Insurance Solutions Specialist Director

05218 Citigroup Global Markets Inc.

Serve as the primary subject matter expert on advanced insurance solutions, including wealth transfer, estate planning, business succession, and tax mitigation directly with HNW/UHNW clients and their advisors to understand their complex financial needs and present sophisticated, tailored insurance

Last checked on May 28, 2026. We may earn a commission when you click through.

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Insurance Solutions Specialist Director

05218 Citigroup Global Markets Inc.

Updated 22 days ago
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New York

About this role

Serve as the primary subject matter expert on advanced insurance solutions, including wealth transfer, estate planning, business succession, and tax mitigation directly with HNW/UHNW clients and their advisors to understand their complex financial needs and present sophisticated, tailored insurance

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