Wealth Regional Director - NY Metro at Citi

Washington, District of Columbia, United States -

Full Time

Start Date

Immediate

Expiry Date

16 Mar, 26

Salary

0.0

Posted On

16 Dec, 25

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Sales, Sales Management, Advisor Recruiting, Leadership, Coaching, Communication, Risk Management, Regulatory Compliance, Client Events, Team Building, Strategic Planning, P&L Management, High Net Worth Client Management, Sales Strategy, Financial Planning, Portfolio Management

Industry

Financial Services

Description

Regional Director is responsible for the business (P&L) and Sales results for US Consumer Wealth in NY Metro. The region has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. Individual will be responsible for setting and implementing the growth strategy for the market with key focus on hiring seasoned advisors and optimizing existing Advisor and Relationship Manager productivity. Accelerate investment business growth in the market by identifying new and existing (deepening wallet share) opportunities and positioning the sales teams to take advantage of those opportunities by leveraging the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more holistically. Collaborate with external recruitment partners and leverage industry network to attract and hire experienced financial advisors ensuring alignment with business growth strategies. Build and nurture high powered sales teams through coaching and strategic leadership including developing sales managers into effective sales leaders. Partner with asset managers to organize sales and client events. Job function includes top regional supervisory and operational responsibility and adhering to all regulatory rules/guidelines. Manages potential risks associated with sales activities, and upholds ethical sales practices. 15+ years of experience Extensive investment sales experience; prior investment sales management required Extensive advisor recruiting experience Demonstrated ability to lead, motivate, and influence others Excellent verbal and written communication skills FINRA licenses required: S.I.E - 7, 66, 9 and 10 or equivalent Bachelor's/University degree, Master's degree preferred ------------------------------------------------------ For complementary skills, please see above and/or contact the recruiter. ------------------------------------------------------ Anticipated Posting Close Date: Dec 22, 2025 ------------------------------------------------------

Responsibilities

The Regional Director is responsible for the business and sales results for US Consumer Wealth in the NY Metro area, overseeing 115 branches. Key responsibilities include setting growth strategies, hiring advisors, and optimizing team productivity.