Summary Overview – Senior manager position responsible for overseeing the West Region for the Law Firm Group Business.  Position is a member of the Law Firm Group Management team and the extended Wealth at Work Management team.  High-level responsibilities included full P&L oversight, staffing, strategic planning, and day-to-day management of the region.

EXPECTED CONTRIBUTIONS AND TASKS:

(Operating results, customer effectiveness, risk, business, technical proficiency, execution, professional standards, leadership, influence, shared ownership):

DEVELOP SALES STRATEGIES

• Serve as strategic partner with Citigroup Seniors to determine the best way to execute the WaW/LFG strategic plan.
• Develop proactive sales and marketing strategies for different client segments.
• Accelerated sales revenue performance
• Participate and initiate client calls with sales force
• Develop strategy to expand within the NY Metro region, open new offices when and where appropriate.

DRIVE SALES RESULTS&PROFITABILITY

• Continuously track sales performance.
• Streamline sales processes to meet client needs.
• Help bankers sell and add value to the sales process.
• Manage expenses of sales team.

BUILD&MAINTAIN CLIENT RELATIONSHIPS

• Give client issues the highest level of priority.
• Actively assist bankers in assessing client needs and developing recommendations.
• Ensure clients are presented with a seamless integration of products and services that best meet their needs.
• Highly satisfied client base
• Minimal customer attrition

BUILD EFFECTIVE TEAMS

NEGOTIATE THE CITIGROUP ORGANIZATION

• Identify and initiate cross-referral opportunities.
• Influence and gain support across all levels of Citi Global Wealth and Citigroup.

PROMOTE INTEGRITY&TRUST

• Communicate risks and reduce exposure for the client and Citi Global Wealth.
• Ensure 100% compliance on all regulatory requirements.
• Processes (both bank and CIS) utilized are consistent with corporate compliance policies
• Ensure controls are in place to meet all audit requirements

KEY CHALLENGES / ANTICIPATED CHANGES:

• Build marketplace awareness of Wealth at Work/Law Firm Group and communicate the value that Citigroup can bring to the new clients and the community.
• Position the Citigroup Private Bank as the provider of choice for top law firms in the West. 
• Recruit, select and develop staff with well-rounded skills and knowledge to ensure growth and development of "high end" client base.
• Ensure staff is well trained on Private Banking products and services and that the Team can effectively communicate the "Citi" value.
• Build social and community involvement by becoming an active participant in local events and becoming a well known, trusted, and respected professional within the community.
• Achieve high levels of customer satisfaction for client base as client count increases.
• Quickly gaining market share in regional market. 
• Effectively manage time / prioritizing multiple tasks
• Effectively coach all Team to achieve exceptional performance.
• Consistently recognize staff members for accomplishments and exceeding objectives.
• Build and maintaining a cohesive team that has the skills and characteristics to evolve into a High Performance Team.

EXPERIENCE:

• Previously managed highly skilled sales force in Financial Services
• Licenses required: SIE, Series 7, 66 or 65&63, 24 or 9&10
• Extensive knowledge of investment management & derivative products
• Proven ability to manage against segmented (tiered) client base
• Demonstrated sales / acquisition performance
• Demonstrated coaching and people development experience
• Strong organizational skills
• Excellent communication (written and verbal) and presentation skills
• Demonstrated ability to motivate staff
• Marketing planning skills
• Sales plan development skills
• Budget management skills
• Financial analysis skills (revenue, expenses, margin)
• Excellent decision making skills
• Strong business acumen
• Knowledge of the Law Firm Industry Preferred, but not required

Skills:

• Team player
• Excellent people manager with proven skills and abilities to recruit, select and develop talent
• Excellent communicator (staff, clients and colleagues).
• Customer and quality focused
• Thinks strategically — Sees the big picture
• Leads by example. Is seen as a "role model"
• Is highly regarded and respected within the community
• Ability to handle complex client situations. Solution provider
• Ability to influence others (staff, peers, superiors)
• Thinks outside of the box
• Highly motivated to succeed. Results oriented
• Self-starter - Entrepreneurial Spirit
• Active listening skills
• Change agent/Flexible
• Hardworking/Conscientious

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Job Family Group:

Private Client Coverage

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Job Family:

Franchise Management

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Time Type:

Full time

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