delivery and ensure development and execution of mitigation strategies when necessary.
Interface with legal and compliance stakeholders to oversee due diligence, ensuring all regulatory and risk management compliance.
Matrix management of director-level, senior program manager-level and other staff, as appropriate.
Chair monthly recruiting forum, bringing together key legal, compliance, and risk/control stakeholders to provide recruiting pipeline updates, market trends, and information on best practices.
Enhance the Advisor Recruiting Playbook for a structured and effective hiring process.
Provide coaching and development to RDs and WGEs on best practices for attracting and converting top advisor talent.
Conduct cyclical training sessions on market trends, competitor intelligence, and recruiting strategies.
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, and escalating, managing and reporting control issues with transparency.