• Job Description

  Req#: 23621374

  manages multiple teams through other managers. In-depth understanding of how own sub-function contributes to achieving the objectives of the function. A good understanding of the industry, direct competitors' products and services, is also necessary in order to contribute to the commercial objectives of the business. Requires thorough understanding of strategic direction of the function within the relevant part of the business, combined with a solid conceptual/practical grounding in both the function and/or area of expertise and related subject areas. Excellent communication skills required in order to negotiate internally, often at a senior level. Some external communication/negotiation may be necessary. Responsible for executing functional strategy in area managed. Determines approach to implementing functional strategy. Accountable for end results, budgeting, planning, policy formulation and contribution to future strategy of the area(s). Impact reflects size of team managed, strategic influence on the business and interaction with other functions or businesses. Full management responsibility for multiple teams, including management of people, budget and planning, to include duties such as performance evaluation, compensation, hiring, disciplinary actions and terminations and budget approval. May be doing involved or responsible for diverse (cross-discipline) activities. Typically, a direct report to a C16 role and function as an integral member of the functional leadership team within a country/site location, job family, or line of business.
  
  Responsibilities:

  • The Regional Director’s primary focus is to ensure corporate strategy execution between the Regional Sales Managers (RSM) on a regional level.
  • Visible to CBNA/CPWM senior management and is a clear ambassador to the overall growth and success of the CPWM Investment business.
  • Job function includes top regional supervisory responsibilities, setting vision and productivity goals for RSMs, overall market profitability, sales, operations, recruiting/salesforce growth, and adhering to all regulatory rules/guidelines.
  • Responsible for all RSMs and FAs in a defined region with direct managerial oversight of the RSMs and in some instances FAs as well (total staff oversight can range from 115 to 160).
  • Effectively executes the implementation of the CPWM/Citigold team strategy.
  • Held accountable for RSMs’ territories to include revenue plan and all business drivers and initiatives.
  • Instrumental in monitoring the referral volumes between internal CPWM FAs and partners such as retail bank, mortgage, Citigold RMs, Cards and segmentation placing between Citipriority and Citigold.
  • Partners with CBNA counterparts, Division Managers, to ensure cross business line referrals and to provide the most transparent Citi customer experience.
  • Responsible for the execution of Citigold Wealth Centers, Citigold Hubs, and Citipriority sales growth through the interaction with RSMs, Citigold Market Managers, and Area Directors within the Retail Bank.
  • Direct contact for CPWM Senior Management for market results and regular business updates.
  • Provides strong leadership, conviction, and messaging to all market direct reports towards driving the new CPWM client centric and segment strategy.
  • Motivates, persuades, and leads a diverse group of Advisors, Relationship Managers, and non-team partners to execute on delivering value to the Citi shareholder with existing and new clients of Citi.
  • Demonstrates ability to attract talent in relevant markets both at the producer level and the leadership level.
  • Communicates effectively with senior management representing CPWM and the franchise. This includes heads of HR, Legal, Risk, Compliance, ICG, Mortgage, Retail Bank, Commercial Bank, and Capital Markets.
  • Represents Citi at industry conferences and lead discussions regarding Citi strategy and overall market presence.
  • Strategic thinking and critical / objective decision making to build consensus, drive incremental results, and work with a broad spectrum of stakeholders.
  • Drives execution with a high sense of urgency, focused on details and managing multiple and complex matters, often including multiple stakeholders and leaders internal and external to Citi.
  • Owns the collective results in sales, hiring, risk management, and productivity within the sales organization and the overall bank franchise.
  • Owns and manages a profitable P&L with a focus on driving a remarkable client experience while helping to drive improvement in NPS and KDS client metrics throughout the organization.
  • Understands and drives client segmentation as well as the future growth strategy and client metrics.
  • Contributes to the organization’s goals and embodies the firm’s leadership standards and values by collaborating effectively with others and setting the standard for leadership.
  • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.

  Qualifications:

  • 15+ years of experience
  • Extensive investment and insurance sales experience; prior investment/insurance sales management required
  • Demonstrated ability to lead, motivate, and influence others
  • Excellent verbal and written communication skills
  • Required FINRA licenses: S.I.E - 7, 66, 9 and 10 or equivalent

  Education:

  • Bachelor's/University degree, Master's degree preferred

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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:

  San Francisco California United States

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  Primary Location Salary Range:

  $250,000.00 - $500,000.00

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  Citi is an equal opportunity and affirmative action employer.

  Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

  View the "EEO is the Law " poster. View the EEO is the Law Supplement .

  View the EEO Policy Statement .

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