Head Of Advisor Experience - Wealth, Managing Director

Workforcity

New York, New York, United States
Base: $250,000 - $500,000; bonus/equity: not speci...
15+ years in wealth management
Experience with ai and data analytics
Leadership in complex financial services
This role is pivotal in advancing Citi’s strategy to deliver a unified advisor desktop

Job Summary

  • This role is pivotal in advancing Citi’s strategy to deliver a unified advisor desktop.
  • The Head of Advisor Experience will simplify complex workflows and drive tool adoption.
  • Team Citi Wealth’s Intelligence team focuses on creating a data- and AI-powered wealth platform.

Matching Summary

This role is pivotal in advancing Citi’s strategy to deliver a unified advisor desktop.

Salary

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

Skills & Requirements

Must-have

  • 15+ years in wealth management
  • Experience with AI and data analytics
  • Leadership in complex financial services

Nice-to-have

  • User-centric innovation mindset
  • Strong influencing and communication skills
  • Agile product development experience

Key Requirements

  • Bachelor’s degree in Business or related field
  • MBA or advanced degree preferred
  • Certifications in Product Management or Agile methodologies

Work Rights

Not specified

Tailored Resume

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