Senior Wealth Management Relationship Manager - C16 - New York, NY

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Our mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We strive to earn and maintain our clients’ and the public’s trust by constantly adhering to the highest ethical standards and making a positive impact on the communities we serve.

About Citi Wealth

Citi Wealth is focused on serving the needs of clients across the entire wealth spectrum. By building on the strengths and capabilities across Citi, we intend to transform the way we serve clients across the wealth spectrum, delivering the full range of high tech and high touch capabilities Citi can offer, and ultimately help them achieve their goals. Citi Wealth serves over 600,000 clients across its global footprint in Asia, Europe, Mexico, and North America. It delivers the full range of wealth products across investments, banking, lending, insurance, trust services and financial planning & advice. Citi Wealth propositions are delivered via tailored offerings across the Citigold, Citi Private Client, International Private Bank and Citi Private Bank brands.

The Senior Wealth Management Relationship Manager is responsible for coordinating and managing relationships with 3rd party asset managers and key strategic investment partners for the Citi Wealth business.

Citi Wealth has an open architecture approach to delivering investment solutions. This leadership role is critical to help the team identify and manage core activities and relationships with managers, including both traditional and private markets.  In addition, this leader will play an important role in delivering “one Citi” and coordinating across the enterprise where appropriate for activities with key clients. 

• Participate and lead strategic and tactical engagement meetings with executives across the asset management landscape.
• Design and implement programs to help align resources and solutions for key partners aligned to the Citi Wealth strategy.
• Facilitate feedback from internal stakeholders on the needs of the business and where we can leverage partners to help advance the business.
• Design and implement training/education programs across the range of solutions.
• Define and implement engagement models that ensure appropriate levels of coordination and alignment with internal priorities.

Qualifications:

• Bachelor’s degree in finance, business, or related field (required). Advanced degrees (JD, LL.M.) or certifications (CFP®) are preferred.
• 15+ years of experience in wealth management, financial planning, or related sectors.
• Extensive experience working with 3rd party investment managers
• Strong relationship management and organizational skills.
• Broad understanding of key product structures (mutual funds, SMAs, alternatives, ETFs, etc)
• FINRA Securities Industry Essentials (SIE), FINRA Series 7 and Series 66 (or 65/63). 
• In-depth knowledge of wealth management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW clients.
• Strong analytical and portfolio management skills, including risk management and compliance expertise.
• Proven track record in client acquisition and business development
• Effective communication, interpersonal, and relationship management skills. Skilled in negotiation
• Ability to mentor junior staff and contribute to a collaborative team environment.

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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.

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