Senior Client Service Manager, SVP

Citigroup

San Francisco, California, United States
Base: $163,600.00 - $245,400.00; bonus/equity: dis...
On-site
10+ years wealth management experience
Team management and performance evaluation
Kyc and aml onboarding knowledge
This role involves managing a professional team to deliver high-level banking and investment services while ensuring compliance with corporate policies

Job Summary

  • This role involves managing a professional team to deliver high-level banking and investment services while ensuring compliance with corporate policies.
  • The Senior Client Service Manager acts as a subject matter expert to identify process improvements and coordinate resources for new advisor recruits.
  • Employees receive competitive benefits including medical, dental, vision coverage, 401(k), and paid time off packages.

Matching Summary

This role involves managing a professional team to deliver high-level banking and investment services while ensuring compliance with corporate policies.

Salary

Base: $163,600.00 - $245,400.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, wellness programs

Skills & Requirements

Must-have

  • 10+ years wealth management experience
  • Team management and performance evaluation
  • KYC and AML onboarding knowledge
  • FINRA Series 7, 63/66, 24 licenses
  • Risk control and regulatory compliance

Nice-to-have

  • Strategic planning and budgeting skills
  • Process improvement identification
  • Cross-functional collaboration abilities
  • Coaching and developmental feedback
  • Strong verbal and written communication

Key Requirements

  • Bachelor's degree required, Master's preferred
  • SIE, Series 7, Series 63/66, and Series 24 licenses
  • 10+ years of business management experience
  • Robust risk and control experience in wealth management

Work Rights

Not specified

Tailored Resume

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