Insurance Solutions Specialist Director
Citi · Greenwich, Connecticut, US
We are seeking a highly experienced and motivated Director-level Insurance Solutions Specialist to join our North America wealth management team.
Job description
We are seeking a highly experienced and motivated Director-level Insurance Solutions Specialist to join our North America wealth management team. This senior leadership role requires a comprehensive understanding of the wealth management landscape and how insurance integrates with other functions to achieve Client objectives. The ideal candidate is a subject matter expert in advanced insurance concepts with a proven track record of serving Retail, High-Net-Worth (HNW), and Ultra-High-Net-Worth (UHNW) clients. This is a "player-coach" position that requires the ability to lead and develop a team of insurance specialists while also maintaining significant personal production and client engagement. You will be a visible leader to senior management and a clear ambassador for the growth and success of the North America insurance business. Key Responsabilities: Strategic Leadership & Business Development: - Develop and execute a comprehensive sales strategy to drive insurance revenue growth across all assigned Citi wealth segments. - Partner with senior leadership to establish sales targets, business plans, and key performance indicators for the team, owning the collective results in sal...