The Head of Wealth at Work Advisors is a senior leadership role responsible for driving sustained growth in assets and revenues by leading and developing a team of Wealth Advisors. This role requires a broad and comprehensive understanding of the wealth management business coupled with extensive practical experience. The Head role combines market strategy, business development, and robust advisor supervision to expand client relationships and ensure seamless client coverage across the broader Wealth at Work team. This position is a Managing Director role and is part of the Wealth at Work leadership team. The ideal candidate is a strategic, results-driven leader capable of balancing growth initiatives, advisor development, and stringent regulatory supervision. Success in this role will be measured by growth of new assets, revenue growth, compliance integrity, and the ability to foster a high-performing, client-centric advisory team.

Key Responsibilities

Leadership and Team Development

• Lead and develop Wealth Advisors to exceed growth objectives.
• Provide comprehensive management oversight: staffing, strategic planning, budgeting, daily operations.
• Recruit, select, and develop skilled staff for professional client base growth.
• Ensure staff training on products/services and effective communication of Citi's value.
• Foster a high-performance, client-centric advisory team.

Strategic Planning and Business Growth

• Drive net new client balance growth via deeper client relationships.
• Increase team revenues through business development and client retention.
• Strategically partner with senior colleagues to execute Wealth at Work plan.
• Develop proactive sales/marketing strategies for client segments.
• Accelerate and track sales revenue performance.
• Participate in and initiate client calls with sales teams.
• Analyze market trends, pipeline, and competitor performance to refine growth strategies.
• Align business plans with Wealth at Work objectives through senior collaboration.

Client Relationship Management

• Prioritize client issues with utmost consideration.
• Assist teams in assessing client needs and developing tailored recommendations.
• Ensure seamless client integration of products and services.
• Aim for high client satisfaction and minimal attrition.
• Coordinate with leadership and firm teams for seamless client coverage.

Supervision and Compliance

• Serve as Supervisory Principal, ensuring adherence to FINRA, SEC, and state regulations.
• Oversee client account review, investment recommendations, and advisory activity.
• Ensure timely resolution of compliance issues, trade exceptions, and supervisory alerts.
• Participate in advisor audits to maintain risk/compliance standards.
• Support compliance training, reinforce ethical conduct and client-first practices.
• Assess risk, safeguard firm assets/reputation by ensuring compliance, ethical judgment, and transparent control issue management.
• Supervise activity, ensure accountability for standards adherence.
• Ensure 100% compliance with regulatory requirements and Citi policies.
• Implement controls to meet all audit requirements.

Influence, Negotiation, and Market Representation

• Utilize communication to influence internal partners.
• Engage in impactful internal negotiations for team and business objectives.
• Influence and gain support across all levels of Wealth at Work.
• Effectively communicate and reduce client/business risks.
• Partner to build market awareness and communicate Wealth at Work value to new clients.

Qualifications

• Experience: 15+ years in wealth management/financial advisory, 5+ in leadership/supervisory roles.
• Management: Proven leadership of client-facing financial sales teams.
• Knowledge: Expert in investment management, solutions, portfolio management, wealth planning, industry, and competitor products/services.
• Performance: Proven record exceeding asset/revenue growth targets; demonstrated sales performance for segmented client base.
• Licenses: FINRA Series 7, 66 (or 63/65), and 24 (or 9/10) required.
• Education: Bachelor's/University degree.
• Skills: Strong executive presence; ability to influence, coach, and lead across market segments.

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Job Family Group:

Private Client Coverage

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Job Family:

Franchise Administration

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Time Type:

Full time

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Primary Location:

Miami Florida United States

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Primary Location Full Time Salary Range:

$250 000,00 - $500 000,00

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.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

feb 11, 2026

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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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