Senior Wealth Relationship Advisor
$88.4k - $132.6kCiti Group
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking and investment solutions, and ensuring compliance with regulations. The ideal candidate has 5-8 years of experience, strong analytical and communication skills, and must hold US FINRA registrations. In addition to competitive medical and wellness benefits, Citi provides a comprehensive salary range of $88,400 to $132,600. #J-18808-Ljbffr Citi
- Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. The role combines client relationship building with financial planning, investment and risk management expertise. You will collaborate with product specialists...Suggested
$170.5k - $284.1k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Responsibilities Leads the client relationship team and has overall responsibility for... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's current...SeniorTemporary workWork experience placementLocal area- ...financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role... ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations... ...and report to the President of Wealth Management in Pittsburgh, PA. This...Senior
- ...RIA They partner with experienced, independent Financial Advisors who want to own and grow their practice without the operational... ...You continue to run your practice and own your client relationships. My client provides the platform, infrastructure, and support...SeniorRemote work
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- ...leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over six...Senior
- Citigold Client Advisor (Onshore Market) Apply (opens in new window... ...job training and exposure to senior leaders, as well as more... ...Career with Citi Citi Global Wealth brings together the full power... ...focused on building enduring relationships, navigating complex financial...SeniorLocal areaImmediate start
$211.28k - $316.92k
...Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi... ...Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net... ...establishing, growing, and managing investment relationships. They should be experienced in the...SeniorFull time$105.4k - $207.8k
...transformational projects or transactions creating long-term, measurable impact. Recruiting for this role ends on 09/28/2026. Work you'll do As a Senior Consultant on the M&A team, you will be responsible for… Supporting transaction strategy, diligence, integration, and separation...SeniorLocal areaVisa sponsorship$65k - $75k
...territory, including strategic travel planning, relationship development, and outreach aligned with... ...: Classification/Salary Range: The Senior Admissions Counselor is a UUP position.... .... Budget Title: Admissions Advisor Local Title: Senior Admissions...SeniorFull timeWork at officeLocal areaImmediate startAfternoon shift$90k - $130k
...The Alliance for Media Arts and Culture is seeking a Senior Finance Consultant to manage financial operations for nonprofit arts organizations. This role involves leading budgeting initiatives, overseeing audits, and reporting financial performance. We require 10+...SeniorRemote work$10k
...detail with a high regard for precisionExceptional verbal and written communication skillsTrack record of developing and maintaining relationships with internal and external partnersA "get things done" mentality — you dissect complex problems, find solutions, and drive them...SeniorFull timeWork at officeHome officeFlexible hours$77k - $202k
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...and scale efficiently as their businesses grow. As a NetSuite Senior Consultant at Deloitte, you will help clients design and implement... ...processes, improving reporting, and building lasting client relationships along the way. Recruiting for this role ends on 12/31/2026....SeniorLocal areaVisa sponsorship$77k - $202k
...SummaryThe OpportunityAs a Deals - FS - Financial Due Diligence, Senior Associate, you will provide strategic advice and business... ...Building meaningful client connections and fostering long-term relationships- Navigating complex situations and adapting to changing business...SeniorFull timeH1b- ...people are our number one priority. With a wealth of learning and career development... ...KPMG is currently seeking an Associate or Senior Associate to join our Structured Finance... ...leading organizations to generatenew business relationships and projects Willingnessand ability to...SeniorH1bLocal area
- NYC Health + Hospitals Queens is seeking a full-time Peer Counselor to support mental health and substance use services across emergency, inpatient, and outpatient settings. Under supervision, you will empower peers, develop treatment plans, and collaborate with an interdisciplinary...SeniorFull time
- ...Job-ID Reference Senior Consultant - Trade Finance Sanctions and Controls Risk (SME)Job Number: Help drive change! ECLARO is looking for a Senior Consultant - Trade Finance Sanctions and Controls Risk (SME) for our client in New York, NY. ECLARO’s client is a leading...SeniorWorldwide
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...providing strategic insights on our business to understand past trends and identify the best path forward.About the RoleWe're hiring a Senior Associate to help lead the day-to-day financial reporting and closing processes for our New Verticals business. In this role, you'...SeniorHourly payWork at officeLocal areaRemote workFlexible hours- An excellent opportunity has arisen for a Banking & Finance Senior Associate to join a leading international firm to be based in New York. They are seeking an Associate with 6-8 years PQE (US qualified) with a banking & finance background.Our client's East Coast Banking...SeniorPermanent employmentLocal area
$95.55k - $195.25k
...May 31, 2027Work you’ll do As a Tax Strategy and Transformation Senior Consultant supporting Transformation in Operations/Finance,... ...and assist with legacy system decommissioningCollaborative and relationship-oriented, with the ability to build trust across diverse stakeholders...SeniorWork at officeLocal areaVisa sponsorship$68.5k - $91.2k
...Senior Counselor The Center for Justice Innovation is seeking a Senior Counselor to join a team of staff—including social workers... ...staff and stakeholders; Collaborate and maintain strong relationships with key stakeholders, including court resource coordinators,...SeniorFull timeTemporary workInternshipWork at officeMonday to FridayFlexible hoursAfternoon shift$69.8k - $132k
...Hospitality industry for over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance Consulting (AFC)... ...have demonstrated the ability to develop and maintain effective relationships with business associates and industry groups, including strong...SeniorFull timeWork experience placementInternshipLocal areaFlexible hours$73.5k - $139.7k
...there’s nowhere like RSM.RSM’s Real Estate Finance as a Service (FaaS) practice is looking for skilled professionals to join us at the Senior Associate level. RSM’s Real Estate FaaS blends the best of both worlds by providing candidates with all the career growth...SeniorFull timeWork experience placementInternshipWork at officeLocal area- ...Parsippany, NJ A growing independent wealth management firm is seeking a senior advisor to work directly alongside the CEO and help lead relationships with the firm’s premier high-net-worth and ultra-high-net-worth clients. This is a true co-advisory role with significant...Senior
$130k - $205k
..., mentoring and formal learning.Your key responsibilitiesAs a Senior Associate-Consultant in EY-Parthenon’s Strategy and Execution... ...blend of structured learning, coaching and experiences.Building Relationships - cultivate strong working relationships with clients and...SeniorWork experience placementSummer holidayWork at officeFlexible hours$127.1k - $149.5k
...make an impact?West Monroe is seeking a dynamic and experienced Senior Consultant to join our growing CFO Advisory team within our... ...environment.Business Development & Client GrowthServe as a trusted advisor and identify opportunities to expand finance transformation...SeniorWork at officeLocal areaImmediate startFlexible hours$135.9k - $159.9k
...transformations, cost optimization strategies, and the implementation of cutting-edge technology, platforms, and analytics. We are looking for a Senior Consultant with experience in Insurance and Mergers & Acquisitions (M&A) to join our team. This role will focus on delivering...SeniorTemporary workLocal areaImmediate startFlexible hours
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