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Andy Sieg, Head of Wealth. '26 Investor Day.

The Citi Wealth Vision

Andy Sieg, Head of Wealth

Our organization is on the move. We have a clear vision for our transformation — and the pace of change is accelerating. Hear from Andy Sieg, Head of Wealth, during our 2026 Investor Day as he explains what’s driving our momentum and the multi-trillion-dollar potential he sees from deepening relationships with our existing clients.

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Why Join Citi

Whether you’re an Independent Advisor or a Financial Advisor at another organization, come experience what sets Citi apart.

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Unparalleled
Global Network

From our global reach to our vast resources and capabilities as one of the world’s leading financial institutions, we empower our Wealth Advisors to serve the world's changemakers across the full range of their financial goals.

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Untapped Referral Opportunities

Citi has a more affluent client base than other leading U.S. banks. And we see enormous potential to do even more for those we already serve.

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World
Class Solutions

From planning capabilities to a full spectrum of digital and traditional investment options, you’ll have what you and clients need right at your fingertips.

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In-Depth Research
& Market Insights

Inspire your clients’ decisions with full access to in-depth insights and intelligence from Citi's Chief Investment Office (CIO).

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Powerful AI Driven Technology

Our rapidly expanding suite of industry-leading, proprietary, and third-party AI tools helps you offer clients an even better experience, while saving you time on repetitive and administrative tasks.

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White-Glove
Onboarding

Onboarding clients and colleagues efficiently is integral to how we operate.

Our dedicated onboarding teams take care of transitioning you and your clients into Citi, freeing you up to focus on their wealth needs.

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Meet Svitlana G.

Senior Wealth Advisor,
Citi Personal Wealth Management

Joined Citi Wealth January 2025

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Citi offers a unique experience. Our Wealth Advisors are empowered by a collaborative culture, visionary leadership, and global organization. Hear firsthand about what makes Citi an exceptional place to grow your career.

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Competitive Compensation

with robust benefits & perks

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Whether you’re an independent advisor or part of a team, we offer a highly attractive compensation package with benefits when you join Citi.

Andy Sieg, Head of Wealth. '26 Investor Day.

A Focus on Wealth

David Poole, Head of U.S. Citigold
Ron Meraz, West Region Director

Citigold North America leaders David Poole and Ron Meraz discuss Citi’s growth, domestic opportunities, ongoing investments in innovation, and what truly sets our Wealth Advisor experience apart.

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Unparalleled Global Network

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