Wealth Planning Manager
Citi
About this role
The Wealth Planning Manager is a strategic expert in insurance products and planning concepts, supporting sales teams in delivering tailored wealth solutions to high net worth clients. They collaborate with various stakeholders to offer comprehensive advice, stay updated with industry trends, and achieve revenue and penetration goals. The role emphasizes client-centric service and regulatory compliance to enhance business performance.
Skills
Qualifications
About Citi
citi.comCitibank offers multiple banking services that help you find the right credit cards, open a bank account for checking, & savings, or apply for mortgage & personal loans.
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About Citi
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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
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View leadership team, funding history,
and employee contacts for Citi.
Salary
$128k – $171k
per year