Head of Advisor Experience - Wealth, Managing Director

We are seeking a visionary and results-oriented Managing Director to serve as the Global Head of Advisor Experience, responsible for transforming how financial advisors operate in a modern, AI-enabled wealth management environment. This critical leadership role operates within a hub-and-spoke model, where specialized product teams develop domain-specific capabilities (investments, lending, banking, etc.). This leader will own the horizontal experience layer, ensuring all capabilities converge into a single, seamless, and highly productive advisor experience. 

This individual will play a pivotal role in advancing Citi’s strategy to deliver a unified advisor desktop, powered by cutting-edge data, artificial intelligence, and automation. The Head of Advisor Experience will be accountable for simplifying complex workflows, driving widespread adoption of new tools, and unlocking advisor productivity and client engagement at an unprecedented scale. 

Team 

Citi Wealth’s Intelligence team is at the core of our transformation into a data- and AI-powered wealth platform. We unify data, analytics, and digital experience to deliver personalized, proactive advice at global scale.  We connect client data, market insights, and AI to generate real-time intelligence - powering advisor decisions, client engagement, and growth. Operating across investments, lending, banking, and technology, we build the intelligence layer that drives next-best actions, automation, and a seamless end-to-end experience.  This is where data becomes action - and where the future of wealth management is being built. 

Key Responsibilities 

●                        Strategic Vision & Execution: Define, champion, and lead the global advisor experience strategy, including navigation, workflow orchestration, context management, entitlements, and cross-product journeys. Drive the multi-year roadmap for the unified advisor desktop. 

●                        Integrated Platform Leadership: Own the end-to-end advisor experience globally, ensuring consistency, usability, and deep integration across all platforms and product domains. This includes embedding capabilities such as Advisor Insights, Client 360, intelligent workflow automation, and predictive analytics directly into daily workflows. 

●                        Cross-Functional Partnership: Collaborate intensely with product teams (the “spokes”) to ensure all domain-specific capabilities are delivered in a cohesive, intuitive, and standardized manner, aligning with the overarching advisor experience vision. 

●                        Operational Excellence & Simplification: Lead efforts to eliminate fragmentation, reduce "swivel-chairing," and standardize interaction patterns, thereby profoundly simplifying the advisor journey and maximizing operational efficiency. 

●                        User-Centric Innovation: Translate qualitative and quantitative field feedback, advisor pain points, and emerging industry trends into scalable product and experience enhancements using design thinking and agile methodologies. 

●                        Performance Measurement & Impact: Establish and rigorously manage a comprehensive measurement framework tied to key performance indicators such as adoption rates, efficiency gains, time saved, revenue uplift, and overall advisor productivity and satisfaction. 

●                        Data & AI-Driven Transformation: Partner closely with data science and AI teams to embed next-best actions, proactive insights, hyper-personalization, and advanced automation directly into advisor workflows, enhancing both effectiveness and compliance. 

●                        Governance & Standards: Serve as the senior point of accountability for advisor experience governance, strategic prioritization, design standards, and best practices across the organization, influencing architecture and technology choices. 

●                        Talent Development: Build, mentor, and lead a high-performing team focused on innovation, user experience, and product delivery. 

Qualifications 

●                        Extensive Wealth Management Expertise: 15 years of progressive leadership experience in wealth management, with deep expertise in advisor workflows, sales practices, client engagement models, and regulatory environments. 

●                        Executive Leadership: Proven leadership at the Managing Director level within a complex, matrixed global financial services organization, demonstrating ability to drive significant enterprise-wide change. 

●                        Advisor-Centric Acumen: Strong direct field experience, actively engaging with financial advisors to deeply understand real-world workflows, challenges, and opportunities for technological enhancement. 

●                        Transformative Technology Leadership: Demonstrated track record of leveraging AI, advanced data analytics, machine learning, and digital capabilities to drive measurable business outcomes and transform user experiences. 

●                        Product & UX Innovation: Extensive experience leading large-scale platform transformation, user experience (UX) design, product management, or cross-product integration initiatives within a fast-paced environment. 

●                        Strategic & Analytical Acumen: Exceptional strategic thinking capabilities, with the ability to simplify complexity, anticipate market trends, and develop actionable, data-driven strategies that yield tangible results. 

●                        Superior Influencing & Communication: Outstanding influencing skills across diverse stakeholders, including senior business leaders, product owners, technology architects, operations teams, and external partners. Ability to articulate complex ideas clearly and persuasively. 

●                        Agile & Product Mindset: Deep understanding and practical experience with agile product development methodologies, continuous delivery, and fostering a culture of rapid iteration and innovation. 

●                        Global Perspective: Experience leading global initiatives and understanding the nuances of different regional markets and regulatory landscapes. 

Skills & Competencies 

●                        Digital Product Management: Proven ability to manage the full lifecycle of complex digital products, from ideation and strategy to launch and optimization. 

●                        AI/ML Application: Practical understanding of how to implement and scale AI/ML solutions (e.g., predictive analytics, natural language processing, intelligent automation) to enhance advisor capabilities and client outcomes. 

●                        UX/UI Design Principles: Strong grasp of user experience and user interface design best practices, research methodologies, and tools to create intuitive and engaging digital platforms. 

●                        Data Strategy & Governance: Experience defining and implementing data strategies, ensuring data quality, governance, and ethical use in AI-driven solutions. 

●                        Change Management Leadership: Demonstrated ability to lead and navigate organizational change, securing buy-in and driving adoption of new technologies and processes. 

●                        Vendor & Partnership Management: Experience evaluating, selecting, and managing strategic technology vendors and external partnerships to accelerate innovation. 

●                        Financial Acumen: Strong understanding of financial modeling, business case development, and connecting technological investments to financial returns. 

Education & Certifications 

●                        Bachelor’s degree in Business, Finance, Computer Science, or a related field required. 

●                        An MBA or other advanced degree in a relevant discipline is highly preferred. 

●                        Certifications in Product Management (e.g., Pragmatic Institute), Agile methodologies (e.g., CSM, CSPO), or AI/ML principles are a plus.