Job Description
The Head of Wealth at Work Advisors, a senior leadership role, is responsible for driving significant asset and revenue growth. This position requires a comprehensive understanding of wealth management and extensive practical experience to effectively lead Wealth Advisors, implement market strategy, and ensure robust business development and client coverage. The ideal candidate is a strategic, results-driven leader who balances growth with stringent regulatory oversight and fosters 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 to create and maintain a professional client-facing team.
+ Ensure staff training on Wealth at Work products/services and effective communication of Citi...
**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 to create and maintain a professional client-facing team.
+ Ensure staff training on Wealth at Work products/services and effective communication of Citi...