Wealth Growth Program Manager | West Coast

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

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.

Skills

15+ years experience

Communication

Analytical skills

Strategic thinking

FINRA registrations

Education

Bachelor's degree or higher

Job description

The Wealth Growth Program Manager is a strategic professional responsible for managing multiple teams and executing recruiting tactics aligned with organizational objectives. This role focuses on facilitating Senior Wealth Advisor (SWA) candidates through all phases of the Wealth Group Executive (WGE) recruiting pipeline. The Program Manager provides dedicated coverage to all Regional Directors (RD) and Wealth Group Executives (WGE) across the Citigold/Citigold Private Client national footprint developing and coordinating tailored recruiting strategies for potential candidates.

Accountable for identifying defects in the various stages of the recruiting process, responsible for escalation to the appropriate stakeholders and resolution. Once the goal of candidate conversion is reached, the Director will ensure the promotion of all new hires throughout the existing pipeline and the broader Citi organization leveraging a variety of communication channels. Closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within recruiting area. Strong commercial awareness is a necessity. Is an acknowledged authority both within and outside area of expertise.

Typically, a small number of people within the business that provide the same level of expertise. Excellent communication skills required to negotiate internally, often at a senior level. Some external communication required. Provides advanced judgment and conducts in-depth quantitative or qualitative analysis to solve problems and develop new, innovative solutions. Required to think beyond existing solutions, assumptions or current knowledge of sophisticated areas. Significant impact on a function and/or the business through making decisions that determine technical approaches and strategies for the area.

This role will report to the Head of National Sales Administration and Advisor Recruiting.

Responsibilities:

• Supports planning, directing and coordination of day-to-day activities of running Advisor Recruiting Program and portfolio of related programs and it the primary point of contact for RDs and WGEs for Advisor hiring.
• Provides 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 Laison 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, brining 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.

Qualifications:

• 15+ years of experience
• Should demonstrate a commitment to quality and attention to detail.
• Excellent communication skills and interpersonal relationships with ability to influence and negotiate with stakeholders.
• Advanced judgment and analytical skills to solve problems and develop innovative solutions.
• Ability to think beyond existing solutions and assumptions.
• Required: US FINRA Registration: SIE; Series 7; Series 63 + Series 65 (or Series 66); Series 24 (or Series 9 + Series 10)
• Must meet ALL US FINRA Registration requirement within 150 days of starting in the role.

Education:

• Bachelor's/University degree or equivalent experience, potentially Master's degree

Job Family Group:

Project and Program Management

Job Family:

Program Management

Time Type:

Full time

Primary Location:

San Francisco California United States

Primary Location Full Time Salary Range:

$170,000.00 - $300,000.00

In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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