Family Office Principal

Proven track record in driving incremental revenue and new client acquisition strategies in a private bank and/or institutional banking setting
Extensive and proven experience working with family office executives, principals and family members
Exceptional knowledge and connectivity within the family office ecosystem of advisors, service providers and centers of excellence
Experience successfully developing and leading revenue-based consulting business, including marketing, business development and operations
Exceptional consultative, analytical/business evaluation and problem-solving skills
Excellent interpersonal skills and ability to develop strong working relationships across a matrixed organization
Demonstrated coaching and people development experience
Excellent communication (written and verbal) and presentation skills
Demonstrated ability to motivate staff
US: must obtain Series 7 and Series 66 registration if they do not already possess it
Fluent in Spanish and/or Portuguese

Drive market share across segments through new client acquisition, deepening wallet share and cross-sell into key franchise partnerships
Meet with clients and prospects to support banker and regional engagement
Represent the segment for CPB as an external marketing ambassador
Coordinate the sales of Direct Private Investing (DPI) to the segment
Coordinate CPB sales efforts around suitable Institutional Capital Markets products
Coordinate access to targeted, episodic BCMA transactions suitable for a subset of Institutional Wealth clients
Lead business development efforts with key franchise partners across Citi
Build upon well-established policies, procedures and partnerships to increase the two-way flow of client leads
Coordinate with the full suite of senior product partners across CPB’s global advisory services
Own content and events for the segments, consisting of a range of white papers and industry surveys
Show leadership in first line of defense risk management for the segment