Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

For information on Citi’s commitment to privacy, visit on.citi/privacy.

Industry: Financial Services
Company Size: 10,001+ employees

Citi

Savvy Admin PROD

Citi‘s global footprint and ability to service clients holistically has positioned Citi to become an industry leader in Wealth. With an unwavering commitment to our clients, the Private Bank delivers a robust product offering and capabilities to help our clients achieve their goals.

Our Private Bankers and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families. The Citi Private Bank network of bankers and product specialists work in 50 offices in 15 countries. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single- and multi-family offices, senior corporate executives, and next generation/inherited wealth. From banking and cash management to lending, investment strategies, trust and wealth advisory services, we are here to support our clients with a comprehensive range of services.

Our goal is to deliver expertise and a premier level of service while helping grow, manage and preserve wealth.  As we partner with our clients, we can provide global thinking informed by deep local insight and help deliver the complete financial management strategies that today’s wealth requires.

**Job Responsibilities:**

Responsible for leading the Latin America Private Bank across 6 offices and 5 booking centers, and driving the execution against our strategy, goals and objectives within a strong control environment. This role serves as chair of the Citi Private Bank Regional Advisory Board.

- Partner across the broader firm and Wealth’s regional and product heads to deliver responsible revenue growth, profitability and momentum for the Private Bank.

- Oversee operations to insure production efficiency, appropriate controls, quality, service and cost-effective management of resources

- Drive strategy and necessary culture change to achieve the Wealth Strategy

- Ensure that the business operates in accordance with applicable regulations and Citi policies

- Implement procedures and practices to manage operational risk and minimize operational losses

- Represent the Latin America Private Bank at appropriate legislative sessions, committee meetings, and at formal functions

- Promote the Citi Private Bank to local, regional, national and international constituencies

- Direct Citi Private Bank planning and policy making committees

- Ensures that the Leadership Team model and build a culture of internal excellence at all levels, influencing through their positive leadership behaviors, the conversion of people and culture strategies, into reality.

- Provides the mandate and executive leadership for management to ensure that the mission and core values of the company are put into practice.

- The Head of Latin America will report to the Head of Wealth and is a member of the Wealth and Citi Latin America Senior Leadership Teams

**Qualifications:**

- Senior business leader, with a proven track record in leading operating businesses in large organizations, relationship building and people management

- Proven execution skills in prior assignments

- Strong understanding CPB products and deep knowledge of Citi network

- Licensing requirements:  Series 7, 66 and 24

**Success Factors / Requirements:**

- Seasoned business leader with experience designing and driving the strategy for large / complex businesses in multiple geographies

- Exemplary leadership skills to engage diverse teams to partner and work together

- Strong understanding of wealth products

- Proven Risk Management Skills to drive the business with safety and soundness

- High work ethics to foster a culture of integrity

- Ability to build and maintain strong relationships across Citi, including credibility with Independent Risk

- High level of curiosity to continuously identify market trends and disruptions that impact PB in the region and/or its clients and ability to shift strategy to stay competitive

- Strong practice management skills, execution and implementation ability

- Ability to evaluate multiple long and short-term strategies and priorities and effectively make trade-offs to achieve aggressive business goals

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**Job Family Group:**

Private Client Coverage

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**Job Family:**

Private Client Senior Management

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**Time Type:**

Full time

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**Primary Location:**

Miami Florida United States

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**Primary Location Full Time Salary Range:**

$250,000.00 - $500,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. 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. Available offerings may vary by jurisdiction, job level, and date of hire.

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**Most Relevant Skills**

Please see the requirements listed above.

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**Other Relevant Skills**

For complementary skills, please see above and/or contact the recruiter.

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**Anticipated Posting Close Date:**

May 15, 2026

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~~Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.~~

~~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 Citi’s EEO Policy Statement and the Know Your Rights poster.~~

Head of Latin America Private Bank

Farther is the leading technology-centric wealth management firm – empowering expert advisors with cutting-edge technology to deliver an efficient, comprehensive, and elite client experience. The fastest-growing RIA in the country, Farther manages over $5b in assets across 100+ wealth managers and 5,000 clients.

Industry: Financial Services
Company Size: 201-500 employees

Farther

Company DescriptionFarther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

**The Role **

We're looking for an experienced Wealth Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite tech stack to provide concierge-level advisory for our most complex client relationships.

This role is ideal for a seasoned advisor who excels at navigating complex wealth situations and wants to focus on delivering sophisticated planning strategies rather than business development. You'll partner closely with leadership and centralized teams to ensure seamless, white-glove service.

**Your Impact **

- Serve as the primary advisor for UHNW clients, conducting regular meetings to assess evolving financial needs, goals, and risk tolerance

- Advise on sophisticated estate planning, tax optimization strategies, philanthropic giving, and intergenerational wealth transfer

- Collaborate with the investment team on alternative investment opportunities including private equity, venture capital, and direct investments

- Coordinate concierge services including bill pay, private aviation, real estate management, and family governance support

- Regularly review client portfolios and recommend adjustments as circumstances and market conditions evolve

- Maintain accurate documentation and ensure adherence to all regulatory and fiduciary standards

**The Ideal Match **

- 7+ years in wealth management with demonstrated experience serving HNW/UHNW clients in a multi-family office, private bank, or elite RIA environment

- Deep expertise in complex wealth strategies including tax law, trust structures, estate planning, and alternative investments

- Exceptional ability to communicate sophisticated financial concepts to clients and family members of varying financial literacy

- Series 65 or equivalent registration with clean U4

- Tech-savvy mindset with comfort adopting modern wealth management platforms

**Bonus Points **

- Experience managing client relationships with $50M+ in AUM per household

- Background working with tech founders, executives, or entrepreneurial wealth

- Experience with family governance, next-generation education, or philanthropic strategy

- Track record of exceptional client retention and satisfaction

- CFP Certification or additional credentials (CFA, CPA, JD, ChFC)

**Why Join Us **

- Competitive comp package that rewards impact

- Work alongside some of the brightest minds in fintech

- Ground-floor opportunity at a fast-scaling startup

- Chart your own growth path as we expand

- Full health benefits + 401(k) matching & Roth IRA options

- Unlimited PTO

- Ready to disrupt wealth management? Let's talk!

Ready to disrupt wealth management? Let's talk!

Wealth Advisor, Ultra High Net Worth

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