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Wealth Services – Client Solutions – Estate Services Team Manager C13

Job Req ID 22599129 Location(s) Jacksonville, Florida; O'Fallon, Missouri Job Category Consumer Sales
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The Estate Services Team Manager within Client Solutions is a senior management level position responsible for accomplishing results through the management of a professional team or department in an effort to formulate and implement strategic plans to increase market share and maximize opportunities for growth throughout the marketplace. The Estate Services Team Manager provides guidance to assist the team in creating a seamless beneficiary experience by taking ownership of the full beneficiary process, fostering a “client centric” winning culture, maximizing productivity, and driving operational excellence. 


  • Conduct performance evaluations, compensation, hiring, disciplinary actions, and termination of team members as well as budget planning and approval

  • Lead sales support team by driving daily productivity, developing staff members, conducting regular one-on-ones, holding team meetings, and leveraging performance management tools

  • Is responsive to manage change and align team resources to accomplish key priorities and meet management goals

  • Identify control deficiencies, implement solutions, and perform control reviews 

  • Manage metrics to ensure service levels are met and provide consistent updates and communication to team and management

  • Takes ownership of client experience, serve as escalation point for teams and clients, ensure timeliness of team replies to client, and maintain relationships with clients directly

  • Develop and maintain relationships within the organization to inform and resolve issues

  • 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, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards.


  • 6-10 years of relevant experience

  • Experience in management and sales required

  • Required Licensing/Registration: Series 7, Series 9, Series 10, Series 63

  • Demonstrated ability to manage multiple internal and external relationships

  • Consistently demonstrates clear and concise written and verbal communication as well as demonstrated presentation skills

  • Proficient using Microsoft PowerPoint and Excel


  • Bachelor’s degree/University degree or equivalent experience

  • Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job- related duties may be assigned as required.


Job Family Group:

Consumer Sales


Job Family:

Consumer Sales Support


Time Type:

Full time


Primary Location:

Jacksonville Florida United States


Primary Location Salary Range:

$90,370.00 - $135,550.00


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.

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Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.

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