Senior Wealth Relationship Manager
Citibank (Switzerland) AG
Citibank (Switzerland) AG in Centreville, VA is seeking a Sr. Analyst for Wealth Relationship Management. The role focuses on identifying and deepening relationships with affluent and high-net-worth clients, offering holistic financial solutions, and maintaining strict KYC/AML and regulatory compliance. The candidate should have 5-8 years of experience, strong analytical skills, and proficiency with planning tools such as Money Guide Pro or NaviPlan. A U.S. #J-18808-Ljbffr Citibank (Switzerland) AG
- Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management. The role requires deep financial experience, client profiling, and high-touch service to affluent clients. You will coordinate with specialists to tailor banking, credit...Senior
- InvestCloud seeks a Relationship Manager to foster senior-level client relationships and drive satisfaction, retention, and growth. You will guide product... ...to maximize client value and ensure successful solution delivery across our wealth technology #J-18808-Ljbffr APL WikiSenior
$83.92k - $125.88k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.). Organize client events to enhance client bonding....SuggestedFull timeWork at office$65k - $108k
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management... ...life they envision through a personal relationship with their advisory team committed to... ..., product specialists and/or team Senior Wealth Planner and Investment Management...SuggestedWork at officeWork from homeShift workDay shift$102k - $120k
Job TitleSenior Property Manager, MultifamilyJob Description SummaryThe Senior Multifamily Property Manager oversees an assigned multifamily portfolio or a multi-faceted multifamily property in a designated geographic area. This position works closely with the ownership...SeniorMinimum wageFull timeWork at officeFlexible hours- Merceradvisors is looking for a Relationship Manager I in Oklahoma. This strategic role focuses on client experience and service excellence within the Wealth Management team. Responsibilities include ensuring service commitments are met and fostering client relationships...
- ...TD Bank Group in Calverton, Maryland seeks a Relationship Manager III to service large and complex business portfolios, delivering tailored financial solutions and strategic guidance. You will originate and manage commercial relationships, expanding the client base and...Senior
- ## Wealth Management Client Relationship ManagerApplyremote type: Hybrid Flexlocations: Charlotte, NC, USAtime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 31, 2026 (17 days left to apply)job requisition id: R260800125**Wealth Client Relationship...Work experience placement
- Nuveen, a leading wealth management firm, seeks a Wealth Management Client Relationship Manager to partner with Advisors and deliver premium client service for high-net-worth clients. Expect to coordinate financial plans, support asset consolidation, and build lasting relationships...
- Northern Trust Corp, a global leader in wealth management and banking services, seeks a skilled professional to coordinate complex fiduciary and custody accounts. The role requires strong communication and knowledge of trust-related services, with language skills in Spanish...
$138.82k - $163.32k
...expectations and answer any questions you have.We are looking for an experienced and relationship-driven Senior Client Relations Managerto join our PSA Vault team. As the Senior Client Relations Manager, you will own the vault's relationship with its most valuable customers —...SeniorFull timeWork at officeRemote workWorldwideFlexible hoursShift work- Redwood Credit Union is seeking a Wealth Manager to lead planning, organization, and management of its Wealth Management program in California. The role emphasizes Member satisfaction and growth of full-service investment and retirement offerings. The ideal candidate will...Senior
- Third Coast Bank in Dallas is seeking a Senior Portfolio Manager for Asset-Based Lending to oversee credit, portfolio management, and risk for complex ABL relationships. You will work with ABL Relationship Managers, Credit, Field Examination, Loan Operations, and other...Senior
- Banc of California, Inc. (NYSE: BANC) is seeking a Senior Relationship Manager to develop and manage a portfolio of private clients, focusing on complex credits and deposit relationships in Gardena, CA. You will grow revenue by prospecting for new business, retaining existing...Senior
$119k - $218.3k
Position Summary Senior Consultant - Risk, Regulatory, & Licensing - Digital Assets... ...Digital Assets practice combines risk management, advanced regulatory knowledge, and... ...Ability to build and sustain professional relationships • Ability to lead projects or...SeniorWork at office- If you are customer focused, enjoy building relationships, and providing financial advice to Government Not-for-Profit clients, then a role as a Business Relationship Manager Senior Government Not-for-Profit is for you.As a Business Relationship Manager (BRM) Senior Government...Senior
- Bank of America in Minneapolis is seeking a senior Commercial Banking professional to lead a complex client portfolio, delivering financial solutions and strategic insights across domestic and international teams. You will bring 10+ years in commercial lending or investment...SeniorWork at office
- Merrill Wealth Management in Los Angeles is seeking a Relationship Manager to support Financial Advisor teams, strengthen client relationships, and coordinate with specialists on investment strategy, product offerings, and market developments. The role may involve residential...
- Public Storage seeks a Manager Property Insurance to lead the property insurance program, renewals, and risk coordination across our portfolio. You will manage policy tracking, endorsements, and loss data, while partnering with brokers, carriers, and internal partners to...Senior
- Selene Finance LP is seeking an experienced REO Asset Manager to oversee a diverse portfolio from acquisition to sale. You will develop asset strategies, analyze valuations, and coordinate with brokers, preservation firms, and closing agents to optimize investor returns...Senior
- ...Commercial Lender III/Senior Relationship Mgr #5104 Equal opportunity employer, protected veterans/disabled. Job Description At OceanFirst... ...the Role The position of Commercial Banking Sr. Relationship Manager is responsible for the acquisition of new commercial banking...SeniorWork experience placementLocal area
- ...Director, Client Advisory in San Francisco to deliver comprehensive wealth management solutions to UHNW families and institutions. You will partner with Directors and_MD s to manage client relationships, implement investment guidance, and coordinate wealth planning...Senior
- SRS Acquiom Inc. seeks a driven Institutional Client Relations Director to manage post-closing engagements for U.S., Canada, and Israel deals. The role involves leading investor discussions, escalating issues, and coordinating with internal teams to ensure smooth post-...SeniorRemote jobWork at office
$80k - $85k
HumanGood is seeking an Administrator/Property Manager for an affordable housing community in California. In this role, you will oversee daily operations, ensure HUD and Tax Credit compliance, and manage a team within budgetary guidelines. The position requires 2+ years...Senior- Banc of California is seeking a seasoned relationship manager to develop and manage a portfolio of privately held business clients in a dynamic banking environment. You will lead negotiations, grow revenue, and provide financial advice while maintaining strong client relationships...Senior
- United Business Bank in Los Angeles seeks an experienced Client Relationship Manager III (Commercial Loan Officer III) to join our Commercial Banking team. This senior role develops new client relationships, identifies financing needs, and aligns them with our CRE, C&I,...Senior
- ...PA office. You will partner with Directors to deliver comprehensive wealth management solutions for ultra‑high‑net‑worth families, family offices, and endowments. The role combines client relationship management, investment implementation, planning coordination, and leadership...SeniorWork at office
$120k - $175k
...with the Corporate Real Estate Regional Senior Director and their team, develop market... ...financial analysis and business requirements. Manage the PAR business case process for the... ..., Detail-Oriented, Interpersonal Relationships, Lease and Property Management - Real Estate...SeniorFull timeContract workWork at officeFlexible hours- ...commercial lender in Las Vegas to develop and expand client relationships, originate and underwrite profitable commercial loans in the... ...and secure deposits. The role emphasizes proactive portfolio management and selling full commercial banking solutions. The ideal candidate...Senior
- S2 Residential is seeking a Property Manager for Corporate in Dallas, TX. You will lead onsite operations, drive leasing performance, supervise budgeting, and ensure brand standards across units, amenities, and curb appeal. The role emphasizes resident experience, team...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Manager. Be the first to apply!
- wealth management advisor Brooklyn, NY
- wealth management consultant Brooklyn, NY
- wealth manager Brooklyn, NY
- labor relations manager Brooklyn, NY
- patient relations manager Brooklyn, NY
- wealth management relationship manager Brooklyn, NY
- relationship marketing manager Brooklyn, NY
- senior relationship manager Brooklyn, NY
- external relations director Brooklyn, NY
- relationship manager Brooklyn, NY

