Head of Mortgage Specialist

Citi is looking for a Head of Mortgage Specialist to lead and grow a high-performing mortgage specialist team within its Wealth business, serving clients across the full spectrum - from affluent individuals to ultra-high net worth families and family offices. In this senior leadership role, you will own the end-to-end performance of a multiproduct mortgage sales platform, shaping strategy, managing people, and driving results across multiple channels. This is an opportunity to make a direct and lasting impact at one of the world's leading financial institutions, working alongside senior stakeholders across Citigold, Citi Private, and Wealth at Work.

Responsibilities

• Lead the mortgage specialist sales team to consistently meet and exceed sales targets across the full product range, with clear accountability for outcomes.
• Develop and execute strategies across all mortgage sales channels to deliver a seamless, high-quality client experience through a multiproduct platform.
• Build team capability and sustain performance by improving agent productivity, managing retention, and maintaining the right talent in key roles.
• Maximize revenue opportunities by identifying and activating cross-sell and inbound sales potential at critical client touchpoints.
• Cultivate and manage relationships with external partners and stakeholders to open new deployment opportunities and strengthen the business.
• Oversee budget management and expense discipline across the team, ensuring sales are generated within agreed cost parameters.
• Monitor and uphold compliance standards across all client, partner, and regulatory interactions, escalating issues with transparency when required.
• Collaborate with key stakeholders to refine risk policies and optimize operational processing costs without compromising service quality.

Required qualifications & skills

• 10 or more years of product sales experience, with a track record of leading teams and delivering results in a complex, multi-channel environment.
• Demonstrated ability to manage the full scope of people leadership, including performance evaluation, hiring decisions, compensation, and budget oversight.
• Clear and confident communicator who can represent the business credibly at a senior level, both internally and with external partners.
• Solid knowledge of general banking operations, with practical experience identifying and converting cross-sell opportunities.
• Commercial awareness and the ability to connect day-to-day sales activity to broader business and financial outcomes.
• Experience managing compliance obligations across client, partner, and regulatory relationships in a financial services context.
• Bachelor's degree or equivalent university-level qualification.

Beneficial skills & qualifications

• A Bachelor/ Master's degree in a business, finance, or related discipline.
• Relevant License required.
• Familiarity with wealth management products and the client segments served across affluent, high net worth, and ultra-high net worth markets.
• Experience working across multiple business lines or geographic regions within a large financial institution.

What we offer