Citi Trends
Wealth Relationship Manager - NAPERVILLE, IL
NAPERVILLE, Illinois, United States of America · Full-time
Sponsorship not specified$78k-$117kDetected 1 day ago
ExcelLeadershipCommunicationMentoringMicrosoft Office
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odds of building a lasting career here
35Risky
Cap-exempt (no lottery)0
Sponsors this role35
Entry-level history0
PERM / green-card track0
Lottery odds (Level II)66
Fits your clock70
Thin sponsorship signal and lottery-bound (~30% per draw). A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- The Wealth Relationship Mgmt. (Branch) Sr.
- Analyst SAFE Act is a seasoned professional role.
- Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function.
Responsibilities
- Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.
- With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions.
- Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding.
- Acquire new clients through converting referral leads Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
- Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
Requirements
- 5-8 years of experience.
- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
- Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent.
- Insurance G roup 1 required.
- Integrates subject matter and industry expertise within a defined area.
- Strong communication and diplomacy skills required.
- Required current US FINRA Registration:
- Bachelor's/University degree or equivalent experience ------------------------------------------------------
Nice to have
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred.
- Basic understanding of investment and financial planning strategies preferred.
Compensation
- $78,080.00 - $117,120.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards.
Benefits
- Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs.
- Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.
- For additional information regarding Citi employee benefits, please visit citibenefits.com.
Equal opportunity
- View Citi's EEO Policy Statement and the Know Your Rights poster.
- 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.
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This listing is sourced directly from Citi Trends's careers page and normalized into a canonical job model.