Head Of Client Experience - Wealth, Managing Director

Citi Handlowy

New York, New York, United States
Base: $250,000 - $500,000; bonus/equity: discretio...
15+ years wealth management experience
Global digital platform leadership
Ai and machine learning integration
This role is responsible for defining the transformative future of how clients engage with Citi Wealth across all digital and emerging channels

Job Summary

  • This role is responsible for defining the transformative future of how clients engage with Citi Wealth across all digital and emerging channels.
  • The successful candidate will drive the integration of cutting-edge AI technology to ensure insights and proactive advice are delivered intelligently across online, mobile, and voice interfaces.
  • Citi offers competitive employee benefits including medical, dental, vision coverage, 401(k), life insurance, and paid time off packages.

Matching Summary

This role is responsible for defining the transformative future of how clients engage with Citi Wealth across all digital and emerging channels.

Salary

Base: $250,000 - $500,000; Bonus/Equity: Discretionary and formulaic incentive awards; Benefits: Medical, dental, vision, 401(k), life, accident, disability insurance, wellness programs

Skills & Requirements

Must-have

  • 15+ years wealth management experience
  • Global digital platform leadership
  • AI and machine learning integration
  • Affluent and HNW client expertise
  • Strategic product partnership skills
  • Data-driven personalization frameworks

Nice-to-have

  • Passion for cutting-edge innovation
  • Experience with Web3 and metaverse
  • Behavioral science application
  • Strong executive influence in matrix
  • Fintech ecosystem partnership management

Key Requirements

  • Bachelor's degree required; MBA preferred
  • 15+ years progressive executive experience
  • Proven track record at Managing Director level
  • Deep understanding of global regulatory compliance
  • Certifications in Product Management or Agile preferred

Work Rights

Not specified

Tailored Resume

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