Citadel Credit Union
The role supports Citadel Wealth Management's fast‑growing Mass Market segment by providing high‑touch, inbound client engagement, managing a centralized pooled book of business, and identifying opportunities to deepen relationships. It blends service excellence with early‑career advisory development, preparing the individual for a full advisor role.
Why Citadel? Because we’re different. Really. Many banks say it, but at Citadel, we live it every day in how we do business and how we make a difference. Learn more about what sets Citadel apart.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Citadel Credit Union.
Citadel Credit Union didn’t post a salary, so this is our estimate from similar listings.
17% above the average for this role