Head Of Client Experience - Wealth, Managing Director

Publix Serving (Civica)

New York, New York, United States
Base: $250,000 - $500,000; bonus/equity: not speci...
15+ years in wealth management
Ai-powered platform innovation
Client-centric acumen
This role is critical for orchestrating components into a seamless, highly personalized, and AI-powered client experience

Job Summary

  • This role is critical for orchestrating components into a seamless, highly personalized, and AI-powered client experience.
  • The individual will drive the integration of cutting-edge technology to ensure superior servicing and proactive advice.
  • Citi Wealth’s Intelligence team is at the core of our transformation into a data- and AI-powered wealth platform.

Matching Summary

This role is critical for orchestrating components into a seamless, highly personalized, and AI-powered client experience.

Salary

Base: $250,000 - $500,000; Bonus/Equity: Not specified; Benefits: Competitive employee benefits

Skills & Requirements

Must-have

  • 15+ years in wealth management
  • AI-powered platform innovation
  • Client-centric acumen

Nice-to-have

  • Passion for innovation
  • Strong regulatory awareness
  • Experience in global digital leadership

Key Requirements

  • Bachelor’s degree required
  • MBA preferred
  • Certifications in Product Management advantageous

Work Rights

Not specified

Tailored Resume

Cover Letter