[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Citigroup jobs](https://jobs.opennash.com/companies/citigroup/) · [Search jobs](/search/) Citigroup # Citi Wealth - Lending Advisor, West Coast Lead San Francisco California United States +1 more Full-time Manager or lead $250,000.00 - $500,000.00 Listed on Citigroup’s official careers site. Posted March 18, 2025. Check that it is still open and apply there. [Apply on Citigroup’s careers site →](https://citi.wd5.myworkdayjobs.com/2/job/San-Francisco-California-United-States/Citi-Wealth---Lending-Advisor--West-Coast-Lead_25841243) [OpenNash Jobs](https://jobs.opennash.com/) / [Citigroup](https://jobs.opennash.com/companies/citigroup/) / Citi Wealth - Lending Advisor, West Coast Lead ## Job description Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client’s broader Wealth Management goals. Our Lending Advisors partner with Citi Private Bankers to advise clients on new loan and refinancing opportunities along with restructuring existing loans as part of clients overall capital management. We have Lending representation across 8 countries to provide seamless coverage to our Global clients. Lending Advisors provide advice across a variety of asset classes ranging from complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. Responsibilities include: Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy across the region to deliver creative solutions to clients. Curate a high performing team culture through coaching and mentoring team members and collaboration with colleagues across the US and Internationally. Establish a reputation of execution and excellence. Create a strong partnership with the Citi Private Bank (“CPB”) Banker teams to proactively identify lending opportunities with their clients and prospects through account planning. Join client and prospect meetings with Bankers to raise awareness of the solutions that are available. Advise clients and advisors on lending solutions and drive a culture of excellence in execution in the region. Understand and articulate the market specific products, competitive environment, platform gaps, challenges, and opportunities. Partner with the US & Latam Head of Lending Advisory to ensure a co-hesive and effective strategy across the Americas Act as the initial subject matter expert and first line of control for internal and client inquires on lending products. The Lending Advisors partner with in-business Underwriting team and 2nd line risk to pre-screen requests and structure bespoke loan proposals that meet the client need while managing overall Firm targets. Build and maintain a strong pipeline of lending opportunities to grow the West Coast portfolio as part of the wider Citi Wealth lending growth aspirations. Ensuring effective and consistent compliance to control standards Qualifications: - 15+ years of UHNW lending experience Experience leading a high performing lending team and a desire to drive growth - Strong knowledge of financial markets, investments, banking and loan products - Ability to advise clients on optimal loan structure and think creatively in delivering market leading solutions Experience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. Excellent communication (written and verbal) and interpersonal skills Detail orientation with strong analytical skills. - Ability to work under pressure and deliver within tight deadlines to drive execution for clients - Strong negotiation skills - Strong initiative and interactive approach to problem solving Displays flexibility and independence in a demanding environment Completion of formal credit training program preferred - Bachelor’s degree / University degree required (or equivalent experience) Licenses; Series 7, 66 (or 63/65) preferred ------------------------------------------------------ Job Family Group: Private Client Product Services ------------------------------------------------------ Job Family: IF Commercial Real Estate ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: San Francisco California United States ------------------------------------------------------ Primary Location Full Time Salary Range: $250,000.00 - $500,000.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. ### Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. ------------------------------------------------------ Anticipated Posting Close Date: Mar 25, 2025 ------------------------------------------------------ Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View the " EEO is the Law " poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting ## At a glance - Posted by the employer: Mar 18, 2025 - First seen by OpenNash: Oct 13, 2026 - Last checked: Oct 20, 2026 - Listed for: Over a year - Location: San Francisco California United States +1 more - Employment type: Full-time - Pay: $250,000.00 - $500,000.00[Apply on Citigroup’s careers site →](https://citi.wd5.myworkdayjobs.com/2/job/San-Francisco-California-United-States/Citi-Wealth---Lending-Advisor--West-Coast-Lead_25841243) ## More jobs at Citigroup ### [*Digital S/W Eng Lead Analyst - VP](https://jobs.opennash.com/companies/citigroup/jobs/3d24607dd98e74b7832a/) Tampa Florida United States ### [2027 Australia Coop Placement](https://jobs.opennash.com/companies/citigroup/jobs/829fdcdbf8b07499edb5/) Sydney New South Wales Australia ### [ACH Product Lead, US Domestic Payments - SVP](https://jobs.opennash.com/companies/citigroup/jobs/9bc92e5dc40eb8d25357/) New York New York United States ### [AI Strategic Partnerships Lead, SVP](https://jobs.opennash.com/companies/citigroup/jobs/639e5695242dc6e40dab/) Jersey City New Jersey United States ### [AML모니터링팀 AML거래모니터링 조사 담당자](https://jobs.opennash.com/companies/citigroup/jobs/f387457c0fcb309a59fb/) Seoul Korea, Republic Of ## Similar jobs at other companies ### [Consumer Direct - Home Lending Advisor](https://jobs.opennash.com/companies/jpmorganchase/jobs/02d047a59dc3a5fcc723/) JPMorganChase · Tempe, AZ, United States ### [Home Lending Advisor Assistant, Bethesda, Maryland](https://jobs.opennash.com/companies/jpmorganchase/jobs/df1c95f0f8fb7be30e9b/) JPMorganChase · Bethesda, MD, United States ### [Wealth Advisor III](https://jobs.opennash.com/companies/huntington-bank/jobs/8e8e2038078c8ff2eabf/) Huntington Bank · Columbus, OH ### [Wealth Lending Advisor - Greenville, SC](https://jobs.opennash.com/companies/td-bank-group/jobs/074c99f24d49c4370626/) TD Bank Group · Greenville, South Carolina +1 more ### [Senior Wealth Lending Advisor - Melville, NY](https://jobs.opennash.com/companies/td-bank-group/jobs/eddf9fa15874b4c462af/) TD Bank Group · Melville, New York +1 more OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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