Wealth Relationship Manager SAFE Act | DMV

Wealth Relationship Manager SAFE Act | DMV Apply (opens in new window) Job Req Id 26938892 Location(s) Rockville, Maryland, United States; Washington, DC, United States Job Type On-Site/Resident Posted Feb. 12, 2026 Overview The Wealth Relationship Manager 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 to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills 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 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 with 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 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 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. 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 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 details. 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. 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. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role. Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry"). Education Bachelor's/University degree or equivalent experience Job Family Group Private Client Coverage Job Family Financial Planning Services Time Type Full time Primary Location Rockville, Maryland, United States Primary Location Full Time Salary Range $83,920.00 - $125,880.00 In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; wellness programs; and paid time off packages, including vacation, sick leave, and paid holidays. Availability of benefits may vary by jurisdiction, job level, and date of hire. Automated Processing and AI We use automated processing, including artificial intelligence, for legitimate business purposes to identify and align the candidate's skills with a job opening. If you consent, we can match your skills to other suitable roles at Citi. Hiring decisions are made by individuals. See jurisdictional considerations for details. Illinois residents – AI Notice and Right (opens in new window) \------------------------------------------------------ Citi is an equal opportunity employer. Qualified candidates will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our tools, review Accessibility at Citi (opens in new window). View Citi’s EEO Policy Statement (opens in new window) and the Know Your Rights poster. Apply (opens in new window) #J-18808-Ljbffr Citi