Wealth Relationship Manager - SAFE ACT - Westchester County

Citigroup Inc.; Yorktown Heights (NY); On-site; USD 88,400 - 132,600; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k) plan

Paid time off packages

Job summary

Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Senior Analyst SAFE Act in Yorktown Heights, New York. This role requires 5–8 years of experience and involves enhancing client relationships within the affluent and High Net Worth segments. Responsibilities include identifying client needs, offering financial solutions, and ensuring compliance with applicable regulations. Applicants must possess strong analytical and communication skills, along with the required FINRA registrations. Attractive compensation and comprehensive employee benefits package offered.

Qualifications

• 5–8 years of experience in a relevant field.
• Strong verbal and written communication skills.
• Self-starter with a goal-oriented attitude.

Responsibilities

• Identify and deepen relationships with affluent clients.
• Offer comprehensive financial solutions based on client profiling.
• Organize client events to enhance bonding.

Skills

Analytical skills

Communication skills

Problem-solving

Attention to detail

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office (Excel, Outlook, Word)

Money Guide Pro

NaviPlan Select

Job description

The Wealth Relationship Management (Branch) Senior Analyst SAFE Act role is a seasoned professional position that applies in‑depth disciplinary knowledge and subject‑matter expertise to enhance processes, workflows, and client service within the affluent and High Net Worth segments. The role requires analytical skills, strong communication, diplomatic approach, and informal leadership, including coaching and training of new recruits.

Responsibilities

• Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and 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, intuitively 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 – high touch, face‑to‑face meetings at the client’s preferred location, consistent communication, access to seminars, etc.
• 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 (including, but not limited to, Lending Consultants and Financial Advisors, Small Business Partners, Relationship Manager, etc.).
• Organize client events to enhance client bonding.

Additional Responsibilities

• Acquire new clients through converting referral leads.
• Manage client follow‑up and adhere to all regulatory and compliance operating procedures.
• Ensure that KYC/AML and other compliance norms are strictly adhered to.
• Partner with all roles on branch team to ensure all clients have a positive in‑branch experience.
• Appropriately assess risk when business decisions are made, demonstrating 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

• 5–8 years of experience.
• Strong analytical and financial skills.
• Strong verbal and written communication skills.
• Organized with strong attention to detail.
• Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, NaviPlan Select, or similar financial planning software preferred.
• Basic understanding of investment and financial planning strategies preferred.
• Must be a self‑starter, problem‑solver and a goal‑oriented team player able to work without direction.
• Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
  • Must meet all US FINRA Registration requirements within 150 days of starting in the role.
• Insurance Group 1 required.
  • Must meet all Insurance Group 1 requirements within 150 days of starting in the role.
• This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System & Registry and maintain that registration yearly and provide the identifier as required by applicable SAFE Act regulations and Citi policies and procedures.

Education

• Bachelor’s/University degree or equivalent experience.

Salary and Compensation

$88,400.00 – $132,600.00 per annum. In addition to salary, Citi may also include discretionary and formulaic incentive and retention awards for eligible employees.

Benefits

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.

Equal Employment Opportunity Statement

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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