Wealth Relationship Manager - HNW Growth & Planning
$88.4k - $132.6kCiti
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act based in Huntington, New York. This senior role requires extensive experience in financial services, with responsibilities including building client relationships, assessing complex financial needs, and ensuring compliance with regulations. The ideal candidate will have strong analytical skills, excellent communication abilities, and the capacity to provide tailored financial solutions. The position offers a full-time salary range of $88,400 to $132,600, along with a variety of employee benefits. #J-18808-Ljbffr Citi
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Relationship Manager - HNW Growth & Planning in Huntington, NY vacancy
$88.4k - $132.6k
...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...High Net Worth segment with financial planning and excellent discovery and profiling... ...Small Business Partners, Relationship Manager, etc.)Organize client events to...High net worthFull timeWork at office$70k - $80k
Relationship Manager - Wealth Management Compensation Base: $70K - $80K (flex up to $85K max) Annual bonus (individual + firm performance) 40... ...documentation (Salesforce) Support advisors with: Financial planning (MoneyGuidePro) Tax planning (Holistiplan) Meeting...High net worthLocal areaFlexible hours- ...variety of tax engagements with increasing responsibility and direct client interaction. This role offers strong mentorship, leadership access, and potential growth into tax planning and advisory work within a collaborative, long-tenured firm culture. #J-18808-Ljbffr JobotHigh net worth
- ...Quarterly & Annual Agency Growth Bonuses Company-paid AAA membership... ...Responsibilities Manage and service, with support, an... ...Excellent organizational, planning, problem-solving, and multitasking... ...to build and maintain client relationships. Commitment to continuous...High net worthShift work
The Jonus Group
Hauppauge, NY3 days ago $100k - $150k
...join a high-performing, high-growth team while working with complex... ...will have the flexibility to manage your days in support of our... ...from start to finish, including planning, executing, directing, and... ...~ Buildingimpactful relationships with new and existing clients...High net worthWork at officeLocal areaEisnerAmper
Melville, NY3 days ago- ...seeking a Private Client Banker to represent our brand, deliver premier service, and manage the banking relationships of Chase's affluent clients within a branch setting. You will drive growth by proactively soliciting referrals and delivering tailored financial solutions...
$200k
...focus on high net worth planning and business... ...expertise, and the ability to manage a complex, high-volume... ...coveredFlexible schedule and growth opportunity, including... ...high-level client relationships.To apply: Send your... ...****@*****.*** with “HNW Attorney” in the...High net worth$76k - $174k
...providing sophisticated tax planning, consulting and compliance services... ...and preserving their wealth and to meet their financial goals... ...and maintain superior client relationships in the PCS client nicheWhat... ...including individuals, high-growth emerging companies, privately...High net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours$80k - $120k
...responsible for maintaining strong relationships with their clients keeping... ...resources appropriately. Manage the renewal process to ensure... ...experience; preferably working with HNW/Private clientele. ~... ...Immediate vesting in a 401(k) plan; Health Savings Account (HSA)...High net worthWork at officeImmediate startFlexible hoursAcrisure LLC
Woodbury, NY2 days ago- ...growing team. You will handle billing for new/used deliveries, manage title work, and oversee DMV-related processes in a fast-paced dealership... .... Training is available, and the role supports long-term growth within a high-volume operation. #J-18808-Ljbffr Empire Automotive...
- ...to all colleagues. Growth opportunities and... ...FAA) works with TD Wealth prospects and... ...addressing their wealth management advisory needs.... ...long-term retirement planning, and annual... ...maintaining client relationships by providing on-going... ...clients to appropriate HNW Wealth partners,...High net worthTemporary workTraineeshipWork experience placementCasual workWork at office
TD Bank
Bethpage, NY2 days ago $88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst to enhance client relationships focusing on affluent and High Net... ...successful candidate will provide tailored financial solutions, manage compliance standards, and foster client engagement through...High net worthFull time$72.28k - $108.16k
...to all colleagues. Growth opportunities and... ...providing financial planning guidance & selling investment management solutions. A FA... ...complex needs of TD Wealth clients by... ...& developing the relationship to achieve greater... ...clients to appropriate HNW Wealth partners as...High net worthWork at office$100k - $150k
...while fostering long-term relationships built on trust and... ...and we invest in their growth and success through... ...!We are seeking a Tax Manager or Director to join our... ...providing tax compliance, planning, and consulting... ...income, estate, gift, and wealth transfer taxes.Serve as...High net worthFull timePrivate practiceLocal area3 days per week$142.1k - $236.8k
...solutions for a comprehensive wealth management strategy for individuals,... ...:Leads the client relationship team and has overall responsibility... ...solutions through the financial planning process. Prioritize short... ...a direct impact on revenue growth of the Wealth Advisory...High net worthFull timeTemporary workWork experience placement- ...to all colleagues. Growth opportunities and... ...providing financial planning guidance & selling investment management solutions. A FA... ...complex needs of TD Wealth clients by... ...& developing the relationship to achieve greater... ...clients to appropriate HNW Wealth partners as...High net worthTemporary workWork at officeLocal areaWork from homeFlexible hours
$100k - $200k
...Blue Ocean Wealth Solutions, LLC – A MassMutual Firm East Hills... ...success is built through long-term relationships, thoughtful planning, and a holistic approach to wealth management. Our experienced team is... ...and identify opportunities for growth and optimization. Design...Full timeContract workFor contractorsWork at officeLocal areaBlue Ocean Wealth Solutions, LLC- A MassMutual Firm
East Hills, NYmore than 2 months ago$78.52k - $117.52k
...involves providing tailored financial planning and investment management solutions to clients. The Financial... ...serve as the primary contact for TD Wealth clients, managing their financial... ...$78,520 - $117,520, with extensive growth opportunities. #J-18808-Ljbffr TD Bank$141k - $290k
...Tax Senior Manager - Private Client Services Weaver is a full-... ...not just in their professional growth, but also in their ability to... ...federal tax compliance and planning services to high-net-worth individual... ...and develop staff Strong relationship management and practice...High net worthImmediate startFlexible hoursWeaver
Long Beach, NY4 days ago- ...to building lasting client relationships while fostering a collaborative... ...opportunity for career growth and long-term leadership advancement... ...: Lead all phases of tax planning, compliance, research, and... ..., budgeting, and workflow management. Mentor, coach, and...High net worthWork at officeLocal area
Jobot
Woodbury, NY3 days ago - ...responsible for daily service delivery, employee management, overall customer satisfaction, and... ...Support staffing and schedule planning Training and mentoring of staff ensuring... ...or without notice. WHAT WE OFFER Career Growth: An opportunity to enter a job that allows...Temporary workWork at officeImmediate start
SPS North America Inc
East Meadow, NY3 days ago - ...Estate is responsible for the management of a team who focuses on new... ...credit quality and overall relationship management of their assigned... ...relations issues.Strategic Planning: Partners with Commercial Banking... ...identify opportunities for growth. Collaborates with product...Full timeLocal area
$75k
...About Us Geller Private Wealth &Partners is a... ..., family-style wealth management firm in Melville, NY,... ...where you own the client relationship and get creative input... ...leadership Assist in planning and executing client seminars... ...(FSA) Paid time off Growth path toward greater management...Work at officeFlexible hoursGeller Private Wealth &Partners
Melville, NY3 days ago- ...is a growing private wealth advisory firm, based in... ...full spectrum of wealth management. We currently focus on... ...management, tax-aware planning, estate and succession... ..., and industry relationships, not a cold start.... ...resources, firm-funded growth support, and long-term...High net worthWork at officeImmediate start
SimpleCITI
Garden City, NY3 days ago $275k - $300k
...is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns... ..., credit, infrastructure, life sciences, growth equity, secondaries and hedge funds.... ...into clear priorities, operating plans, governance routines, KPIs, and management...Contract workWork at officeLocal areaWorldwideRelocationThe Blackstone Group L.P.
Bethpage, NY4 days ago$180k - $220k
...to building lasting client relationships while fostering a collaborative... ...opportunity for career growth and long-term leadership advancement... ...: Lead all phases of tax planning, compliance, research, and... ..., budgeting, and workflow management. Mentor, coach, and...High net worthSummer workWork at officeLocal areaJobot
Woodbury, NY3 days ago$115.1k - $156.9k
...Real Estate Valuation Manager At Armanino, you determine your... ...We want to help you achieve growth by giving you access to a network... ...reporting, and management planning purposes. Perform and review... ...process and maintain strong client relationships. Assist in the development...Contract workLocal areaFlexible hoursArmanino
Garden City, NY2 days ago- ...individuals identifying needs, developing relationships, reviewing financial goals, and... ...experience to promote portfolio growth. Effectively prioritize sourcing prospective... ...both a day-to-day and longer-term planning. Organize and manage resources (time, people, budget) to...High net worth
Jobtailor
Melville, NY3 days ago $58k - $70k
...Job Opening: Sales Account Manager Position Type: Full-Time... ...Paid Time Off & Holidays, and growth opportunities. About The Company... ..., you will manage and expand relationships with key strategic accounts,... ..., and strategic account planning. Technical Proficiency: Fluent...Full timeContract workWork at officePrideStaff
Hicksville, NY13 hours ago$142.1k - $236.8k
...Wealth Management Advisor Accountable for a revenue goal met through... ...Responsibilities: Leads the client relationship team and has overall... ...through the financial planning process. Prioritize short... ...a direct impact on revenue growth of the Wealth Advisory business...High net worthTemporary workWork experience placementWilmington Trust
Hauppauge, NY1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Relationship Manager - HNW Growth & Planning. Be the first to apply!
