Senior Wealth Management Relationship Manager - C16

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.

• Coordinate and manage relationships with 3rd party asset managers and key strategic investment partners
• Identify and manage core activities and relationships with managers
• Deliver “one Citi” and coordinate 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

• Bachelor’s degree in finance, business, or related field (required)
• 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

• 401(k)
• Medical, dental & vision coverage
• Life, accident, and disability insurance
• Wellness programs
• Paid time off packages
• Discretionary and formulaic incentive and retention awards

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions.