Jobs at Lexa Ai

Manages and grows relationships with affluent and high-net-worth clients through financial discovery, profiling, referrals, and holistic banking, credit, investment, and financial planning solutions. Acquires new clients, expands wallet share, conducts high-touch engagements and events, coordinates with product specialists and branch partners, and ensures compliance with KYC, AML, regulatory, and risk-management requirements.

Originates residential mortgage loans by advising customers, analyzing financial information, recommending lending solutions, developing referral relationships, promoting Citi services, and coordinating applications through processing and closing. The role manages client and partner relationships, drives mortgage sales and production, ensures regulatory compliance, and collaborates with internal banking, operations, processing, and underwriting teams.

Manages and grows a portfolio of high-value business banking clients across assigned branches. Sources new relationships, expands deposits, credit, and cash management products, and delivers sales-plan results. Provides business banking expertise and training to branch teams, collaborates with Wealth, Consumer, Mortgage, and credit partners, manages credit requests up to $250,000, supports loan closings, and ensures compliance, risk management, documentation accuracy, and customer satisfaction.

Lead NAM Private Bank marketing strategy for NAM and the Western Region, developing thought leadership, managing end-to-end UHNW client events, driving digital and social content, tracking marketing ROI, briefing senior stakeholders, ensuring compliance, and partnering with bankers and investment teams to grow client engagement.

Provides comprehensive financial and investment advice to affluent and high-net-worth clients. Builds new client relationships, grows bank and brokerage assets, deepens existing relationships through financial planning, makes suitable securities recommendations, manages referrals, and partners with banking specialists. Ensures compliance with KYC, AML, regulatory, and risk requirements while coaching team members and supporting a positive client experience.

Build and deepen affluent and high-net-worth client relationships through financial planning, needs discovery, product recommendations, referrals, and portfolio growth. Provide high-touch client engagement, coordinate with lending and investment specialists, acquire new clients, organize client events, and ensure regulatory compliance, including KYC/AML, FINRA, insurance, and mortgage licensing requirements.

Build and deepen affluent and high-net-worth client relationships, identify financial needs, recommend banking, credit, investment, and planning solutions, acquire new clients, grow portfolios, generate referrals, conduct client meetings and events, and ensure compliance with KYC, AML, FINRA, insurance, and SAFE Act requirements.

Drive mortgage sales and client relationships with community clients, real estate partners, and nonprofits. Consult, analyze, and recommend lending solutions; originate and manage loan applications; collaborate with internal partners and operations to ensure timely closings; attend community and realtor events; maintain compliance and register as an NMLS mortgage loan originator.

Responsible for building client relationships, providing financial solutions, managing compliance, and mentoring team members. Requires strong analytical and communication skills.

Lead Citi’s West Coast Lending Advisory team, driving regional growth, client and banker partnerships, bespoke lending solutions, loan structuring, pipeline development, and compliance. Advise ultra-high-net-worth clients across complex securities, real estate, aviation, fine art, collectibles, and other asset-backed lending needs. Coach team members, coordinate with underwriting and risk partners, and serve as a subject matter expert while ensuring consistent execution and control standards.

Leads the Advisor Recruiting Program for Citi’s wealth business, managing recruiting strategy, candidate pipelines, stakeholder relationships, metrics, risks, compliance, and process improvements. Partners with regional directors, wealth executives, agencies, legal, compliance, and risk teams to improve advisor hiring and conversion outcomes. Oversees recruiting forums, playbook enhancements, training, market intelligence, and communication with senior leadership. Provides strategic direction, coaching, and matrix management while ensuring regulatory and control requirements are met.

Support senior analysts covering Technology & Communications by building financial models, conducting valuations, analyzing financial statements and industry trends, writing research reports, attending earnings calls and investor events, and preparing client-facing presentation materials while developing sector expertise.

Manages strategic relationships with mid-corporate digital technology and communications clients. Responsibilities include identifying client needs, structuring customized banking and credit solutions, expanding portfolios, coordinating onboarding and KYC compliance, identifying cross-sell opportunities, providing market intelligence, managing credit processes, and ensuring regulatory compliance. The role also leads strategic initiatives, coordinates multifunctional teams, manages staff resources, and drives client experience and business growth.

Leads relationships with US technology and communications companies, originating new business and managing complex credit portfolios. Structures multi-product financing solutions, coordinates Investment Banking, Treasury, Capital Markets, Risk, and Operations partners, and drives cross-selling, revenue targets, and portfolio performance. Provides market insights, oversees client onboarding and KYC compliance, manages credit risk, and advises senior stakeholders on financial solutions.

Provide comprehensive financial and investment services to ultra-high-net-worth US clients. Manage high-net-worth accounts, develop strategies with Private Bankers, perform economic and market analyses, recommend portfolio changes, grow assets via referral-based prospecting, and ensure compliance, risk assessment, and strong client communication.

The Senior Portfolio Advisor is responsible for engaging clients, collaborating on investment strategies, and driving compliance with Citi policies while promoting portfolio performance and development.

Build and deepen relationships with affluent and HNW clients to grow wallet share through holistic financial planning, referrals, and face-to-face engagement. Source and convert referral leads, partner with product specialists, ensure KYC/AML and compliance, register as required (FINRA, Insurance Group 1, NMLS), and coach branch team members.