-
Wealth Advisor SAFE Act
1 week ago
Citigroup Inc O'Fallon, United StatesThe Wealth Relationship Advisor 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. Integrates subject matter and industry expe ...
-
Store Operation Associate
1 week ago
At Home Stores LLC O'Fallon, United StatesJob Description$ /hourThe Store Operations Associate is responsible for unloading, processing, and stocking freight safely and efficiently to maximize product availability for the customer.Key Roles and ResponsibilitiesProvides customers a positive shopping experiencePerforms cas ...
-
Store Operation Associate
3 days ago
At Home Stores LLC O'Fallon, United StatesJob Description · $ /hour · The Store Operations Associate is responsible for unloading, processing, and stocking freight safely and efficiently to maximize product availability for the customer. · Key Roles and Responsibilities · Provides customers a positive shopping experi ...
-
Seasonal Associate
1 week ago
At Home Stores LLC O'Fallon, United StatesJob Description · $ /hour · Our Part-Time Seasonal Associate joins the team for a specified amount of time, hours vary depending upon workload demand and other business needs. They perform a variety of tasks as directed by leadership, assists in other areas of the warehouse as ...
-
Senior Product Manager
1 week ago
MasterCard O'fallon, United StatesOur Purpose · We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financi ...
-
Manager, Customer Technical Services
1 week ago
Mastercard Incorporated O'Fallon, United States"Our PurposeWe work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial ...
-
Senior Technical Program Manager
1 week ago
MasterCard O'fallon, United StatesOur Purpose · We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financi ...
-
Software Engineer
2 weeks ago
MasterCard O'Fallon, United States**Our Purpose** · We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, fin ...
-
Senior Technology Risk Analyst
2 weeks ago
MasterCard O'Fallon, United States**Our Purpose** · We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, fin ...
-
Manager, Experience Research
1 week ago
MasterCard O'Fallon, United StatesOur PurposeWe work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial ...
-
Database Manager
2 weeks ago
MasterCard O'Fallon, United States**Our Purpose** · We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, fin ...
-
Vice President, Business Analysis
1 week ago
MasterCard O'Fallon, United StatesOur PurposeWe work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial ...
-
Lead Product Manager- Technical
1 week ago
MasterCard O Fallon, MO, United StatesOur PurposeWe work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial ...
-
Principal Project Manager
2 weeks ago
MasterCard O'Fallon, United States**Our Purpose** · We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, fin ...
-
Lead Product Manager- Technical
2 weeks ago
MasterCard O'Fallon, United States**Our Purpose** · We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, fin ...
-
Lead Platform Engineering
2 weeks ago
MasterCard O'Fallon, United States**Our Purpose** · We work to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, fin ...
-
Transition Coordinator
1 week ago
CareStar New Lexington, United States Part timeTransition Coordinator- Perry and surrounding counties. · Ready to join a growing company whose work profoundly impacts people's lives in their community, who offers an excellent learning environment, opportunities to advance and the ability to work alongside talented business le ...
-
Real Estate, Adjunct
1 week ago
Hocking Technical College Nelsonville, United StatesSalary - Per Credit Hour - Determined by Course Assignment · Position Purpose · Under the direct supervision of the Dean, provides instructional services; maintains a safe working area and conditions. · Duties and Responsibilities · * PROVIDES INSTRUCTIONAL SERVICES: Assist with ...
-
Facility Maintenance Repair I
1 week ago
Clean Harbors, Inc. Hebron, United StatesEnsure Health and Safety is the number one priority by complying with all safe work practices, policies, and processes and acting in a safe manner at all times Perform preventative maintenance, troubleshooting, disassembling, repairing, and re-assemb Maintenance, Repair, Facility ...
-
Director of Criminal Justice
1 week ago
Hocking Technical College Nelsonville, United StatesDirector of Criminal Justice · Salary - Commensurate with experience, skills, and qualifications · * Position Purpose · The Director, Criminal Justice serves as the academic administrator and lead entrepreneur responsible for the assigned program. Under the guidance and direction ...
Wealth Relationship Manager SAFE Act - O'Fallon, United States - Citigroup Inc
Description
The Wealth Relationship Mgmt. 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. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
**Responsibilities:**
+ Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills.
+ Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling.
+ With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.
+ Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc.
+ Master referral opportunities to grow portfolio.
+ Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.
+ 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
+ Ensure that KYC/AML and other compliance norms are strictly adhered to
+ Partner with all roles on branch team to ensure all clients have a positive in-branch experience
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 5-8 years of experience
+ Strong analytical and financial skills
+ Strong verbal and written communication skills
+ Organized with strong attention to detail
+ Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred
+ Basic understanding of investment and financial planning strategies preferred
+ Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
+ US: Current Registration for FINRA series 6, 63, and 65 are required for the role. Individuals with Series 7 and 66 equivalent are encouraged to apply. Life and Health Insurance required; will give 120 days to obtain if not already held.
+ This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
**Education:**
+ Bachelor's/University degree or equivalent experience
**Job Family Group:**
Private Client Coverage
**Job Family:**
Financial Planning Services
**Time Type:**
**Primary Location:**
Ofallon Missouri United States
**Primary Location Salary Range:**
$72, $109,320.00
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 )** .
View the "EEO is the Law ) " poster. View the EEO is the Law Supplement ) .
View the EEO Policy Statement ) .
View the Pay Transparency Posting )
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
