“In addition to focusing on the shared coverage of Citi clients across Wealth and Banking, Dawn will lead a new market planning function for Wealth, prioritizing where to add client-facing talent in the months and years ahead,” Sieg wrote. ”Dawn will also head our Growth Accelerator initiative, helping us increase the investment assets clients hold with Citi.”
Nordberg built deep expertise in both wealth and cross-functional partnerships at Morgan Stanley, most recently serving as group head, strategic client management for the firm’s private wealth management business, he said.
“Creating the Integrated Client Engagement function is the next step in bringing all of Citi to our clients and deepening our relationships,” Sieg said.
As Citi Wealth seeks to grow amid new wealth creation, he said, “It will be critical to partner across each of our five businesses in order to effectively leverage this firm’s extraordinary reach.”
Source: thinkadvisor.com
