Job Title

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 Citiu2019s 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 Wealthu2019s 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 u25cf 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. u25cf 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. u25cf Cross-Functional Partnership: Collaborate intensely with product teams (the u201cspokesu201d) to ensure all domain-specific capabilities are delivered in a cohesive, intuitive, and standardized manner, aligning with the overarching advisor experience vision. u25cf Operational Excellence & Simplification: Lead efforts to eliminate fragmentation, reduce