_Summary Overview – Senior manager position responsible for overseeing the West Region for the Law Firm Group Business. Position is a member of the Law Firm Group Management team and the extended Wealth at Work Management team. High-level responsibilities included full P&L oversight, staffing, strategic planning, and day-to-day management of the region._ **_EXPECTED CONTRIBUTIONS AND TASKS:_** _(Operating results, customer effectiveness, risk, business, technical proficiency, execution, professional standards, leadership, influence, shared ownership):_ **_DEVELOP SALES STRATEGIES_** + _Serve as strategic partner with Citigroup Seniors to determine the best way to execute the WaW/LFG strategic plan._ + _Develop proactive sales and marketing strategies for different client segments._ + _Accelerated sales revenue performance_ + _Participate and initiate client calls with sales force_ + _Develop strategy to expand within the NY Metro region, open new offices when and where appropriate._ **_DRIVE SALES RESULTS&PROFITABILITY_** + _Continuously track sales performance._ + _Streamline sales processes to meet client needs._ + _Help bankers sell and add value to the sales process._ + _Manage expenses of sales team._ **_BUILD&MAINTAIN CLIENT RELATIONSHIPS_** + _Give client issues the highest level of priority._ + _Actively assist bankers in assessing client needs and developing recommendations._ + _Ensure clients are presented with a seamless integration of products and services that best meet their needs._ + _Highly satisfied client base_ + _Minimal customer attrition_ **_BUILD EFFECTIVE TEAMS_** **_NEGOTIATE THE CITIGROUP ORGANIZATION_** + _Identify and initiate cross-referral opportunities._ + _Influence and gain support across all levels of Citi Global Wealth and Citigroup._ **_PROMOTE INTEGRITY&TRUST_** + _Communicate risks and reduce exposure for the client and Citi Global Wealth._ + _Ensure 100% compliance on all regulatory requirements._ + _Processes (both bank and CIS) utilized are consistent with corporate compliance policies_ + _Ensure controls are in place to meet all audit requirements_ **_KEY CHALLENGES / ANTICIPATED CHANGES:_** + _Build marketplace awareness of Wealth at Work/Law Firm Group and communicate the value that Citigroup can bring to the new clients and the community._ + _Position the Citigroup Private Bank as the provider of choice for top law firms in the West._ + _Recruit, select and develop staff with well-rounded skills and knowledge to ensure growth and development of "high end" client base._ + _Ensure staff is well trained on Private Banking products and services and that the Team can effectively communicate the "Citi" value._ + _Build social and community involvement by becoming an active participant in local events and becoming a well known, trusted, and respected professional within the community._ + _Achieve high levels of customer satisfaction for client base as client count increases._ + _Quickly gaining market share in regional market._ + _Effectively manage time / prioritizing multiple tasks_ + _Effectively coach all Team to achieve exceptional performance._ + _Consistently recognize staff members for accomplishments and exceeding objectives._ + _Build and maintaining a cohesive team that has the skills and characteristics to evolve into a High Performance Team._ **_EXPERIENCE_** _:_ + _Previously managed highly skilled sales force in Financial Services_ + _Licenses required: SIE, Series 7, 66 or 65&63, 24 or 9&10_ + _Extensive knowledge of investment management & derivative products_ + _Proven ability to manage against segmented (tiered) client base_ + _Demonstrated sales / acquisition performance_ + _Demonstrated coaching and people development experience_ + _Strong organizational skills_ + _Excellent communication (written and verbal) and presentation skills_ + _Demonstrated ability to motivate staff_ + _Marketing planning skills_ + _Sales plan development skills_ + _Budget management skills_ + _Financial analysis skills (revenue, expenses, margin)_ + _Excellent decision making skills_ + _Strong business acumen_ + _Knowledge of the Law Firm Industry Preferred, but not required_ **_Skills:_** + _Team player_ + _Excellent people manager with proven skills and abilities to recruit, select and develop talent_ + _Excellent communicator (staff, clients and colleagues)._ + _Customer and quality focused_ + _Thinks strategically — Sees the big picture_ + _Leads by example. Is seen as a "role model"_ + _Is highly regarded and respected within the community_ + _Ability to handle complex client_ _situations. Solution_ _provider_ + _Ability to influence others (staff, peers, superiors)_ + _Thinks outside of the box_ + _Highly motivated to_ _succeed. Results_ _oriented_ + _Self-starter - Entrepreneurial Spirit_ + _Active listening skills_ + _Change agent/Flexible_ + _Hardworking/Conscientious_ ------------------------------------------------- **Job Family Group:** Private Client Coverage ------------------------------------------------- **Job Family:** Franchise Management ------------------------------------------------------ **Time Type:** Full time ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review **Accessibility at Citi (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** . View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) . View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) . View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf) Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.